TaxedRight LLC is a Las Vegas-based tax practice specializing in small business owners and tech professionals. Founded by Romeo Razi, CPA, the firm combines deep tax expertise with cutting-edge AI technology to deliver superior client service while maintaining an excellent work-life balance.
Challenge
Maximizing Efficiency During Tax Season
Romeo Razi, CPA, owner of TaxedRight LLC in Las Vegas, Nevada, was looking for ways to make tax season more manageable. Handling over 300 tax returns annually for small business owners, freelancers and technology professionals, Romeo had always operated on a fixed-fee pricing model, but the time demands of complex tax research were creating an unsustainable work schedule.
With a background in computer science and mathematics, plus his CPA expertise and years of IRS experience as a tax examiner, Romeo understood both the technical complexities of tax law and the potential of technology solutions. He had been using ChatGPT for some research tasks, but found it inadequate for the precision required in tax work.
Solution
Accordance's AI Research Assistant
In November 2024, while grabbing dinner with a colleague, Romeo heard about Accordance—the AI tool purpose-built for tax and accounting research. His colleague praised the ability to get accurate, well-sourced answers fast. Romeo decided right then and there to give Accordance a try.
“Accordance's AI capabilities are well-suited for the tax industry, providing precise and technical answers with fewer 'hallucination' issues found in general AI like ChatGPT.”
Results
Dramatic Time Savings with the Same Fee Structure
The impact was immediate and measurable—an 80% reduction in research time.
Complex tax research: Tasks that previously took Romeo hours were now completed in minutes
Same revenue, less time: Fixed-fee pricing remained unchanged while work hours dramatically decreased
“Accordance drafted a rebuttal letter for a client in minutes, a task that would typically take me over an hour.”
Improved Quality of Life
But in his tax-heavy practice, perhaps the most significant impact was on Romeo's quality of life. 2025 proved to be Romeo’s first tax season where his 60-80 hour work weeks were replaced with a normal schedule. This summer, Romeo works 25-hour weeks while maintaining the same client base and revenues.
"It's like having a dedicated research staff member without the challenges of hiring in a field with a shortage of qualified professionals. AI will be crucial for accounting practices to thrive given the current shortage of CPAs in the workforce."
“I strongly advise other CPAs and firms, especially solopreneurs, to adopt AI tools like Accordance quickly. The reluctance to adopt AI reminds me of the past hesitation of firms to go paperless.”
Superior Performance vs. General AI
Romeo's experience highlighted clear advantages of Accordance over generic AI tools:
Technical precision: None of the hallucination issues that plagued his ChatGPT experience.
Tax-specific training: Purpose-built for tax and accounting work. Generates properly-formatted documents and analysis with up-to-date sources and citations.
Client-ready output: Easy-to-follow emails and memos generated for clients.
“Accordance puts the technical tax talk into words and phrases that people can understand .”
