YJE & Company, a Las Vegas–based tax firm founded in 2006, specializes in international tax planning and IRS representation. With a team of 10 professionals, the firm combines deep technical expertise with cutting-edge technology to deliver sophisticated tax solutions.
The Challenge
Research Isolation in Complex Tax Practice
For nearly 20 years, Yoav Etzion, MST, EA, has built YJE & Company into a specialized boutique firm serving clients worldwide from their Las Vegas headquarters. With expertise in international tax and IRS controversy representation, the 10-person firm handles complex cross-border situations for foreign entities entering the U.S. and American businesses expanding abroad.
However, the firm's specialized focus created unique research challenges that traditional tools couldn't solve.
"Before Accordance, every tax research started with Google. You'd get 100 answers and have to pick which one you think best suits your situation. The research never ended because you never knew if you'd reached the right conclusion."
Yoav Etzion, Managing Partner
Solution
AI-Powered Tax Research That Thinks Like a CPA
Etzion first approached Accordance with skepticism, deliberately testing the platform with difficult questions from international tax and IRS representation. By challenging the system with complex scenarios and changing parameters to test its reasoning, he quickly saw that the platform could consistently provide accurate, well-supported answers.
Accordance’s multi-agents AI and conversational research capabilities allowed Etzion to explore complex “what-if” scenarios in ways traditional research tools couldn’t support. Instead of searching through dozens of conflicting sources, the platform synthesized relevant tax authorities and enabled iterative problem-solving, helping the firm reach conclusions faster and with greater confidence.
"I feel like I'm having a conversation with a human being that helps me get to the bottom of the problem."
Impact
Immediate & Measurable Returns
Etzion’s partnership-adjustment example demonstrates how Accordance dramatically reduces the time required for complex technical research transforming work that traditionally required hours of manual analysis into a process completed in minutes.
For a Section 704 partnership adjustment involving multiple partners and contributed assets, Accordance generated the required calculations and corresponding book entries almost instantly.
“The calculations took less time than entering the problem details.”
Stronger Case Preparation for Representation
YJE & Company gained a strategic advantage in representation work by using Accordance to stress-test case arguments before conferences and appeals.
“I told Accordance, ‘what if I was the state? Can you find weaknesses in my story?”
The AI identified specific issues that the state later raised during a penalty-abatement appeal with the Illinois Department of Revenue, allowing the firm to prepare responses in advance and approach the conference with greater confidence.
Finding Authorities Traditional Research Misses
Accordance helped YJE & Company uncover obscure tax authorities that would be difficult to locate using traditional research tools.
During one collection appeal case that had stalled for several months while waiting for the IRS Collections Division to return financial information, the platform identified a little-known provision in the IRS manual allowing the appeals officer to proceed independently after 45 days.
"Accordance found this code section a subsection of a subsection that says the appeals officer can do the assessment himself after 45 days,” Etzion explains.
Citing the provision during discussions allowed the appeals officer to immediately move forward with the case, helping resolve the matter without further delay.
Looking Forward
Confidence in Complex Work
20 years after founding YJE & Co, Etzion sees Accordance as fundamental to the firm's future growth trajectory. The tool has not only solved immediate research challenges but transformed the firm's capacity to handle extremely complex cases.
“I'm allowing myself to take on clients that I turned away in the past because I have the confidence. Before, I would think 'there's too much research I don't know if I want to get into it.' Today I have that tool in my toolbox and I say 'bring it on.”
For a firm built on handling the tax code's most complex intersections international treaties, IRS controversy, and partnership taxation that confidence translates directly into competitive advantage and business growth.
