AI for the questions people bring to professionals
From question to work you can trust.
WithDave helps people understand their situation and prepare their next step across tax, legal, money, insurance, and business. For professional firms, it turns client questions into drafts informed by firm knowledge, under the firm’s brand — with professional review required before delivery.
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Before you decide to sell
A starting point for your conversation with a professional.
For U.S. federal income-tax purposes, inherited property generally takes a new basis equal to its fair market value at the date of death, so the taxable gain on a later sale is often measured from that value — not from what the original owner paid. Whether and how that applies here depends on the facts still missing.
Bring the property records together
Locate estate or transfer documents, any valuation, and records of property expenses or improvements.
Write down what’s still uncertain
Who owns the property now? Is a sale planned? What values, dates, or documents need confirming?
Prepare the questions for your CPA
Ask which basis rules apply, what records support the calculation, and whether state-specific issues need attention.
Preparation, not a tax calculation. No records have been verified and no professional has reviewed this sample.
Stated in the sample question
- A house was inherited.
- A sale is being considered.
Not yet established
- Ownership and relevant dates
- Valuation and supporting records
- Proposed sale terms and costs
- Applicable state and other facts
The starting question
A fictional scenario written for this demonstration. It is not verified client information.
IRS Publication 551 · Basis of Assets
Federal background reading, including inherited property. A real source to consult — not proof of this family’s facts.
Read the IRS publicationNo uploaded records, valuation, state-law review, or live research are included in this example. The displayed checklist, the firm’s intake excerpt, and the draft are prepared sample copy.
Explore the example here. Start your own question separately — sample facts will not be carried over.
Ask your own questionA useful answer makes its basis visible. Sources, missing facts, and the limits of the answer belong beside the work.
How WithDave approaches trustThe proof lives in the receipts:Time-sensitive figures trackedAdversarial testsRelease checksPublic methodology
Five AI advisors, one quiet place to ask.
Dave tax & moneyErika legalWalter life & planningJaya government & benefitsNorm insurance & risk
Find your starting point
What are you working through?
Begin with the question you have. Choose a tool when you need it.
Understand a situation
Ask a question and work through the follow-up.
Look into something more deeply
Explore a focused question and its supporting material.
Prepare a document
Start a draft for your situation and review what it needs.
Find opportunities for your business
Start with your website and the questions in the Check-Up.
The diagnosis comes first
Not sure where AI belongs in your business? Start with the free Check-Up.
It uses your website and your answers to assess your customer journey, operations, pricing, risks, and opportunities for AI — and returns a prioritized roadmap, including at least one place where AI is not the answer.
For professional firms
Your client’s question. Your firm’s response.
Prepare drafts from firm knowledge, under your brand. Your team reviews, edits, and decides what reaches the client. Professional review required before delivery.
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