[POLICY OWNER AND EFFECTIVE DATE: confirm before launch.]
Principles
- Licensed responsibility. A licensed preparer signs every return, and an Enrolled Agent signs every resolution. They’re responsible for the work, whatever tools helped.
- No automatic filing. There is no path from software to the IRS without a licensed person’s review and approval.
- Tax math is not done by language models. Tax, penalty, interest and payment amounts come from professional tax software and written rules.
- Every figure has a source. Values on returns and financial statements link to an IRS record, a document, a bank transaction or the client’s own answer.
- Consent first. Client tax information reaches an AI provider only with a valid, recorded consent and under a contract that meets our data-use terms.
- Disclosure. Our assistant identifies itself as AI in every conversation, and a person is available on request.
- No outcome promises. Our assistant works from approved statements and never promises an IRS outcome or amount.
- Records. We log model use, reviews, approvals and submissions on each case.
- Testing. We test our software against cases reviewed by licensed professionals before relying on it, and again when it changes.
Contact
Questions about this policy: [SUPPORT EMAIL].