Compliance
Plain English on data, consent and standards.
LEGAL REVIEW REQUIRED before launch
Data security
Your data is scoped to the people who need it.
Each firm sees only its own clients. Each taxpayer sees only their own information. Access is enforced on our servers, not just in the screens you see.
Consent
Nothing is sent to you without a reason.
We contact you only after you ask us to. Any message from a firm is reviewed by a person before it goes out.
Professional standards
AI prepares. A licensed CPA decides.
Every return is reviewed and signed by a licensed CPA. Strategies are evaluated against your specific facts and implemented only after professional review. Fees are never contingent on tax savings.