AI disclosure
AI disclosure
Last updated: February 2, 2026
What the AI does
- Summarizes and organizes your tax inputs.
- Highlights potential deductions and credits.
- Drafts an AI-assisted tax return summary for your review.
What the AI does not do
- It does not file your return with the IRS or state agencies.
- It does not provide legal or tax advice.
- It does not replace professional judgment.
Human review
Unless explicitly stated, there is no human review of AI outputs. Optional human review may be offered as a separate service.
Data processing
We may send tax intake data to AI providers (OpenAI and Moonshot/Kimi) to generate outputs. We do not use your data to train models.