Advisory

Advisory review workflowfor solo CPAs and EAs running an engagement under their firm's PTIN.

Selected representation, written-advice, and scenario patterns route through the same four-step owner-reviewed workflow (intake, position, draft, owner-review). Available source context and decision records support review; the practitioner verifies the facts, applicable rules, disclosures, and signature requirements.

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  • Three bounded drafting paths — notice review, written-advice drafting, and selected planning scenarios — use the same four-step advisory workflow.
  • A draft may include available citation context and a review record; the firm verifies sources and decides which professional disclaimers or signatures apply.
  • Per-advisory scope is set at intake. No fee unless the firm files a written deliverable. Pro subscription is Professional $149 per month; cancel anytime.

Review support

Three bounded drafting paths. One owner-reviewed workflow.

Each listed path routes through the same four-step review (intake, position, draft, owner-review) with available source context and configured decision records. Priority labels describe workflow sequencing only; they are not an assurance of representation, legal sufficiency, or an IRS outcome.

Treasury Circular 230 §10.35Time-sensitive
IRS notice review support
Notice and audit-response drafting support for practitioner review; the platform is not an IRS representative.

The platform can help organize selected notice-response materials for practitioner review. The practitioner or authorized representative determines the engagement scope, verifies the facts and authority, signs any deliverable, and handles communication with the IRS. This product description is not Circular 230 approval, tax advice, or a promise of representation or exam outcome.

Treasury Circular 230 §10.35(d)Scheduled deliverable
Drafting support for written advice
Position memos and other drafts can be prepared for practitioner review; required disclaimers and signatures remain an engagement decision.

The platform can draft selected position-memo content for practitioner review. The firm decides the engagement language, required disclaimer, source authority, and signature; the platform is not the signer and does not establish compliance with Circular 230.

IRC §199A · §41 · §174 · §6043Ongoing position
Scenario / positioning memos
Selected scenario and positioning topics that can be reviewed alongside /tax-planning.

The platform can organize selected planning scenarios for practitioner review, including configured QBI, research-credit, §174, or state-nexus topics. Verify the source, facts, tax year, jurisdiction, and filing treatment; any citation or decision record is bounded to the available catalog and is not an exam or compliance guarantee.

The workflow

Four steps. One owner-review checkpoint.

Each step in the advisory workflow is short, deliberate, and bounded — the platform does not transmit to the IRS at any point; the practitioner decides whether and how to sign any deliverable.

Intake the engagement.
Intake the advisory request through the engagement letter scope — the firm defines the requested notice-response, exam-response, position-memo, or written-advice work, the retained scope, and the source material to review. The intake record can capture the agreed scope and a reviewer decision; the firm remains responsible for authorization and the final deliverable.
  • Representation tier
  • Retained scope of work
  • §-anchored precedential ground
Position the issue.
Research the source material, frame the plausible positions, and scope the reasoning to the engagement letter. A draft may include citation context from the available catalog and a review note; verify each source, fact, tax year, and filing treatment. Qualified advisers should determine any required disclaimer or professional standard.

IRC §-citation per line · §10.35(d) disclaimer trailer · three position checks per draft

Draft the written advice / memo.
The platform can draft a structured schedule with a position, available source context, support requested, and review status. The firm decides whether a disclaimer, practitioner signature, or other professional requirement applies; the platform drafts only and does not establish Circular 230 compliance.
ScheduleStatus
positiondraft
citationlinked
supportawaiting client
owner-reviewqueued
Owner-review the advisory deliverable.
Every advisory deliverable lands in the firm owner review queue before transmission. The owner accepts, modifies, or rejects with a timestamp and a reason; the audit log captures who signed off, what IRC §-citation backed the position, and what the engagement file carries as the final advisory record. The deliverable ships under the practitioner signature, not as an unattended AI deliverable. Treasury Circular 230 §10.35 stays with the practitioner of record; the platform is the drafting tool, not the signer of the §10.35(d) disclaimer.
  • Owner queue: accept / modify / reject
  • §10.35(d) disclaimer + practitioner signature

01 · Section

Where does Circular 230 liability sit when the AI flags something

The practitioner remains responsible for professional judgment, supervision, and the filing decision; the product is not professional approval or a substitute for advice.

Where does Circular 230 professional liability sit when the AI flags something on a return?

Taxerity.AI presents a draft for the practitioner to accept, modify, or reject; it does not sign a return, provide professional approval, or replace the practitioner’s judgment. Any duties under Circular 230 or other professional rules remain with the practitioner, who should obtain qualified advice about the engagement and filing.

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Engagement pricing

Per-advisory scope is set at intake — and the platform subscription is unchanged.

TierShapeWhat's included
Per-advisory engagementScoped per deliverableCitation research, position framing, written-advice draft, and owner-review — all on the same per-advisory record. Quote at intake so the firm knows the scope before any work begins; the engagement letter scope (representation tier + retained scope of work + §-anchored precedential ground) is the contract the deliverable reads against.
No fee without a signed memoNo fee without a written deliverableIf the firm decides not to file a written-advice deliverable after intake — a §10.35(d) disclaimer that the practitioner declined to attach, a §-anchored scope that narrowed below the engagement-letter envelope — there is no per-advisory fee. Treasury Circular 230 §10.35 stays with the practitioner of record; the platform is the drafting tool, not the signer.
Platform subscriptionProfessional $149 / monthSame Pro subscription /pricing surfaces — base platform, position-memo pipeline, owner-review queue, audit log, and ProConnect / UltraTax / Lacerte / CCH Axcess / OLT Pro integrations.

Per-advisory scope is set at intake; the platform subscription is unchanged.

Have an advisory engagement on the docket? →

A 15-minute walkthrough of the advisory workflow on a real engagement — no deck, no commitment. Pricing stays on the matching Pro tier once you're ready. Start with a 14-day free trial of the base platform first.

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