FAQ

Solo CPA objections about AI-assisted tax review, answered in plain language.

The six objections that decide whether a solo practitioner signs up — how the workflow records decisions, what citation context is available, how consent and privacy questions are handled, what connector limits apply, and where professional review remains required. 6 sections, 6 answers, no signup required to read.

Try the scanner live →See pricing
  • Six objections, one per section — the funnel reads in six clean passes, not a wall of twenty.
  • Each answer cites the IRC §, the engagement record, or the technology term that decides whether it holds up — same language a peer reviewer would reach for.
  • Never auto-files, never writes to the IRS on your behalf, never displaces the preparer on the return. Read the question, then try it on a real engagement.

01 · Section

Where does my client data live, and who can see it

The product documents access and consent controls by workflow. Privacy, retention, residency, and training-policy questions require review of the applicable terms and professional guidance.

Where does my client data live when I run the scanner, and who else can see it?
The product has firm-scoped access checks and consent records on supported intake paths. Those implementation details do not establish a residency, certification, retention, training-policy, or legal-compliance conclusion. Taxerity.AI presents research for review and does not auto-file; read /privacy and /trust, then consult your privacy and security advisers before using real taxpayer data.
Read the trust page →

02 · Section

How accurate is the scan, and would it hold up under IRS exam

Cataloged suggestions may include stored citation context and a confidence score; review the source record and the append-only decision log before relying on one.

How accurate is the scan, and would a flagged line hold up under IRS exam?
A cataloged flag may include the citation stored with its entry, a confidence score, and a decision-log record. The scanner produces research for review, not tax advice or an exam outcome; the practitioner must verify the source, facts, tax year, and filing treatment before relying on it.
See pricing →

04 · 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.
Read the trust page →

05 · Section

What role does mandatory owner review actually play

Flags are presented for firm review. The practitioner decides whether to accept, modify, or reject a suggestion and verifies any downstream filing action.

What role does mandatory owner review actually play in the workflow?
A flagged item can be reviewed and marked accepted, modified, or rejected in the firm workflow. The decision record remains available in the application, but the practitioner must verify the facts, authority, and any action in preparation software; owner review is not a guarantee of correctness or legal compliance.
See pricing →

06 · Section

How is this different from pasting the return into ChatGPT

The product separates preview data from firm workflows and keeps the practitioner in the decision loop. Privacy, training, retention, and isolation claims depend on the documented configuration and review.

How is Taxerity.AI different from pasting the return into ChatGPT or another off-the-shelf tool?
Taxerity.AI is a review workflow with bounded catalog context, decision records, and a no-auto-file boundary. It is not a promise about a provider’s training policy, residency, retention, legal compliance, or an exam result. Review the configured privacy and security posture before using any third-party service with taxpayer information.
See pricing →

Read next: a related engagement

IRS Notice Response →
IRS notice response for solo CPAs and EAs responding under their firm's PTIN.
Tax Planning →
Year-end tax planning for solo CPAs and EAs running a Q4 engagement under their firm's PTIN.
Book a Walkthrough →
A 15-minute walkthrough of the notice-response workflow on a real engagement — no deck, no commitment.
Pricing →
Professional at $149/month for solo practices, Firm across the whole engagement team. 14-day free trial runs the full base platform end-to-end first.

Beyond the six core objections

The long-form compliance narrative lives on /trust.

The six objections above describe product behavior and its limits. The /trust and /privacy pages document the available controls, but they are not certifications or legal conclusions; qualified tax, legal, privacy, and security advisers should review the fit for your practice.

Read the trust page →

How this page is built

One const feeds both the page and the structured data.

  • · Source-of-truth: src/lib/business/faq.ts — a single typed const feeds the section rendering and the JSON-LD.
  • · Six sections, one objection per surface: data security, accuracy under IRS exam, §7216 client consent, Circular 230 liability, mandatory owner review, and the vs-ad-hoc-AI differentiator.
  • · Anonymous-readable: no auth gate. The page exists to address objections during outreach, before sign-up — gating it would defeat the funnel.
  • · JSON-LD: three hidden <script type="application/ld+json"> blocks — organizationGraph + softwareApplicationGraph + faqPageGraph — emit the same canonical brand entity /pricing mounts, so Google dedupes Taxerity.AI across the site.
  • · Per-Q&A anchors: every FAQItem carries a stable slug; the rendered Q&A lives inside a <section id={slug}> so /faq#<slug> deep-links to that single answer (and the JSON-LD Question.url carries the same fragment).
  • · Closure per section: /pricing, /try, or /trust — never /coverage (route not yet shipped).

Ready to see the price? →

Start with a 14-day Free trial of the full base platform, then decide on Professional at $149 per month — the same 14-day trial, the same mandatory owner review, the same Circular 230 §10.35 boundary, no commitment.

See pricing →