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Last updated: May 23, 2026
Tax IQ provides AI-generated educational information about potential tax planning strategies. This information is not personalized professional tax advice, legal advice, financial advice, accounting advice, or investment advice.
Tax law is complex and depends on your specific circumstances. Before implementing any strategy suggested by Tax IQ, you should consult with a licensed CPA, tax attorney, enrolled agent, or other qualified tax professional.
Tax IQ uses artificial intelligence (Anthropic's Claude model) to generate analysis. AI can produce inaccurate or outdated information. We make no guarantee that analysis is accurate, complete, or current. Always verify with primary sources or a qualified professional.
Use of Tax IQ does not create a CPA-client, attorney-client, or fiduciary relationship. We are not your tax preparer, advisor, or representative.
Estimated savings shown in Tax IQ reports are based on assumptions and the information you provide. Actual savings will vary based on your full tax situation, future tax law changes, and execution of recommendations. We do not guarantee any specific tax outcome.
Federal, state, and local tax laws change frequently. Analysis may reflect outdated rules. Verify current law before acting.
Tax IQ provides general guidance that may not account for all state-specific rules. Some strategies that work federally may have different state tax consequences.
Implementing aggressive tax strategies, even legitimate ones, can attract IRS scrutiny. We do not represent you in audits or tax disputes.
You are responsible for maintaining documentation to support any deduction, credit, or strategy you claim. Tax IQ does not provide audit defense or recordkeeping services.
Any action you take based on Tax IQ information is at your own risk. We disclaim all liability for decisions made based on our analysis.
