AI Disclosure & Disclaimer
AI-TaxPlan is an AI-powered service. This page states plainly which AI models are used and what each one does, where your input goes, what is and is not done with it, and how we configure the models in ways that affect their output. It is written to be read, not to be technically survivable.
AI-generated content may contain errors. Every finding, recommendation, dollar estimate, citation and report produced by this Service is generated algorithmically and can be wrong, incomplete, or out of date. Use your own professional judgment before relying on any of it for a financial, tax, or legal decision — including anything you pass on to a client, put in a filing, or act on yourself. Verify every figure and every citation against primary sources first.
1. Which models we use, and what each one does
All language models used by the Service are Claude models operated by Anthropic and reached over Anthropic's API. Different steps use different models. Specific model versions change as newer ones are released; the roles below are stable, and the version names are current as of the date above.
| Step | Model | What it does |
|---|---|---|
| Inspector | Claude Sonnet | Reads the uploaded tax return and client profile, reconciles figures against the attached schedules, and reports findings and data gaps. |
| Strategist | Claude Opus | Produces the strategy plan — which strategies apply, the dollar math, and the citations. |
| Auditor | Claude Sonnet | Reviews the Strategist's output for eligibility, arithmetic and duplication and returns a verdict. This is an automated check, not professional review by a human. |
| Assistant, intake, screening, chat widget | Claude Haiku and Claude Sonnet | The in-app assistant, conversational intake, the rapid pre-screen, document field extraction, and the optional lead-capture widget a firm can embed on its own website. |
| Knowledge-base search | Cloudflare Workers AI embedding model (@cf/baai/bge-large-en-v1.5) | Converts tax-law reference text and search queries into numeric vectors so the knowledge base can be searched by meaning. This runs on Cloudflare, not Anthropic. |
2. Where your input goes
When an analysis runs, the client profile, any uploaded return, and any notes entered are transmitted to Anthropic through its API for processing and returned to us. Knowledge-base queries are additionally processed by Cloudflare Workers AI. Those are the only two AI providers that receive your content — it is not sent to OpenAI, Google Gemini, or any other model vendor.
- Anthropic — privacy policy · commercial terms
- Cloudflare — privacy policy
How long we retain your content, and how to have it deleted, is covered in our Privacy Policy and Data Processing Addendum.
3. Training — we do not train on your content
We do not use your content, your clients' content, or the outputs generated for you to train any AI model. Anthropic's commercial terms state that prompts and outputs submitted through its API are not used to train Anthropic's models, and Cloudflare states the same for Workers AI. We rely on those contractual commitments; we do not independently audit either vendor's training pipelines.
4. Opt-out — stated honestly
There is no setting that keeps the analysis features working while preventing AI processing, because the AI processing is the analysis. What you do control:
- You choose which clients to analyse and which documents to upload.
- You can run an analysis from profile figures alone, without uploading a return.
- The website chat widget is off until a firm turns it on.
- You can delete a client, or request deletion of your firm's data, at any time (see the Privacy Policy).
If you do not want a particular client's return processed by a third-party AI provider, do not upload it.
5. How outputs are prioritized — our configuration, disclosed
AI output from this Service is not a neutral survey of the tax code. The models operate inside rules we configure, and those rules affect which strategies appear, in what order, and with what dollar figure. We disclose them here rather than leave you to infer them:
- Charitable Gift Financing (CGF) is placed first by configuration, not by independent model judgment. Where a client's AGI is at or above $350,000, the Strategist is instructed to lead with CGF. Its dollar figure is not produced by the model at all — it is computed by a fixed formula in our code and written over whatever the model returned, and the automated Auditor is instructed not to re-derive or challenge that figure. CGF is central to the practice this Service was built to support. Its costs, risks and our non-affiliation with any lender are set out in section 7A of our Terms of Service.
- Eligibility gates suppress strategies in code. Independently of the model, hard-coded rules remove strategies a client cannot use — entity-dependent strategies are withheld from W-2 clients, investment strategies are withheld without evidence of a taxable brokerage account, and so on. A strategy's absence may reflect one of these gates rather than a model conclusion.
- Your firm can steer its own outputs. Custom strategies you author in the Strategy Library are injected into the Strategist's instructions for your matching clients. Those are your firm's inputs, not ours, and they are visible only inside your firm.
- The headline savings figure is capped. Total estimated annual savings is capped at 85% of computed federal tax liability, because the strategies presented are alternatives that do not fully stack. Individual strategy figures are standalone values and will typically sum to more than the capped headline.
6. This is not tax, legal, or financial advice
Nothing produced by this Service constitutes tax, legal, financial or investment advice, and nothing here changes your obligations under our Terms of Service — in particular sections 7 and 10, which govern AI outputs and the disclaimer of professional advice. All output must be independently evaluated and approved by the subscribing licensed CPA or Enrolled Agent before any client communication, any filing, or any action taken in reliance on it.
7. Wiki Legal — introductions to independent tax counsel
Wiki Legal puts you in touch with an independent tax attorney. Despite the name it is not a reference work, a database or a legal research tool — it is an introduction only. Any attorney you engage this way is not our employee, partner or agent; they are separately engaged by you, they set and collect their own fee, and no part of that fee is paid to or shared with us. Their advice is theirs and is governed by your engagement with them, not by these terms — and it does not make anything produced by this Service legal advice. We do not send your client's return, plan or personal information to counsel when you request an introduction; we pass on your own contact details and the note you write, and you decide what to share from there.
8. Questions
Contact renato@i-taxplan.com.