Disclaimer

This Disclaimer supplements our Terms of Service and Privacy Policy. By using TaxOikos, you acknowledge and agree to the following.

1. Not tax, legal, or financial advice

Content generated by TaxOikos—including AI-generated summaries, comparisons, flags, “savings opportunity” suggestions, and educational text—is provided for general informational purposes only. It does not constitute tax advice, legal advice, accounting advice, investment advice, or any other professional advice.

Tax laws are complex, change frequently, and depend on your specific facts. You should consult a qualified Certified Public Accountant (CPA), enrolled agent, attorney, or other licensed professional before making decisions that affect your tax filings, elections, entity structure, or financial plan.

2. Artificial intelligence — accuracy and limitations

TaxOikos uses artificial intelligence, including services provided by Anthropic, to read documents and generate text. AI systems can:

• Misread numbers, lines, or schedules on scanned or PDF documents;
• Hallucinate or omit line items;
• Apply incorrect assumptions about your filing status, state of residence, or entity type;
• Reflect training data cutoffs that do not include the latest law or guidance.

You must verify every material figure against your original source documents (W-2s, 1099s, K-1s, prior returns, etc.) before relying on any output for filing or planning.

3. No guarantee of tax savings or outcomes

Any estimate of “potential savings,” “missed deductions,” or similar language is illustrative and not a guarantee that you will realize those savings, that the IRS or a state will agree, or that a position is “audit-proof.” Actual results depend on audit risk, substantiation, law changes, and your CPA’s judgment.

4. IRS audit and enforcement

Use of TaxOikos does not reduce your risk of examination by the IRS or state tax authorities. TaxOikos does not represent you in an audit. If you are audited, you are responsible for producing records and working with your tax professional. We make no representation that our outputs will satisfy an examiner.

5. Third-party AI processing

When you use AI features, portions of your documents or extracted text may be transmitted to Anthropic’s infrastructure for processing, as described in our Privacy Policy. Anthropic’s processing is subject to Anthropic’s terms and policies. TaxOikos does not control Anthropic’s systems and is not liable for Anthropic’s acts or omissions beyond what our Terms permit.

6. Your responsibility

You are solely responsible for:

• The accuracy and legality of information you upload or enter;
• Timely filing and payment of all taxes;
• Maintaining copies of original documents as required by law;
• Deciding whether to follow any suggestion from TaxOikos or your CPA;
• Securing your account credentials and devices.

7. No professional relationship

Use of TaxOikos does not create an attorney-client, accountant-client, or fiduciary relationship between you and TaxOikos LLC or its team. Communications through the product are not privileged in the same way as communications with a licensed professional retained solely for your matter.

8. “As is”

To the fullest extent permitted by law, TaxOikos LLC disclaims all warranties not expressly stated in our Terms of Service. Your exclusive remedies are as set forth in those Terms.

9. Contact

Questions about this Disclaimer: support@taxoikos.com