AI use and your choices

Assistance with human responsibility

We may use AI for research, document organization, extraction, reconciliation, and drafting when the workflow is appropriate. AI can be wrong or incomplete. We review its work, check material calculations and supporting authorities, and retain responsibility for professional judgments and deliverables.

AI output is not tax authority. We do not leave final tax decisions, filing, or client communications to an autonomous AI tool.

Tools considered

Our contemplated tools include an individual OpenAI ChatGPT Pro subscription, Microsoft commercial Copilot, and MyTAXPrepOffice My AI Assistant. The exact Microsoft subscription, settings, and features must be verified before a client-data workflow is approved.

The applicable service, account, feature, and settings matter. Provider policies do not establish your permission or a legal exception. We do not promise that all processing stays in the United States, that provider personnel can never access information, or that data has no retention period. Linked provider policies explain their own current terms.

Before client information is used

Before confidential information or tax return information goes to an external AI service, we review the particular purpose, necessary data, recipients and connected services, processing locations, access, retention, security, and applicable provider terms. We document the legal basis, including any applicable exception, and obtain a valid separate consent when required. If we cannot establish those conditions, we do not provide the information to that service.

This policy describes our process. It is not a section 7216 consent or permission for unrestricted disclosure. Where consent is required, separately completed documents identify the information, recipient, purpose, duration, and other required disclosures and signatures. All required taxpayers must authorize the covered use or disclosure before it occurs.

Limiting information and access

We use fictional examples for general research where practical and limit client information to what is needed. Removing a name alone does not remove confidentiality or tax-information restrictions. We exclude Social Security numbers, taxpayer identification numbers, account credentials, and full financial account numbers from external AI inputs.

For an approved ChatGPT Pro workflow, we disable model-training sharing and verify relevant controls before use. We separately review any environment-level training setting and connected-tool access. We do not submit client content as product feedback, publish it through shared links, or use unapproved apps, agents, actions, or connectors.

Training controls do not eliminate processing, retention, or all authorized provider access. We reassess a workflow when its purpose, recipients, features, or relevant terms change and request removal of unnecessary copies where the provider supports it and applicable obligations permit.

Declining or withdrawing permission

You may decline optional external AI processing of your records and request a workflow without it. We do not condition tax return preparation on optional AI consent.

You may withdraw an AI disclosure permission prospectively by notifying us in writing at dillon@rccnacct.com. After receipt, we stop future disclosures covered by that permission. Withdrawal cannot undo a disclosure already made or require deletion that conflicts with lawful retention obligations.

This website does not collect tax-information consents. If a consent is needed, we arrange a separately completed and signed document or an appropriately verified secure-portal process before the covered activity. A general approval email does not satisfy that requirement.