Our Use of Artificial Intelligence
Peters Tax Preparation & Consulting, PC · Effective December 1, 2026
We use artificial intelligence (AI) tools to work more efficiently, but people, not software, make the professional judgments. Every return and deliverable is reviewed by a qualified member of our team, and we remain fully responsible for our work.
How we use AI
We may use AI tools to help us:
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Research tax law, regulations, and IRS guidance
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Draft and edit letters, emails, and explanations, which our staff review before sending
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Organize, summarize, and extract information from documents you provide
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Categorize transactions and flag items for review
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Check our work for inconsistencies and missing items
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Manage scheduling, reminders, and other administrative tasks
Some of these features are built into the professional tax, accounting, and document software we use.
What AI does not do
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AI does not sign, approve, or file your returns.
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AI does not make final decisions about tax positions, deductions, or advice.
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AI-generated content is never delivered to you without review by our staff.
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We do not use AI to make automated decisions about whether to accept you as a client or what to charge you.
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We do not use AI chatbots to give you tax advice. If we offer an automated assistant, it will identify itself as automated.
How we protect your information when using AI
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Approved tools only. Staff may use only AI tools the Firm has reviewed and approved. Entering client information into free or consumer AI tools is prohibited.
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No training on your data. We use only tools whose terms prohibit the provider from using your information to train its AI models.
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Confidentiality agreements. Each provider must agree in writing to keep your information confidential and to use it only to provide services to us.
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Minimum necessary. We limit the information entered into AI tools to what the task requires, and remove identifiers such as Social Security numbers where practical.
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Part of our security program. AI tools are covered by our Written Information Security Program, vendor review, access controls, and staff training.
Your consent
Federal law (IRC § 7216) restricts how tax preparers use and disclose your tax return information. We use AI tools only to help prepare your return and provide the services you engaged us for.
If we ever propose to use an AI tool in a way that would use or disclose your tax return information for any other purpose, or to send it to a provider outside the United States, we will first ask for your signed, written consent. Signing is voluntary, and declining will not affect our services.
Accuracy and responsibility
AI tools can produce errors, outdated information, or content that sounds right but is not. That is why our staff verify AI-assisted research against primary sources and review all AI-assisted work. Using AI does not change our professional standards or our responsibility to you.
Your choices and questions
If you prefer that we not use AI tools that process your personal information, tell us in writing. We will honor your request; it may affect turnaround time. You may also ask which AI tools we currently use for your engagement.
Changes to this disclosure
AI technology and professional guidance are changing quickly. We review this disclosure and our internal AI policy at least annually and will post updates here with a new effective date.
Contact: Peters Tax Preparation & Consulting, PC · (800) 799-4526 · davidpeterstax@gmail.com