Our 4-gate compliance engine validates every strategy before it reaches you. 7 years of audit-ready documentation for every strategy. If it can't survive IRS scrutiny, it doesn't leave our system.
IRC code verification. If there's no clear legal basis, it's blocked.
Documentation requirements mapped. Missing paperwork = rejected.
Step-by-step validation. Every requirement verified before sign-off.
Attorney or CPA final review. Human oversight on every strategy.
These never make it past Gate 1. We don't touch them. Period.
IRS Listed Transaction. Criminal referral risk.
Post Notice 2016-66 structures flagged by IRS.
Treaty abuse. IRS active enforcement.
Listed Transaction under Notice 2024-54.
RoboTax provides the intelligence layer. Your CPA and attorney remain your advisors of record. We prepare the analysis—they sign off on the execution.
Every strategy we recommend has passed the AuditArmor™. Start with confidence.
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