Ask general questions about my services and common accounting/tax topics. For anything client-specific, book a consult.
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Reminder: Do not share confidential or tax-sensitive information in the assistant. Use the Client Portal for documents.
Disclosure: This AI assistant is provided for general informational purposes only and is not monitored in real time. It does not create a CPA-client relationship, does not provide professional advice, and should not be relied upon for filing positions or time-sensitive decisions. Professional services are provided only under a written engagement letter.
