The Compliance Guarantee

Code-Backed Positions Only

Every strategy we recommend is grounded in a specific section of the Internal Revenue Code, an IRS ruling, or established case law. We do not recommend positions without a documented legal basis. No exceptions.

Written Documentation Standards

Every recommendation delivered through Tax2Go DeSoto includes:

• The applicable IRC section(s) supporting the position
• All required supporting documentation identified in writing
• An assigned audit risk rating: Low / Moderate / High
• Pre-spend documentation requirements where applicable

Audit Support — All Preparation Clients

If any tax position prepared by Tax2Go DeSoto is questioned by the IRS or a state taxing authority, we will provide written support documentation and assist in responding to the inquiry — at no additional charge — for the tax year in which the position was taken.

Circular 230 Compliance

All advice, written strategy, and client communications are issued in accordance with IRS Circular 230. Tax2Go DeSoto practitioners maintain active PTINs and adhere to all applicable standards of professional conduct. Recommendations that present elevated risk are disclosed in writing with mitigation guidance attached.

Pre-Spend Documentation Requirement

For strategies involving deductible business expenses — including 144k Collective participation, marketing, community sponsorship, and promotional activity — Tax2Go DeSoto requires documented business purpose prior to the expenditure. We will not recommend or support retroactive justification of undocumented expenses.

No Guaranteed Savings

Tax2Go DeSoto does not guarantee a specific dollar amount of tax savings. Every client outcome depends on individual income structure, entity setup, and documentation completeness. What we guarantee is that every position we recommend is legally defensible, properly documented, and audit-ready.

• Tax positions taken by the client independently, outside of Tax2Go DeSoto written recommendations
• Returns prepared by another firm or tax preparer
• Strategies implemented after the tax year has closed without prior written documentation
• Recovery Room Playbook purchasers who do not engage Tax2Go DeSoto for return preparation (audit support applies to preparation clients only)