TAX PLANNING · RESEARCH & INSIGHTProfessional boundaries
Independent preparation. Explicit limits.
Planning Basis provides independent supplier research and preparation tools, not personalised tax, legal or investment advice.
No savings guarantee
The $55,000 illustration is a first-year cost hurdle: $40,000 of advice plus $15,000 of implementation. It does not establish an available saving, tax rate or deduction. Seeded tool inputs and dates are synthetic examples, never statutory deadlines.
Professional standing and scope
CPA, enrolled agent and attorney credentials have different issuing authorities. Verify standing through the relevant authority and confirm the assigned team’s accepted responsibility. A credential does not by itself substantiate a proposed strategy or guarantee defensibility.
Demonstration content
The directory is fictional. Tools run deterministic rules in this browser, not remote AI. Reports, email drafts and introduction drafts are labelled Demo or Prepared locally. No emails or introductions are sent.
Independent purchasing conclusions
An incumbent scope review, a specialist project, a retainer or no purchase can be appropriate to investigate. The desk does not assume that the most expensive engagement produces the best outcome.