AI and Professional Advice Disclaimer

Exit Velocity tools use automated calculations and AI-generated text. AI output can be incomplete, outdated, inaccurate, or inappropriate for your exact facts.

Tax-loss harvesting outputs are review candidates and questions for a CPA, not instructions to sell, hold, rebuy, file, amend, or take a tax position.

IRS Audit Defense outputs are structured drafts for CPA or tax-attorney review. Do not send any generated draft to the IRS without professional review and without verifying citations, facts, dates, and attachments.

Nothing on this site is tax, legal, financial, investment, accounting, or estate-planning advice.