How we handle data

Every case is about a person who does not exist. We adhere entirely to Section 7216 and never reuse any client data.

Section 7216: We adhere entirely to Section 7216, the federal law that bars a tax preparer from using or disclosing a client’s tax return information for anything other than preparing the return without the client’s written consent (26 U.S.C. 7216). We never reuse any client data.
Invented taxpayers: Every taxpayer, employer, broker and account in a case is made up for that case, down to the names, addresses, identification numbers and figures.
Real experience: We are working tax professionals, and we may use kinds of situations we have seen before. Two examples: a prenuptial agreement in Washington that allocates assets, income and liabilities between spouses, and a taxpayer who lives in another country and works remotely through an LLC in the United States. The situation is the starting idea. The people, the documents and the numbers are invented.
Coincidence: Cases are written to look real. A made-up name, address or number can match a real one by chance, and a made-up situation can resemble a real one. Any such match is coincidence.
Files you send us: Cases, documents and instructions you send are used for your project and nothing else. We do not reuse them for another client and we do not publish them.
Your IDs: Your numbering stays yours. We keep your IDs against our own so deliveries match your records, and we do not use your ID format in work for anyone else.
The sample case: The sample case is a fictional taxpayer. In the sample copy, the Social Security number, phone number, email address, employer and payer identification numbers and state ID number are blacked out, because a made-up value can still match a real one by chance.
What you send through our forms: The contact form and the sample set request keep your name, company, email address, your message and the time you sent it. A sample set request also keeps the wording you agreed to. We use them to reply to you and to keep a record of who has the sample set. We do not sell or share them. The forms do not record your IP address. Ask and we will delete your entry.
Questions: Write to hello@ustaxlab.ai. We are glad to work under your confidentiality agreement.