1. About This Page
This page explains how I-TaxPlan Growth uses artificial intelligence on this website, what happens to the information you type into our chat assistant, and the limits of what that assistant tells you. It applies to the chat that appears on our contact and landing pages.
2. You Are Talking to an AI, Not a Person
The chat assistant on this website is artificial intelligence, not a member of our team. Nobody reads your messages as you type them, and no person reviews the assistant's replies before you see them.
This website uses an AI model, Claude Opus 4.8, provided by Anthropic PBC, to hold that conversation, understand your circumstances, and determine whether our services are a fit for you.
You are never required to use the chat. You can reach a person directly at [email protected] or +1 (727) 428-1039, and doing so involves no AI processing of your message.
3. What Information Is Sent to the AI Provider
When you type into the chat assistant, your messages are transmitted to Anthropic via their API for processing.
Because the assistant holds an open conversation rather than collecting fixed form fields, this includes any financial information you choose to share. In the normal course of the conversation it may ask about, and you may disclose:
- Your household income, business revenue, or investment portfolio range
- Your business entity structure and the number of properties you hold
- Whether you are an active or passive investor
- Whether you currently work with a CPA, and your reasons and timeline for seeking help
- Anything else you volunteer in your own words
Please treat the chat accordingly. Do not enter your Social Security number, taxpayer identification number, bank or card details, or account credentials. None of these are needed to find out whether we can help you.
See Anthropic's Privacy Policy for how they handle data submitted through their API.
4. Training
We do not use your conversations to train or improve AI models, and we do not sell them.
Anthropic's Commercial Terms state that inputs and outputs submitted through their API are not used to train their models by default. Because your conversation is not used for training, there is no training opt-out to offer. We link the source rather than summarising it, so you can rely on the provider's own wording: Anthropic Commercial Terms of Service and Anthropic Privacy Policy.
5. AI-Generated Content May Be Wrong
AI-generated content may contain errors or inaccuracies. The assistant's replies are automated and unreviewed. Anything it says about your eligibility, your potential tax savings, what our services would do for you, or your circumstances generally, may be incomplete or simply incorrect.
Nothing the assistant produces is tax, legal, accounting, or financial advice. It is not a quote, a proposal, or an offer, and it does not create a client, advisory, or fiduciary relationship. Use your own judgment, and consult a qualified professional, before relying on anything it says for a financial, tax, or legal decision.
6. Commercial Context
The chat assistant is operated by I-TaxPlan Growth to evaluate and qualify prospective clients for our own paid services. Its questions and its conclusions are directed toward that purpose.
It does not compare us against other providers, and it does not give impartial advice about whether you should engage us. Any suggestion it makes that our services suit you should be read as what it is: an assessment made by the company selling those services.
7. Questions
If you have questions about how we use AI, or you would like a copy of what you told the chat assistant, contact us at [email protected].