Research, plan and defend
Defender Agent
It reads an IRS notice, examines the evidence in the client record, and proposes a strategy and how to carry it out.
What it does
- Processes IRS notices and works out what is being claimed.
- Examines the evidence in the unified client record and compares it with the IRS view.
- Proposes a strategy and how to implement it, and drafts the response and the emails each party needs.
What it works from
- The notice itself.
- The unified client record: returns, documents and correspondence.
- Citations from IRS guidance, through the Researcher Agent, when you ask for them.
Who decides
Your firm decides what goes out. The Agent drafts the response and proposes the plan; a qualified member of your firm reviews, edits and decides. Every Agent drafts and assists; a qualified member of your firm reviews and decides.
Questions about the Defender Agent
- Does the Defender Agent respond to the IRS on its own?
- No. It drafts the response and the related emails. Your firm decides what goes out.
- Does it propose a strategy?
- Yes. It suggests a course of action and the steps to implement it, based on the notice and the evidence in the client record.
- Does it replace a tax professional?
- No. It hands the practitioner a prepared plan instead of a blank page. Your firm stays responsible for the work.
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