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Notice of IRS Compliance
At Lockhart AI Tax Services, we adhere strictly to all IRS regulations and requirements for paid tax preparers. Our goal is to provide clients with accurate, secure, and fully compliant tax preparation services. Below is an outline of how we meet the IRS standards as a certified tax preparation service provider.
1. PTIN Compliance
All tax returns prepared and filed on behalf of clients are completed by licensed professionals holding a valid Preparer Tax Identification Number (PTIN) as mandated by the IRS.
Our tax preparers undergo annual updates and continuing education to stay informed of tax law changes and maintain compliance with IRS standards.
2. EFIN Compliance
We are an authorized IRS e-file provider with a valid Electronic Filing Identification Number (EFIN).
All electronic filings are transmitted securely through IRS-approved systems, ensuring data integrity and protection.
Clients will receive official IRS acknowledgments for electronically filed tax returns, confirming successful submissions.
3. Data Security and Confidentiality
Our systems are built to safeguard sensitive information in compliance with IRS Publication 4557, "Safeguarding Taxpayer Data," and other federal guidelines.
Encryption, multi-factor authentication, and secure data storage protocols are implemented to protect client information.
We do not share client data with third parties unless required by law or with explicit client consent.
4. Compliance with Circular 230
As paid tax preparers, we comply with the IRS Circular 230 Regulations, ensuring ethical standards and due diligence in tax preparation and representation.
We provide accurate and substantiated tax returns and advise clients on proper reporting and tax positions to avoid penalties or errors.
5. Annual Filing Season Program (AFSP)
Our tax preparers participate in the IRS Annual Filing Season Program, enhancing our qualifications to represent taxpayers before the IRS for returns we prepare and file.
6. Taxpayer Bill of Rights
We are committed to upholding the Taxpayer Bill of Rights, ensuring clients are informed, treated fairly, and given the highest standard of service.
7. Fraud Prevention and Scam Awareness
To protect our clients, we actively monitor for fraudulent activities and educate taxpayers on how to avoid scams and identity theft related to taxes.
We comply with IRS identity verification protocols to prevent unauthorized filing or misuse of taxpayer information.
Contact Information
If you have any questions about our compliance or want to verify our PTIN and EFIN credentials, please contact us directly:
📧JTHOMASLOCKHART@LOCKART3AS.COM
📞 330-353-8240