Responsibility checklist

Know what the system prepares—and what still has to happen.

Use this as a planning aid before purchase and a handoff guide afterward. It is not an IRS checklist, an eligibility test, or a guarantee that a transaction receives a particular tax treatment.

Personal review progress

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The package preparesThese are the coordinated outputs Augusta Rule IQ builds from the guided intake.
The buyer completesThe software cannot create these real-world facts or actions for you.
Professional review resolvesThese are tax, legal, valuation, entity, or reporting judgments—not software outputs.

The critical distinction

A coordinated document package can make the work easier to review and complete. It cannot substitute for a real business purpose, a supportable rate, actual meetings, accurate records, payment, signatures, or a professional conclusion about tax treatment.

Get Started

The Augusta Rule paperwork, done for you.

One guided intake creates the defined documentation package shown on the home page. $497, one time.

One-time purchase · No subscription · Email and Customer Portal delivery

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