Understand the package before you buy.

The current statute addresses a dwelling unit used by the taxpayer as a residence and actually rented for less than 15 days during the taxable year. It says the owner does not take rental-use deductions under that special rule and the income derived from that use is not included in the owner’s gross income.

That language does not by itself decide whether a particular related-party arrangement is respected, whether a business expense is deductible, what rate is reasonable, or how your entity should report it. Those questions depend on the facts, other law, and professional review.

One guided intake creates the defined package: a rental agreement, business resolution, invoice, proposed FMV methodology memo using the comparable information supplied, an agenda for each entered meeting date, minutes and sign-in templates, one organized PDF, implementation instructions, email delivery, and Customer Portal access. The price is $497 once, with no subscription.

No. Augusta Rule IQ prepares documents and implementation instructions. Eligibility and tax treatment depend on your facts, current law, and professional review. Buying the package does not create a deduction, income exclusion, or other tax result.

No. The package organizes the comparable-rental information you supply into a proposed FMV methodology memo. You and your tax professional review the sources, comparability, assumptions, and final conclusion. The separate FMV planning worksheet performs arithmetic on your inputs; it does not verify or approve them.

It includes a minutes template and sign-in page for each meeting date entered. You must hold the real meeting and finalize the record afterward based on what actually happened. The system cannot truthfully create an after-the-fact record in advance.

You and your tax professional remain responsible for the real transaction and tax decisions. That includes:

• confirming fit, final FMV, and tax treatment;
• providing accurate facts and reviewing every generated document;
• holding the actual meetings and finalizing the minutes afterward;
• signing the documents and making and documenting payment; and
• retaining the completed records and addressing reporting.

After checkout, complete the guided intake. Augusta Rule IQ reuses those facts across the defined package, then delivers the generated PDF by email and keeps it available in your Customer Portal. Review the file, resolve questions with your tax professional, and complete the real-world steps described in the implementation guide.

No. Augusta Rule IQ is a documentation product. It does not replace advice from a tax, legal, or accounting professional who has reviewed your facts and engagement. JAG CPA & Co. being the product creator does not create a separate professional engagement through the software purchase.

No. No deduction, exclusion, savings, eligibility, compliance, or audit outcome is guaranteed. The product’s promise is narrower and concrete: it prepares and coordinates the defined document package from one guided intake.

Support is available for product access and technical delivery. The posted delivery and refund terms cover defined technical delivery failures, not tax treatment, professional acceptance, savings, or audit outcomes. Contact averey@jagcpa.com or 713-234-5112.

An owner can use the fictional sample to understand the product’s structure and responsibility split. A tax professional should review eligibility, final FMV, tax treatment, and reporting for the actual facts.