This is a consulting engagement — not a software subscription. Here is exactly how the relationship is structured, what the licensing model means, and how to begin.
iTaxPreparer is not a SaaS platform. It is not a template you download. It is not a course. It is a consulting engagement — Razzano Consulting designs, Razzano AI installs, and you operate the result.
A SaaS subscription you cancel next month
A consulting engagement with defined implementation scope and timeline
A template pack you configure yourself
A fully installed OS — configured, tested, and validated for your firm
A course that teaches you what to do
An operating system that does it — with you, for your practice
Open to anyone willing to pay
Selectively engaged — every firm assessed for fit before implementation begins
AI-autonomous filing without review
AI-assisted workflow with mandatory human oversight at every critical gate
Implementation is scoped based on your firm's current state, volume, and implementation readiness. Every engagement is designed in the proposal — not before the assessment.
Full installation of the Tax-Led Advisory OS into your practice — from intake through advisory delivery. Designed for practitioners ready to implement now.
Ongoing licensing of the Razzano Consulting standard — including OS updates, prompt library maintenance, workflow updates, and quarterly system reviews as the OS evolves.
Ongoing consulting relationship for firms that have structure in place and need strategic advisory support, documentation review, or practice development guidance.
The designation is not marketing. It is a documented operating standard that every licensed firm must maintain.
Planning over filing — every client, every engagement, every season.
Advisory conversations on a structured quarterly schedule — not by client request.
Every return produces all four. No exceptions. Every engagement audit-defensible.
No guarantees, no promissory claims, no suitability conclusions without documented process.
Three-stage AI review pipeline on every return — advisor approval at every gate.
OS evolves — prompts, workflows, and documentation standards updated as the standard advances.
Pricing, scope, and timeline are determined after the Practice Assessment — not before. Complete the form and we will respond within two business days.
Schedule a Practice AssessmentScope and terms determined by proposal · No obligation following the assessment