Complexity should live in the software, not in front of the taxpayer.
If Topaz understands a complicated IRS record, the result should usually become a simple next action.
Why Topaz exists
Tax problems are fragmented. The path forward shouldn't be.
Taxpayers are often asked to choose a solution before they even understand the problem. Topaz reverses that.
Understand first. Plan second. Act third. Confirm what happened. Then stay current.
The problem
One situation, scattered across too many places.
The taxpayer is not incapable. The information is fragmented.
IRS notices
Account records
Prior returns
Missing filings
Balances
Deadlines
Financial information
Program rules
Professional advice
What Topaz believes
Ask only what matters.
Taxpayers should not complete enormous forms before we know whether all that information is necessary.
“I don’t know” is a valid answer.
Topaz should help resolve uncertainty rather than punish someone for not understanding IRS records.
Evidence matters.
Important facts should be tied to where they came from and when they were known.
Plans should change when facts change.
Tax situations evolve. Topaz should update rather than preserve a stale report.
Humans are important when they’re actually needed.
Professional assistance should be available without making every taxpayer start with a sales consultation.
How Topaz thinks
Build an understandable case state.
Topaz may combine information the taxpayer provides, IRS notices, transcripts or other records, prior returns and documents, structured rules and calculations, software workflows, AI-assisted interpretation, and optional professional review.
Topaz does not claim live IRS access. A preliminary assessment is not a determination of eligibility. Tax or legal representation, when needed, must be provided by appropriately credentialed professionals.
Transparency is product doctrine
Important conclusions should be able to answer clear questions.
Future direction
Resolve the past. Handle the present. Stay current going forward.
For self-employed taxpayers in particular, Topaz's eventual opportunity extends beyond resolving old tax debt into helping prevent the next tax problem. That direction must be earned by first helping people understand and address the problem in front of them.
Start with what you know.
Topaz will help determine what matters next.
