Editorial standards
These standards govern RetireTax Scan Pro public resources and product documentation. They are designed to keep tax-year references, product claims, limitations, and corrections visible and proportionate.
Tax, Medicare, Social Security, securities-regulation, and related claims are sourced first to the responsible government agency or regulator when an appropriate public source is available. Examples include the IRS, CMS, SSA, SEC, and FINRA.
Secondary sources may provide context, but they do not replace controlling statutes, regulations, agency publications, official forms, plan documents, account records, or professional review.
Tax-sensitive resources identify the tax year or other effective period they discuss. Product documentation identifies the completed-return year currently supported by the scanner and distinguishes that year from later premium years or lookback years used for a limited proxy.
Published and reviewed dates describe the content version, not a promise that every future legislative, regulatory, agency, or form change has already been incorporated.
A material update may be required when legislation is enacted, an agency publishes controlling guidance, thresholds or forms change, a cited source is replaced, product behavior changes, or a factual statement is found to be incomplete or inaccurate.
Formatting, spelling, and other non-substantive edits may be corrected without changing the underlying review conclusion. Material changes should update the visible reviewed date and the corresponding sitemap date.
Public documentation is checked against the current product workflow. Marketing goals do not justify stronger claims than the software, supported reference package, disclosures, and actual output can support.
The product is not presented as tax preparation, a comprehensive financial plan, an automated legal or insurance analysis, or a substitute for advisor, firm, tax, legal, accounting, investment, or insurance review.
Corrections
Questions about a public resource or product-documentation statement may be sent to TerryM@RetireTaxScanPro.com. Do not include client or household information.
Identify the affected statement, source, tax year, or product behavior.
Compare the concern with the current primary source and current software behavior.
Correct confirmed inaccuracies or clarify incomplete language in proportion to their significance.
Update the reviewed date when the change materially affects meaning, methodology, or use.
Carry the correction into related metadata, schema, links, or documentation where needed.
Scope and limitations
Content is educational and planning-oriented. It does not create a professional relationship or provide tax, legal, accounting, insurance, investment, or individualized financial advice. Official records, current law, firm requirements, and qualified professional review control over this content.
Related documentation
Effective August 16, 2026. These standards may be updated when product, source, or documentation practices materially change.
Founding membership
The first 25 paid founding members receive the $499 annual rate. Annual billing only, with a 30-day money-back guarantee.
