Built by a Tax Practitioner · For the Profession
✅ Validated by IRS OPR Alert 2026-19 (June 24, 2026)

Your firm's AI
compliance
starts here.

The only interactive AI readiness platform built by a practitioner with 40+ years in tax. Interactive training, compliance checklists, Circular 230 guidance, and a certificate — all in one tool.

Get AI Compliance IQ — $197 See what's inside
23 quiz questions
40 compliance items
3.0 CPE hours
21-pg playbook included
Live Dashboard
87%
Quiz Score
32/40
Checklist Done
3.0
CPE Hours
2
High Risk Open
Overall Readiness78%
Data & Confidentiality module complete
Professional Standards quiz passed
Circular 230 checklist — 8/8
Advisory Expansion module — in progress
Certificate of Completion — pending
The Problem

CPAs are using AI.
Most aren't protected.

Every week, more practitioners are using AI tools in client work — and most have no written policy, no training, and no idea where their professional liability begins and ends. That changes today.

⚠️
No firm AI policy in place
Staff are using whatever AI tools they prefer, often with client PII, with zero oversight or documentation.
📋
Circular 230 implications unknown
Most practitioners don't know how AI use intersects with their Circular 230 obligations until there's a problem.
🔍
AI hallucinations in client work
Fabricated IRC citations and nonexistent case law are the #1 AI risk in tax practice — and most practitioners have never been trained to spot them.
💸
Advisory revenue left on the table
The firms that figure out AI-assisted advisory now will price everyone else out of the market within 3 years.
What's Inside

Everything your firm needs
to use AI safely and profitably.

✎
23-Question Training Quiz
Real Circular 230, AICPA standards, and data privacy questions — not generic AI fluff. Built from 40+ years of actual practice. Detailed explanations for every answer.
6 compliance modules
☑
40-Item Compliance Checklist
40 items your firm needs to deploy AI safely — data agreements, Circular 230 protocols, Zapier AI Guardrails, staff training, and advisory readiness. Filterable by High / Medium / Low risk.
High / Med / Low risk ratings
◈
Certificate of Completion
Score 80%+ on the full assessment and earn your AI Compliance IQ Certificate — complete with your name, score, date, and a unique certificate ID. Print-ready PDF in seconds.
3.0 CPE Hours · Accreditation Pending
⚡
10 Ready-to-Deploy AI Workflows
IRS notice responses, tax research memos, S Corp savings analysis, year-end planning outreach, cash flow narratives, engagement letter expansions — all built for real practice.
Compliance + Advisory
⊞
Live Readiness Dashboard
Track quiz scores, checklist completion, module progress, and overall readiness in a single dashboard. Knows what you've done and tells you what to do next.
Real-time progress tracking
📖
21-Page Practitioner Playbook
All 6 module readings in a professionally formatted PDF. Study at your desk, print for staff, present to peer reviewers as documented AI compliance training. Included with every purchase.
Print-ready PDF · Included free
🏢
Firm License Available
Assign training to staff, track completion across your team, white-label with your firm's branding, and export a compliance report showing your firm's readiness status.
Firm tier · Contact for pricing
Built on 40+ years of real practice.
Not a tech company guessing what CPAs need. Every question, checklist item, and workflow comes from inside actual tax practice.
⚖️
"Most AI courses teach you what AI is. This teaches you what happens when you get it wrong in front of a peer reviewer — and how to make sure that never happens."
— The philosophy behind every question
📋
"The checklist isn't hypothetical. Every item on it represents a real gap I've seen in real practices — firms that thought they were protected until they weren't."
— Nick Orlando, MBA · Creator, AI Compliance IQ
🎓
"I came back to this profession at 70 because Jason Staats told me the gray hair had merit. I built this because no one else was building it for practitioners — from the inside."
— Nick Orlando, MBA · Founder, NOA Tax
40+
Years of practitioner experience behind every question
40
Compliance items covering every major AI risk area
23
Quiz questions covering Circular 230 and AICPA standards
3.0
CPE hours · Accreditation in progress
Who It's For

Built for every level of the profession.

🧑‍💼
Solo Practitioners
Get compliant fast, get your certificate, and start using AI workflows that actually expand what you can offer clients.
🏢
Small & Mid-Size Firms
Build a defensible firm AI policy, train your staff, and track completion — all before your next PCPS peer review.
📊
Bookkeepers & EAs
Understand what you can and can't do with AI in client work, and protect yourself from liability in a changing landscape.
💼
CPA/Financial Planners
The Financial Planning module covers CFP Board standards, SEC disclosure requirements, fiduciary duty, and estate planning AI limitations.
🎓
CPE Providers & Associations
License AI Compliance IQ for your member base. White-label ready, content-complete, and built by a practitioner.
📋 Built by a practitioner
"After 40 years in tax, I've seen every wave of technology hit this profession. AI is different — and the risk isn't that CPAs won't use it. It's that they'll use it wrong."

AI Compliance IQ was built from the inside of a real tax practice — not a tech company. Every quiz question, checklist item, and workflow reflects the actual risks, tools, and decisions that practitioners face every day. The goal isn't to scare you away from AI. It's to make sure that when you use it, you're protected, compliant, and more valuable to your clients than ever.

Nick Orlando, MBA
Founder, NOA Tax · 40+ years in tax and accounting · Wantagh, NY
Practice impact data
$12,500
Average LTV of one S Corp advisory client
45 min
Saved per IRS notice with AI workflow
3.0
CPE hours earned upon completion
1 week
To full firm compliance readiness
Pricing

Simple, transparent pricing.
No subscriptions.

One-time access. Everything included. Update notifications as tax law and AI standards evolve.

Solo Practitioner
$197
$397 · Launch Price · One-time
Everything you need to get your firm AI-compliant and earn your certificate. Includes the 21-page Practitioner Playbook PDF.
✓Full interactive dashboard
✓23-question training quiz
✓40-item compliance checklist
✓Certificate of Completion
✓10 AI workflow guides
✓3.0 CPE Hours · Accreditation Pending
✓Lifetime access + updates
Get Solo Access
Most Popular
Firm (2–10 staff)
$497
$797 · Launch Price · One-time
Train your entire team, track completion, and build a defensible firm AI policy.
✓Everything in Solo
✓Up to 10 staff seats
✓Firm admin dashboard
✓Staff progress tracking
✓Compliance report export
✓Firm policy template included
✓Priority support
Get Firm Access
Enterprise / White-Label
Custom
licensing · contact for pricing
For CPE providers, associations, and enterprise firms who want branded or integrated access.
✓White-label branding
✓Custom question banks
✓API / LMS integration
✓Unlimited seats
✓Revenue share options
✓Co-branded CPE accreditation
✓Dedicated account manager
Contact for Pricing
Enterprise & Licensing

The platform the big players
haven't built yet.

AI Compliance IQ is white-label ready and purpose-built for licensing to CPE providers, professional associations, and large firm networks. Be the organization that gives practitioners what they actually need.

Inquire About Licensing →
FAQ

Common questions.

Is this accredited for CPE credit?
AI Compliance IQ is designed for 3.0 CPE Hours · Accreditation Pending. The Enterprise/White-Label tier includes co-branded CPE accreditation options. Individual practitioners should check with their state board for self-study acceptance policies.
How is this different from AICPA AI resources?
AICPA provides general guidance documents and PDFs. AI Compliance IQ is an interactive platform — live quiz, tracked checklist, certificate generation, and real workflows you can deploy in your practice Monday morning.
Do I need technical knowledge to use this?
None required. This is a practitioner tool, not a tech tool. If you know what a K-1 is, you'll have no trouble using AI Compliance IQ.
How often is the content updated?
Content is updated as IRS guidance, AICPA standards, and Circular 230 interpretations evolve around AI. All purchasers receive updates at no additional charge.
Can I use this for staff training?
Yes — the Firm tier includes up to 10 staff seats with admin tracking. Enterprise licensing supports unlimited seats with custom branding and LMS integration.
What if I'm already using AI in my practice?
That's exactly who this is for. The checklist will quickly surface any gaps in your current setup, and the quiz will confirm or challenge what you think you know about professional compliance.

Your firm's AI compliance
journey starts today.

Join the practitioners who are using AI safely, profitably, and with the documentation to prove it.

Get AI Compliance IQ — $197 → Contact about licensing
One-time payment · Instant access · Lifetime updates · 30-day money-back guarantee
Professional Disclaimer · Copyright · License Agreement
Professional Disclaimer: AI Compliance IQ is designed for educational and informational purposes only. The content — including quiz questions, checklist items, workflows, and all related materials — does not constitute legal, tax, or professional advice and should not be relied upon as such. Circular 230 Disclosure: Any U.S. federal tax advice contained in this product is not intended or written to be used, and cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code. Users are responsible for independently verifying all information and consulting qualified legal and tax professionals regarding their specific circumstances. NOA Tax and Nick Orlando, MBA assume no liability for actions taken based on the content of this product.
CPE Notice: AI Compliance IQ is designed for 3.0 CPE-equivalent hours. NASBA accreditation is currently in progress. Participants should verify CPE credit acceptance with their state board prior to claiming credit.
License Agreement: Purchase of AI Compliance IQ grants a single-user license for personal professional use only (Solo) or firm use up to 10 staff members (Firm). This product may not be resold, redistributed, sublicensed, or shared outside the licensed user group. White-label and enterprise licensing available — contact nick@noatax.com.
© 2026 NOA Tax · Nick Orlando, MBA · All Rights Reserved · AI Compliance IQ is a proprietary product of NOA Tax · Unauthorized reproduction, distribution, or resale is prohibited.