Consultation prep, not replacement

CODEECPA protects the founder by making the review packet clean.

CODEECPA organizes facts, documents, questions, red flags, and SOPs before a CPA, attorney, enrolled agent, nonprofit board, investor advisor, or insurance/risk professional reviews the decision.

Open Workspace Download CLI Prepare Packet Open Data Room

CLI packet

python3 codee.py codeecpa ./my-business --business "My Business" --topic "nonprofit/company alignment" --write --force
python3 codee.py company ./my-business --packet all --write --force
python3 codee.py launch ./my-business --write --force

Allowed

What It Does

Organizes evidence, document requests, question lists, red flags, review logs, and SOPs.

Preparation tool

Not Allowed

What It Does Not Do

It does not file returns, practice law, represent the client, sign documents, or create professional privilege.

Review required

Sources

Official Pointers

It points reviewers to IRS Circular 230, IRS PTIN requirements, ABA AI legal issues, and FTC business-opportunity guidance.

Founder

Anti-Take-Advantage Packet

The founder enters the consultation with organized facts and written questions instead of scattered ideas.

Professional

Future Codee Live CPA

Qualified professionals can train around Codee SOPs to review founders faster and more consistently.

Mission

Nonprofit Separation

The packet tracks nonprofit/company separation, licensing, conflicts, impact proof, and board-review needs.

Guardrails

Route final legal, tax, nonprofit, securities, employment, real estate, and insurance decisions to qualified professionals.
Do not publish customer private data, donor data, tax IDs, bank data, credentials, or unreconciled financials.
Do not make guaranteed income, tax, investor, grant, housing, voucher, or legal outcome claims.

Reference links: IRS Circular 230, IRS PTIN FAQ, ABA AI and Legal Issues, FTC Business Opportunity Guidance.