Public
Business information and limited intake scope.
How it works
A controlled path from intake to CPA-ready handoff.
Each engagement moves through the same control points while the actual scope and delivery schedule are tailored to the years, source volume, and condition of the record.
Delivery timing
Target milestones are confirmed after the source inventory. Timing depends on record volume, missing documentation, client response time, and the applicable professional-review schedule.
Five control points
The sequence stays simple. The evidence work stays rigorous.
Public intake creates a non-authorizing request reference. A separate engagement identifier follows the work after secure onboarding, without placing client documents on the marketing host.
- 01
Intake and scope
You identify the service, tax years, record condition, and desired handoff. The written engagement confirms scope, fees, responsibilities, and target milestones.
Control
The public form accepts contact and scope information only—never tax documents or credentials.
- 02
Source inventory
Authorized records are received through the secure workflow, indexed, separated by year and entity, and compared against the expected source list.
Control
Missing, conflicting, and duplicate records are logged instead of silently assumed away.
- 03
Reconstruction and normalization
Transactions and documents are traced, categorized, reconciled, and assembled into source-ledger and schedule-level workpapers.
Control
Reconstructed items remain identifiable and supported by the available evidence path.
- 04
Questions and professional review
The review package isolates unresolved items and the determinations reserved for the engaged tax professional. Questions are answered against the source record.
Control
No public email chain becomes the system of record for tax documents or banking data.
- 05
Final handoff and closeout
The completed workpaper package is delivered through the secure workflow. Final preparation, signing, filing, and representation proceed under the applicable professional engagement.
Control
Versions, approvals, payment status, and outstanding actions are closed against the engagement reference.
Secure
Authenticated client communication and approved document transfer.
Restricted
Encrypted tax-record custody, reconstruction, and workpapers.
Private review by request
Bring the years. We’ll map the available evidence.
Share basic scope information here. If the matter is a fit, we will contact you and issue secure access after engagement.