Tax reconstruction · financial administration · CPA-ready workpapers
The Purposeful DollarForensic tax reconstruction

Services

Reconstruction built for review—not guesswork.

The Purposeful Dollar turns fragmented records into organized administrative workpapers. Each engagement is scoped around the available evidence, the years involved, and the review package the engaged tax professional needs.

Pricing model

Invoice-based, scope-specific pricing

Fees and delivery milestones are confirmed in the written engagement before work begins. All invoices are issued in U.S. dollars.

Core work

Three lanes, one traceable record.

The deliverable is not a pile of exports. It is a controlled evidence path from source record to workpaper and from workpaper to professional review.

01

Prior-year reconstruction

Review and reconstruct available records—often up to the three most recently filed tax years—when books, receipts, or year-end files are incomplete or spread across systems.

Work scope

  • Year-by-year source inventory and missing-record register
  • Filed-return and source-document comparison
  • Income, expense, payment, and withholding source mapping
  • Documented variance and open-question log

Typical outputs

  • Reconstruction ledger
  • Source index
  • Variance map
  • Amended-return workpaper package
02

Business/entity organization & Schedule C/E workpapers

Organize sole-proprietor, entity, and rental activity into traceable administrative schedules for tax-professional review.

Work scope

  • Business and personal activity separation
  • Transaction normalization and category mapping
  • Mileage, meals, equipment, and receipt-support registers
  • Rental income and expense source schedules

Typical outputs

  • Category ledger
  • Schedule C source map
  • Schedule E source map
  • Support exception list
03

CPA-ready source mapping & handoff

Package the record so the engaged preparer can see what was used, what was changed, and what still needs a professional determination.

Work scope

  • Source-to-workpaper traceability
  • Line-item entry maps and supporting schedules
  • Document naming, indexing, and reconciliation
  • Question log and preparer decision register

Typical outputs

  • Handoff workbook
  • Source binder index
  • Entry map
  • Review-ready question log

Handoff boundary

The record is prepared. Professional determinations stay with the engaged preparer.

The service description follows the actual workflow: reconstruction, normalization, source indexing, and administrative workpaper preparation first; tax treatment, final preparation, signing, filing, and representation under the applicable professional engagement.

Organized evidence

Files, ledgers, and workpapers preserve the path back to source.

Defined custody

Tax records must stay in a separately operated encrypted vault. When configured, the authenticated portal controls client workflow; this public site stores neither.

Review-ready mapping

Schedules identify documented amounts, classifications, and unresolved items.

No outcome guarantees

No refund, deduction, audit result, financing result, or tax outcome is promised.

See how the engagement moves.

Five controlled stages take the record from intake to preparer handoff.

View the process

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.

Request a private review