Guides
Not theory. Not blog posts. These are repeatable execution guides that tell you what to do, in what order, with what documentation. Each guide ties directly into the products and workflows you use every season.
Due diligence, documentation, and regulatory requirements.
Partnership, S-corp, C-corp, nonprofit, and fiduciary workflows.
How to track S-corp shareholder basis, calculate reasonable compensation, and document distributions without triggering audit flags.
How to handle partnership allocations, maintain capital accounts, track partner basis, and manage Section 704(c) contributions.
How to prepare for and file Form 990: governance checks, public support testing, unrelated business income, compensation reporting, and schedule compliance.
Notice handling, audit response, and escalation procedures.
Step-by-step playbook for handling an IRS CP2000 notice: pull transcripts, identify the mismatch, reconstruct income, prepare the response, and submit.
How to handle an IRS audit from notification to resolution: authority checks, document gathering, response preparation, representation, and case closeout.
How to triage incoming IRS notices: categorize by urgency, determine response requirements, decide when to escalate, and maintain a notice-tracking system.
WISP, data protection, and incident response.
Staff onboarding, QC, handoffs, and governance.
How to onboard a new tax client: engagement letter, document collection, intake questionnaire, GLBA privacy notice, and compliance file setup.
How to onboard staff, set up handoff procedures, implement QC checkpoints, and maintain governance in a multi-preparer tax firm.
Each guide shows you what to do. The products give you the templates, checklists, logs, and SOPs to do it consistently across every engagement.