COMMERCIAL MULTI-FIRM TAX & ACCOUNTING PLATFORM
Tax, Bookkeeping, and Business Advisory Operations in One Unified Workspace.
Manage individuals, households, and multiple businesses from one Client 360 profile, run year/period cases with independent statuses, import clients safely, and prepare verified P&L workpapers.
Approved Brand Colors
Primary Forest Green #156B45
Secondary Medium Green #40A96B
UI Tint Pale Mint #F1FAF4
UI Shade Deep Forest #0D4A2F
CLIENT 360 & HOUSEHOLD / BUSINESSES
People, Households & Multiple Businesses
Link individuals, households, and multiple LLCs or corporations with explicit portal authorization boundaries.
SERVICE CASES & WORKFLOW
Cases by Year/Period & 4 Statuses
Track Work, Documents, Billing, and Filing Verification separately with tasks, target dates, and internal notes.
MULTI-FIRM CONFIGURABLE
Configurable Firm Branding & Catalog
Every firm configures its own branding, service templates, separated government fees, and controlled client imports.
Configurable Accounting & Tax Service Catalog
8 Templates
| Service Name | Category | Professional Fee | Separated Gov. Charge |
|---|---|---|---|
|
Bank Statement Analysis and P&L Preparation
Organization and classification of transactions from the specified bank accounts for [period], reconciliation of statement activity, and preparation of a profit and loss report based on the available records and approved classifications.
|
Bookkeeping & Bank-to-P&L | $650.00 | $0.00 |
|
Business Operational & Cash-Flow Consulting
Advisory engagement covering agreed operational milestones, cash-flow review meetings, and documented deliverables for [period].
|
Business Advisory & Consulting | $300.00 | $0.00 |
|
Business Formation & EIN Assistance
Assistance with preparation and submission of formation documents for [entity] in [state], coordination of EIN application assistance where included, and delivery of available registration confirmations. Government charges are separately itemized.
|
Business Formation & EIN | $350.00 | $100.00 |
|
Business Income Tax Return (Form 1065 / 1120-S / Sch C)
Preparation of the federal business income tax return and partner/shareholder K-1 schedules for tax year [year] based on reconciled financial workpapers and approved classifications.
|
Individual & Business Tax Prep | $950.00 | $0.00 |
|
Individual Income Tax Preparation (Form 1040)
Preparation of the federal individual income tax return for tax year [year], including review of client-provided income records and preparation of the schedules included in the agreed scope.
|
Individual & Business Tax Prep | $450.00 | $0.00 |
|
IRS Audit & Notice Response Representation
Review of notice [identifier] for [period], organization of supporting records, and preparation of the agreed response, subject to required authorization and the defined representation scope.
|
IRS Notices & Representation | $550.00 | $0.00 |
|
Prior-Year Return & Tax Amendment (Form 1040-X / 1065-X)
Review of original tax return for tax year [year], documentation of reason for correction, preparation of amended schedules, reviewer sign-off, and filing evidence tracking.
|
Prior-Year & Amended Returns | $400.00 | $0.00 |
|
Tax Planning Consultation & Scenario Modeling
Review of the agreed financial information, discussion of planning scenarios, and delivery of documented recommendations and action items for [period].
|
Tax Planning & Projections | $450.00 | $0.00 |