Client Revenue Services

Toolkits that scope, document, and price services clients already ask tax firms to perform.

A paid pre-amendment diagnostic consultation: separate the analysis of whether to amend from the preparation of the amendment itself.

A paid notice-triage service system: identify the notice, identify and control the deadline, gather documents, classify the problem, and dec

Turn IRS transcript review into a defined paid diagnostic service with authorization controls, structured analysis, and a client findings…

A practice toolkit for scoping, documenting, and charging for the mortgage, refinance, and third-party verification requests a tax firm a…

A structured independent review of a return prepared elsewhere for potential missed deductions and credits, carryovers, depreciation, Schedu

A recurring federal payment-sufficiency and tax-planning checkup for Schedule C clients: YTD results, estimated payments, projected liabi…