Required preparation
Scope the applicable business and owner tax preparation as part of Compliance.
Construction tax
Keep tax work connected to the contract record.
Bring the books, contract reporting and tax work into a coordinated process. Required preparation and elective planning each have a defined place.
ComplianceThe tax handoff
- Closed books
- Starting record
- Contract schedules
- Supporting detail
- Prior returns
- Context
- Open questions
- Resolve
Illustrative structure. Your scope is agreed together.
Preparation with context
One business. Connected records.
The return starts long before filing season.
Consistent records make tax preparation and planning discussions more useful. Agree on the supporting schedules, the handoff and the responsibilities before the deadline approaches.
What the work includes
Make the responsibility clear.
Construction records
Coordinate the contract schedules, accounting records and supporting information needed for the work.
Planning questions
Surface relevant questions about accounting methods, structure and other opportunities for separately scoped evaluation and implementation.
An important part of the scope
The scope follows your situation.
Tax planning implementation is an add-on. It depends on eligibility, the entity and whether an existing professional already owns the work. It is not included simply because a return is being prepared.
The Financial Risk Assessment helps identify the questions to examine before the engagement is agreed.
The handoff
Know what comes
from each side.
Agree on the inputs and responsibilities so the recurring work has a practical rhythm.
- 01
You provide
Prior returns, entity information and requested source records.
- 02
We coordinate
The agreed preparation and supporting financial schedules.
- 03
We scope separately
Elective planning and any implementation work.
One catalog. Your scope.
Build around what
your business needs.
Start with the record underneath the work. Add the required support and the elective services that fit.
- 01
Core
The foundation
Bookkeeping and reconciliation, bill entry and coding, invoicing and aging. Job costing is optional and metered.
- 02
Compliance
Built to code
The services required by your contracts, government, surety, insurer or lender. Only the items that apply to your business.
- 03
Growth
The finish out
Elective budgets, forecasts, capacity models and scenarios that support your next decisions.
- 04
Add-ons
Bolted on
Tax planning implementation, payroll processing, bill pay and collections follow-up are scoped separately.
Before either side commits
Start with your
actual books.
The free Financial Risk Assessment is required before we agree to work together. We review the risks and opportunities, then define the services your business needs. You keep the findings and the plan whether or not you go further.