iTaxPreparer deploys a Tax-Led Advisory OS into your practice — automating the pipeline from intake to delivery, producing mandatory documentation artifacts on every return, and systematically surfacing advisory conversations your clients need.
For the owner-operator CPA or EA who knows planning opportunities exist on every return — but hasn't built a system to consistently deliver them.
This is infrastructure. Not a course. Not a template. Not a shortcut.
Every season is improvised. Documents chase. Staff workarounds. The same problems repeat because there is no doctrine underneath the work — only effort.
You see it on the return. But the return is already done, the client is waiting, and there is no structured process to convert that insight into an advisory conversation.
Advice given verbally. Recommendations undocumented. No workpaper trail. When a position is questioned, the file doesn't tell the story. That's a liability — not a practice.
Compliance fees have a ceiling. Advisory relationships compound. But you can't get there from a process that requires you in every step with no leverage underneath it.
The Tax-Led Advisory OS is a documented operating standard — every workflow defined, every artifact required, every planning opportunity surfaced by design, not by chance. Human judgment remains at every critical gate.
Automated organizer, document portal, and workflow execution — no improvisation at the front of the pipeline.
The AI populates the workbook and flags exceptions. The advisor reviews, approves, and routes. AI accelerates — it does not replace judgment.
Accuracy verification. Authority research. Synthesis. No return reaches the client without passing all three stages.
Accuracy Exception Report. Planning Flags Memo. Client Summary. Workpaper Documentation. Required — not optional.
Planning flags are modeled and prepared before client delivery. The conversation doesn't happen by accident. It happens by process.
From the first document received to the advisory conversation delivered — every step is defined, documented, and executed through the OS.
Automated organizer delivered. Client portal activated. Documents collected through a defined workflow. File naming standard enforced from the first document received.
All documents exported to a single named client folder. The OS extraction prompt runs — populating the 1040 Extraction Workbook, renaming files to standard, and producing an exception report for review.
The advisor reviews the populated workbook. All exceptions are cleared or documented. Routing decision made — complex returns to outsourced prep, simpler returns to internal entry. This gate is non-negotiable.
Stage 1 — Accuracy: numbers, flows, carryforwards, elections. Stage 2 — Authority: cited IRC sections, regulations, rulings. Stage 3 — Synthesis: planning flags, client summary, workpaper documentation.
Accuracy Exception Report. Planning Flags Memo. Client Summary. Workpaper Documentation. Every return produces all four. No exceptions. This is the documentation standard that makes every engagement audit-defensible.
Planning flags modeled into a structured ROI framework. The advisor enters the client conversation prepared — with documentation, quantified opportunities, and a clear recommendation structure.
The OS does not treat documentation as optional. These four artifacts are produced on every return — building an audit-defensible file and a structured foundation for the advisory conversation.
Numbers, flows, carryforwards, and elections verified before delivery. Every discrepancy flagged and resolved on the record.
Opportunities identified directly from the return. The structured input that drives the advisory conversation — specific, documented, actionable.
Plain-language explanation of return outcomes and planning opportunities. Designed for the client — not the preparer.
Audit-defensible record that the review occurred, what was found, and what decisions were made. The file tells the story — every time.
Intake to prep-ready in a fraction of the time — without chasing documents or managing data entry manually.
Every return reviewed, documented, and artifact-complete before delivery — fewer errors, stronger defensibility.
Advisory conversations happen on every return — not occasionally, not by accident. By process.
Less staff dependency. More leverage. A practice that runs on standards — not individual effort.
Recurring advisory revenue built on quarterly planning — not seasonal compliance spikes.
A plain-language summary of their return — what happened, what it means, what's recommended next.
Proactive planning conversations before year-end — not reactive questions after the deadline.
A structured advisory relationship with clear documentation of every recommendation made.
No surprises. No rushed advice. Every engagement documented and defensible.
iTaxPreparer is designed for practitioners committed to premium, compliance-first, tax-led advisory. It requires documentation discipline, process adherence, and a willingness to build something that outlasts busy season.
If you are serious about building a premium practice — read on.
Enter into a consulting engagement with Razzano Consulting. Razzano AI installs the full Tax-Led Advisory OS into your practice — configured, structured, and operational.
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