A structured diagnostic for the serious practitioner. Not a sales call. Not a pitch. A systems diagnosis — followed by an implementation proposal if there is a fit.
The Practice Assessment is a structured conversation. We walk your current pipeline — intake to delivery — and identify exactly where documentation breaks down, where advisory opportunities are being missed, and where the OS can be installed.
No tax advice is given on the call. No obligation follows. If there is a fit, we deliver a written Implementation Proposal within five business days.
Credential, client volume, software stack, current fee structure, staff model, and advisory activity today.
We walk every step — intake, documents, engagement letters, prep routing, review process, and delivery. We identify every gap and manual workaround.
We evaluate your current documentation discipline — workpapers, artifact trail, planning records, and client communication standard.
We assess whether planning conversations are happening by design or by accident — and what is preventing consistent advisory delivery.
We determine whether the OS is appropriate for your firm, your volume, and your implementation readiness. Not every firm is the right fit.
If there is a fit, we deliver a written proposal within five business days outlining implementation scope, timeline, and engagement terms.
Every Practice Assessment delivers the same output — regardless of whether we move forward together.
A written summary of every identified gap in your current intake-to-delivery workflow — documented and specific to your firm.
An evaluation of your current documentation discipline against the OS standard — workpapers, artifact trail, and defensibility gaps.
An identification of where advisory conversations are being missed in your current pipeline — and how the OS closes those gaps structurally.
If there is a fit — a written proposal outlining scope, timeline, deliverables, and engagement terms. No obligation to proceed.
A review of your current technology — practice management, tax software, AI tools — and how the OS integrates with or replaces what you have.
The assessment is a diagnosis. Nothing is sold on the call. The written proposal is yours to evaluate on your own timeline.
Licensed CPA, EA, or Tax Attorney in active practice
60 to 250 clients — owner-operator model
Committed to advisory revenue beyond compliance fees
Willing to standardize intake, documentation, and review process
Values audit-defensible documentation over speed
Ready to implement within 90 days
Understands that AI assists — the advisor decides
High-volume seasonal mills competing on price
Refund-first marketing practices
Practitioners unwilling to enforce documentation discipline
Anyone seeking AI-autonomous filing without human review
Firms expecting guaranteed savings or outcome results
Practitioners not ready to standardize their process
Anyone looking for a template or a shortcut
Complete the form below. Every submission is reviewed before scheduling. We will respond within two business days to confirm your assessment or request additional information.