The Tax-Led Advisory OS installs four categories of infrastructure into your practice. Every workflow defined. Every artifact required. Every advisory trigger structured.
The administrative infrastructure that makes your practice run consistently — client management, billing, intake, and file organization standardized and enforced across every client, every season.
Client relationship pipelines configured to your practice management system — every client moves through a defined workflow, every stage documented.
Standardized job templates for every engagement type — 1040, S-Corp, trust, extension, quarterly planning. No improvisation at the workflow level.
Automated organizers and intake questionnaires configured to collect complete, structured information before any prep work begins.
Scope-defined engagement letters aligned with the advisory model — compliance-first language, clear service boundaries, and proper Circular 230 standards.
Billing structure aligned with advisory pricing — recurring advisory fees separated from compliance work, automated invoicing, and payment tracking.
The OS file naming standard enforced across every client — consistent, searchable, and AI-extraction ready from day one.
The workflow infrastructure that takes a client file from document collection through preparation routing — structured, documented, and human-controlled at every critical gate.
Standardized workpaper templates and automation configured to your prep software — reducing manual data entry and enforcing documentation at the execution level.
The OS extraction prompt configured for your firm — populating the 1040 Extraction Workbook, renaming files to standard, and producing a structured exception report for advisor review.
A structured pre-prep diagnostic — carryforward reconciliation, prior year comparison, entity structure review — documented before any return enters preparation.
Mandatory advisor review at two defined points. AI populates. The advisor decides. No file moves without sign-off.
A defined routing decision framework — complex returns to outsourced preparation, simpler returns to internal entry. Documented at every routing point.
The OS 1040 Extraction Workbook — configured to your practice, updated to current year, structured so any prep track can execute from a single source document.
The three-stage AI review pipeline — accuracy, authority, and synthesis — configured to your stack and integrated with mandatory human oversight at every output stage.
Systematic accuracy review — numbers, flows, carryforwards, elections, and deduction thresholds verified before the return reaches the advisor.
Cited IRC sections, regulations, and rulings supporting every planning position taken. Circular 230 defensibility built into the review pipeline.
Every return analyzed for planning opportunities — identified, documented, and structured for the advisory conversation. Synthesis produces the four mandatory artifacts.
Systematic identification of advisory triggers on every return — entity structure, income thresholds, retirement, real estate, equity comp, and distribution opportunities.
Planning flags are modeled and structured before client delivery — so the advisor enters every client conversation prepared with documentation, not improvising from memory.
Every AI output reviewed against OS compliance standards before delivery — no promissory language, no guarantees, no suitability conclusions without documented process.
The client-facing layer of the OS — what every client receives, how every advisory conversation is structured, and how the practice experience is standardized across your full book.
Every client receives a structured return packet — not just a PDF. Includes the plain-language Client Summary, planning flags summary, and a clear next-steps recommendation.
Advisory opportunities presented in a structured, written format — identified opportunity, estimated impact range, implementation steps, and documented recommendation.
A structured framework for capturing advisory conversation outcomes — decisions made, strategies approved, implementation responsibilities, and follow-up commitments.
Quarterly planning touchpoints automated — invitations triggered by the OS cadence, not by client request. The practice runs on schedule — not on client initiative.
Standardized client communication templates for every touchpoint — organizer delivery, return completion, planning conversation setup, and year-end planning preparation.
Every client interaction documented in the practice management system — advice given, decisions made, strategies approved. The file tells the complete story at every point in time.
These four documents are produced on every return, every engagement — building the audit-defensible file and the structured foundation for every advisory conversation.
Numbers, flows, carryforwards, and elections verified before delivery. Every discrepancy flagged and resolved on the record.
Opportunities identified directly from the return — specific, documented, and structured for the advisory conversation.
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.
Required on every engagement · Not optional · Human review before delivery
The Tax-Led Advisory OS does not guarantee tax savings, refunds, or financial outcomes of any kind. It does not file returns autonomously. It does not substitute for the advisor's professional judgment. Every critical gate requires human review and approval. AI assists workflow. The advisor decides.
The Practice Assessment is a structured diagnostic — not a sales call.
Schedule a Practice AssessmentNo tax advice given · No obligation to engage · Response within 2 business days