Maintain the administrative queue for extension decisions, client information requests, and filing evidence supplied by your CPA team.
Book a free consultationScope, access, and coverage are agreed with your team.
Define the recurring work and the evidence your team needs to review it. These building blocks become a role-specific operating plan.
A working record with source references, current status, and the person responsible for the next step.
A focused view of missing inputs, unanswered questions, and items that need your decision.
A dated handoff that distinguishes completed work from pending review and unresolved exceptions.
Provide the CPA-approved workflow, client list, internal dates, and required evidence. Your professionals should define applicable deadlines, payment considerations, and who may communicate tax-related instructions to clients.
A client has not supplied a requested document near an internal review date. The assistant flags the missing item and records the CPA’s extension decision. The CPA determines any payment advice, approves filing, and supplies the final acknowledgment.
Illustrative workflow, not a client case study.Check status against the responsible professional’s confirmation and the actual acknowledgment. Keep a request, approved filing instruction, submitted form, and accepted submission as separate stages.
Tool familiarity is considered when defining the role. Your team approves every platform, access level, and source of truth.
Platform names describe possible working environments, not endorsements or a promise of certification.
Provide the CPA-approved workflow, client list, internal dates, and required evidence. Your professionals should define applicable deadlines, payment considerations, and who may communicate tax-related instructions to clients.
Check status against the responsible professional’s confirmation and the actual acknowledgment. Keep a request, approved filing instruction, submitted form, and accepted submission as separate stages.
CPAs and authorized tax professionals determine filing obligations, deadlines, payment estimates, and extension eligibility. The assistant does not provide tax advice, calculate liability, or represent that an extension changes payment requirements.
We scope the role around your approved systems, including environments such as Karbon, Canopy, TaxDome. Access, training, and the final tool requirements are confirmed before the role begins.
Track client organizers, requested records, and administrative follow-ups during tax season.
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Maintain the administrative record of client-provided documents and outstanding requests for your assurance team.
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Keep engagement status, reviewer questions, and pending client responses visible to the responsible professional.
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Coordinate approved client communications and meeting preparation for your CPA team.
Explore the service ↗Tell us where the queue slows down. We’ll discuss the scope, tools, coverage, and review points that belong in your support role.
Define the role before making a commitment.
