Tax Manager
Organizes tax workpapers and deadlines for your CPA or enrolled agent
The Tax Manager keeps the tax calendar, gathers the data your CPA or enrolled agent needs, prepares provision and return workpapers, tracks notices and organizes support for audits. It makes sure nothing is missed and every number has a source.
It supports a licensed professional only. It never prepares or signs a return, never gives tax advice or takes a tax position, and never represents the company before a taxing authority — your CPA, EA or tax attorney does.
Supports a licensed professional only — never gives the advice itself.
Prepares workpapers for a licensed preparer only. Preparing returns for pay requires a PTIN (IRC §7701(a)(36)) and, in California, CPA, EA, attorney or CTEC registration (B&P §22250); practice before the IRS is governed by Circular 230.
This seat is built and can be switched on for your business as a free evaluation. It is not for sale and has no price yet. Ask below; a person reviews every request and replies by email. Nothing is charged.
SARA is our AI assistant. Calls are recorded.
Morning: checks the tax calendar for filings and estimated payments due in the next 45 days. Midday: assembles the fixed-asset and R&D data your CPA requested. Afternoon: logs a state notice and drafts the fact summary for your preparer. Quarterly: builds provision workpapers for CPA review.
- ·Maintain the federal, state and local tax calendar
- ·Gather and organize data requested by the licensed preparer
- ·Prepare provision and return workpapers for review
- ·Log and route every tax notice to the licensed professional
- ·Organize support for tax audits and inquiries
- ●Filings and payments met by due date (by the preparer)
- ●Data requests fulfilled within the preparer's deadline
- ●Notices routed within 2 business days
- ●Workpaper review comments per return
- · Multi-state companies
- · Companies with outside CPA firms
- · Family offices