AGI.do

Services

What will AGI do for Tax preparation and representation services?

This subclass comprises services related to tax preparation and representation at audits and appeals for individuals and unincorporated businesses as well as for corporate and other clients.

The work itself

Grounded Work Profile

Tools

  • Tax Practice Management SoftwareserviceBlueprint
  • Document PortalserviceBlueprint
  • Tax Preparation SoftwareserviceBlueprint
  • Tax Review SoftwareserviceBlueprint
  • Electronic Signature SoftwareserviceBlueprint
  • Electronic Filing SystemserviceBlueprint
  • Case Management SystemserviceBlueprint

Outputs

  • Filed Tax ReturnserviceBlueprint
  • Filing Confirmation RecordserviceBlueprint

Measured by

  • Filing Accuracy RateserviceBlueprint
  • Filing Deadline AdherenceserviceBlueprint

Key steps

  • Onboard taxpayer engagementserviceBlueprint
  • Collect tax documentsserviceBlueprint
  • Prepare tax returnserviceBlueprint
  • Review return for accuracyserviceBlueprint
  • Obtain client signatureserviceBlueprint
  • Electronically file returnserviceBlueprint
  • Represent client in auditserviceBlueprint

How AGI delivers it

Four ways AGI delivers for Tax preparation and representation services

  • Services-as-Software

    Get the professional outcome delivered as software, priced on results, not headcount.

    Services.do

  • Autonomous Agents as digital employees

    Hire a digital employee that does the job under earned, supervised autonomy.

    Agents.do

Value flow

How Tax preparation and representation services connects

absorbs

  • Tax Compliance Processmodel
  • Tax Filing Processmodel

composes

  • Case Management Systemmodel
  • Client Document Portalmodel
  • Document Portalmodel
  • E-File Transmission Systemmodel
  • E-Signature Platformmodel
  • Electronic Filing Systemmodel
  • Electronic Signature Softwaremodel
  • Professional Tax Compliance Softwaremodel
  • Tax Document Management Systemmodel
  • Tax Practice Management Softwaremodel
  • Tax Preparation Softwaremodel
  • Tax Resolution Case Management Systemmodel
  • Tax Review Softwaremodel

measured by

  • Filing Accuracy Ratemodel
  • Filing Deadline Adherencemodel
  • On-Time Filing Ratemodel

optimizes

  • Effective Tax Ratemodel
  • Refund Optimizationmodel
  • Return Accuracymodel
  • Return Preparation Cycle Timemodel
  • Tax Position Defensibilitymodel

produces

  • Filed Tax Returnmodel
  • Filing Confirmation Recordmodel
  • Tax Liability Computationmodel
  • Tax Working Papersmodel

realizes

  • Collect tax documentsmodel
  • Compute tax liability and positionsmodel
  • Electronically file returnmodel
  • Intake client tax documentsmodel
  • Obtain client signaturemodel
  • Obtain client signature and authorizationmodel
  • Onboard taxpayer engagementmodel
  • Organize and reconcile source recordsmodel
  • Prepare tax returnmodel
  • Represent client in auditmodel
  • Represent client in authority correspondencemodel
  • Review return for accuracymodel
  • Transmit return to tax authoritymodel

Go deeper

Explore Tax preparation and representation services

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