AGI.do

Services

What will AGI do for Taxation issues and preparation?

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The work itself

Grounded Work Profile

Tools

  • Tax Practice Management SoftwareserviceBlueprint
  • Client Document PortalserviceBlueprint
  • Tax Preparation SoftwareserviceBlueprint
  • Tax Research SoftwareserviceBlueprint
  • Tax Compliance SoftwareserviceBlueprint
  • Electronic Filing SystemserviceBlueprint

Outputs

  • Filed Tax ReturnserviceBlueprint
  • Notice Response LetterserviceBlueprint
  • Engagement SummaryserviceBlueprint

Measured by

  • On-Time Filing RateserviceBlueprint
  • Response Deadline ComplianceserviceBlueprint

Key steps

  • Assess client tax situationserviceBlueprint
  • Collect records and noticesserviceBlueprint
  • Prepare current-year returnserviceBlueprint
  • Resolve outstanding tax issuesserviceBlueprint
  • Reconcile filings and disputesserviceBlueprint
  • Review combined deliverablesserviceBlueprint
  • File and submit responsesserviceBlueprint

How AGI delivers it

Four ways AGI delivers for Taxation issues and preparation

  • 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 Taxation issues and preparation connects

absorbs

  • Tax Compliance Processmodel
  • Tax Dispute Managementmodel
  • Tax Dispute Management Processmodel

composes

measured by

  • Issue Resolution Ratemodel
  • On-Time Filing Ratemodel
  • Response Deadline Compliancemodel

optimizes

  • Client Retentionmodel
  • Effective Tax Ratemodel
  • Filing Accuracymodel
  • Issue Resolution Ratemodel
  • Time to Resolutionmodel

produces

  • Compliance Calendarmodel
  • Engagement Summarymodel
  • Filed Tax Returnmodel
  • Notice Response Filemodel
  • Notice Response Lettermodel

realizes

  • Advise on position and remediationmodel
  • Assess client tax situationmodel
  • Collect records and noticesmodel
  • File and submit responsesmodel
  • Maintain year-round compliance calendarmodel
  • Onboard taxpayer and gather recordsmodel
  • Prepare and file current returnsmodel
  • Prepare current-year returnmodel
  • Reconcile filings and disputesmodel
  • Resolve outstanding tax issuesmodel
  • Respond to notices and inquiriesmodel
  • Review combined deliverablesmodel
  • Screen filings for risk flagsmodel

Go deeper

Explore Taxation issues and preparation

Read the deeper take on agi.asView as markdown