AGI.do

Services

What will AGI do for Taxation issues and preparation?

Positioning for this Coordinate is coming soon.

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

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

composes (incoming)

  • Condardmodel
  • Blockaccountingmodel

Go deeper

Explore Taxation issues and preparation

Read the deeper take on agi.asView as markdown