EBITDA Normalization Dashboard
Add-back tracking and normalized EBITDA build-up.
SOP · QRCOpen tool
Resources (2)
- EBITDA Normalization SOP internal workflow
- EBITDA Quick Reference Card one-pager
Master index of firm tools organized by service line. Use the tabs to filter or search across everything. Confidential — for authorized MyCPAPro personnel only.
Add-back tracking and normalized EBITDA build-up.
Buyer-side QoE-style worksheet to stress-test seller financials.
Standard format for compiled / reviewed financial statements with notes.
Adjusts cash-basis books to accrual for FS presentation and tax planning.
Standardized intake questionnaire scoring QBO/QBD file health on chart of accounts, reconciliations, classes, undeposited funds.
Translates assessment findings into estimated cleanup hours and a quoted fee.
Maps client COA into the firm's standardized COA for consistent reporting.
Client balance-sheet snapshot with multi-period trend tracking; fed by the Entity Diagram source of truth.
PDF.js document viewer with AI-assisted extraction for 1040 workpaper assembly.
Outside basis, at-risk, and 6198-style tracking for partner and S-corp shareholder limitations.
Tenants-in-common partnership accounting and Form 8825 line build-out.
Stock and debt basis tracking schedule attached to each 1120-S return.
Partnership return review checklist covering K-1s, capital accounts, and common 1065 issues.
Standardized memo format (issue, facts, analysis, conclusion) for positions taken on the return.
§165(c)(1) vs. (c)(2) classification memo with NY high-income itemized limitations.
Safe-harbor election memo and computation worksheet.
Estimated tax safe-harbor checks and annualized income method scenarios.
Estimates §6651/§6654 penalties and interest for late returns.
Quick-reference HTML pages covering all 51 jurisdictions: extensions, estimated taxes, PTET, specialty returns.
TaxDome pipeline with entity-type payment rules; client emails for extensions, DDA, filing notices.
Numeric grouping system for ProConnect client lists, used for routing and reporting.
Identify the notice type, urgency, and required response window with deadline-tracking checklist.
Standard response to underreporter notices with supporting documentation checklist.
Templates for initial balance notice and pre-levy notice responses.
CDP hearing request (Form 12153) and response framework.
POA preparation worksheet with year/form coverage matrix and CAF tracking.
Information-only authorization prep for transcript pulls without representation.
Account, return, wage & income, and record-of-account transcript request workflow.
Determines FTA eligibility based on prior compliance history and current filing.
Letter framework for §6651/§6654 abatement based on ordinary business care and prudence standard.
Form 5471, 5472, 3520, 8938 abatement request framework.
Streamlined, guaranteed, and PPIA modeling with minimum payment computation.
RCP computation, doubt-as-to-collectibility analysis, and Form 656/433-A(OIC) prep.
Hardship determination using national/local allowable standards.
Collection information statements for individuals and businesses.
Tracks every IRS document request, response, and date of delivery.
Standard structure for responding to Information Document Requests.
Per-issue position memo capturing facts, law, and our response.
Small case protest (under $25K) and formal written protest frameworks.
Petition checklist and small-case vs. regular-case decision tree.
§6015(b), (c), and (f) eligibility analysis and request preparation.
Refund allocation between spouses when one has separate liability.
Source-of-truth tool for client ownership, capital deployment, scenario tagging, §4975 overlays. Drives downstream tools.
Cost Approach methodology with BLS OEWS data, two-step hour allocation, citations, print pagination.
Pairs reasonable compensation with FICA, QBI optimization, and CPM structure modeling for partnerships.
Form 2553 prep, late-election (Rev. Proc. 2013-30) eligibility check, and effective-date scenario modeling.
Evaluates C-to-S conversion, §1374 BIG, and §1362 termination consequences.
Deal-structure scenarios: asset vs. stock, F-reorg, §338(h)(10), C-to-S §1374 BIG tracking, installment treatment.
Qualified Small Business Stock gain-exclusion planning and stacking scenarios.
Operating-company / holding-company two-track structure blueprint for owner planning.
Reference for owner compensation vs. distribution treatment across entity types.
Sole-prop and S-corp owner contribution modeling for employer and employee components.
Defined benefit / cash balance contribution modeling for sole props and controlled-group C-corp structures.
SD-IRA / Solo 401(k) investment architecture with UBTI / UDFI and C-corp blocker outputs.
Vehicle comparison for serial acquisition and passive investment architecture; §4975 overlays.
Ownership attribution and brother-sister / parent-subsidiary testing, with IDGT and SDIRA overlays.
Practical reference for self-directed retirement investments; C-corp blocker mechanics.
Annual compliance touch-points for ROBS structures; managed by the tax manager.
Tracks the two Roth 5-year rules (contributions vs. conversions) and models multi-year conversion strategy.
Year-by-year contribution-type optimization based on current vs. expected future bracket.
Client-facing comparison of Solo 401(k), Cash Balance, and Defined Benefit plans for advisory meetings.
Comparison and explanation packet for high-earning clients evaluating DB/CBP setup.
Detailed PDF for distribution: Solo 401(k) vs. CBP vs. DB variants.
Multiple-on-invested-capital matrix with self-directed IRA tax treatment review.
Reference for structuring investments held inside self-directed retirement accounts.
Contribution-priority waterfall across retirement vehicles for owner clients.
Side-by-side tax comparison of retirement plan structures.
Distribution and funding waterfall calculator for self-directed IRA strategies.
Growth projection calculator for the Trump Account savings vehicle.
Engagement action-item checklist for self-directed IRA client work.
Quick-estimate tool used when we don't have a prior-year return — federal + state liability scenarios from current-year inputs.
Models §199A deduction across W-2/UBIA thresholds, SSTB phase-outs, aggregation elections.
Section 105 HRA setup for SMLLC/Schedule C with spouse-employee architecture.
Implementation worksheet for C-corp officer-employee ICHRA structures.
Multi-property analysis with 7-year forward projections, cost-segregation modeling, aggregate cash-on-cash.
Reference memorandum covering §469 material participation, ProConnect workflow, recapture issues.
Hours log and 7-test framework for material participation determinations.
750-hour test plus 50% personal services test documentation.
Boot, basis carryover, timing, replacement-property modeling.
Quick-screen tool to decide whether a property warrants a full cost-seg study.
Commercial building energy deduction eligibility and computation.
Per-dwelling credit eligibility worksheet for residential developers.
Investment Tax Credit vs. Production Tax Credit modeling for solar, wind, storage.
New, used, and commercial EV credit screening with MAGI limits and MSRP caps.
§25C / §25D residential energy credits — eligibility, cap tracking, carryforwards.
Multi-year DAF funding scenarios — appreciated stock contributions, bunching, deduction limit modeling.
Two-year and three-year bunching scenarios with standard deduction breakeven.
Qualified Charitable Distribution planning for RMD-age clients.
Charitable Remainder Trust vs. Charitable Lead Trust modeling for high-net-worth clients.
FMV vs. basis deduction modeling, 30%/50% AGI limits, carryforward tracking.
Decision tree across IDGT, ILIT, GRAT, SLAT, dynasty trust, and QPRT strategies by client objective.
Tax treatment, basis, and reporting comparison.
Compressed trust brackets vs. beneficiary brackets; DNI distribution planning.
Grantor Retained Annuity Trust sizing and §7520 hurdle-rate sensitivity.
Intentionally Defective Grantor Trust installment-sale modeling with prohibited-transaction screen.
Income, sales, and economic-nexus testing across jurisdictions where a client has activity.
Day-count, factor weighting, and statutory residency analysis for state-change planning.
State-by-state pass-through entity tax election modeling with federal SALT-cap workaround math.
Compares cross-purchase vs. entity-redemption vs. wait-and-see structures; insurance-funding sizing.
Multi-generation transfer framework: gift, sale, recapitalization, freeze structures.
High-level eligibility, financing, and §1042 deferral analysis for owners considering ESOP exit.
Identifies single points of failure in the business and recommended mitigations.
Multi-year gifting plan using remaining federal exemption and annual exclusion stacking.
Per-donee, per-donor tracking with split-gift elections and 529 super-funding.
Gift tax return preparation framework with adequate-disclosure requirements.
DLOM / DLOC ranges with citation-supported discount reasonableness analysis.
Family limited partnership/LLC formation framework with §2036 anti-abuse considerations.
Form 709 adequate-disclosure framework to start the 3-year SOL on gift transfers.
Federal + state estate tax modeling under current and sunset exemption scenarios.
Asset-level analysis of which holdings to retain for step-up vs. gift during lifetime.
DSUE preservation framework for surviving-spouse planning.
Generation-skipping transfer tax exemption allocation and modeling.
Reviews IRA, 401(k), life insurance, annuity, TOD/POD beneficiaries against the estate plan.
JTWROS, tenants-by-entirety, community property, and revocable-trust funding review.
End-to-end onboarding sequence covering TaxDome pipelines, Ignition proposals, welcome materials.
Workflow for integrating Intuit Tax Advisor into the firm's planning process.
Firm-design reference for the leveraged pod staffing and service model.
Webinar collateral: run-of-show, whiteboard strategy, presenter guide, Facebook ad / landing assets.
Client-facing ROI calculator quantifying tax-planning value for prospects.
Prototype combining three planning strategies into one client-facing calculator.