Master index of firm tools organized by service line. Use the tabs to filter or search across everything. Confidential — for authorized MyCPAPro personnel only.
Sell-side QoE tool: paste a P&L from QBO/Xero (3-and-TTM periods), enter add-backs, and produce reported → adjusted EBITDA and SDE with multi-year averaging, a printable EBITDA bridge, valuation indication, and a client discovery script. ~60–90 minutes per clean book.
Buyer-side QoE-style worksheet to stress-test seller financials.
Standard format for compiled / reviewed financial statements with notes.
Repeatable workpaper procedure for converting a client's Excel-exported P&L and balance sheet from accrual to cash basis — method selection (pure/modified/tax-basis cash), conversion mechanics, tie-outs, §481(a) treatment, and common pitfalls. Includes a workpaper template layout.
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.
Full 1040 engagement workpaper: leadsheet plus tabs for every income/deduction type, client document linking with built-in doc viewer and annotation, review-stage tracking by role (Jr/Sr/Manager), open points, and AI document extraction (your Anthropic API key; 100% local otherwise). Prints the engagement-file workpaper PDF.
Per-client workpaper reconciling every flow-through interest against the three loss-limitation gates in order: §704(d) outside basis → §465 at-risk → §469 passive activity, with phantom-income flags. Portfolio summary, per-K-1 plain-English position reading, JSON backup, and CSV export.
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 (converted from the .xlsx of the same name) for reviewer sign-off on 1065 engagements.
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.
All 50 states + DC: individual income tax and SMLLC disregarded-entity obligations, extensions, estimated payments — including the entity-level traps that survive disregarded status (CA $800 LLC tax/Form 568, NY IT-204-LL, TX franchise). 2024 tax year.
C-corp filing requirements by state with the beyond-income-tax layer: state AMT, DE franchise tax, IL PPRT, NY MTA surcharge, gross receipts taxes. 2024 tax year.
Partnership and S-corp returns, due dates, and extension type per state (separate form / payment-only / auto-with-federal), plus each state's PTET status flag. 2024 tax year.
Fiduciary, exempt-org, estate, and gift filings by state: 1041 compressed brackets and estimates, 990/990-EZ/990-PF/990-T thresholds, 706/709 state-level equivalents. Covers 2024–2026.
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.
Visual entity-structure builder: individuals, LLCs, S-/C-corps, partnerships, trusts, retirement accounts, banks, and deal groups, connected by ownership / cash-flow / management-fee / capital-deployment arrows. Produces client-ready PDFs (overview diagram, detail cards, summary table), a §4975 compliance report, and a capital-deployment report. CPA and plain-English client views.
Five-stage reasonable-comp engagement tool: setup → task & hours interview → calculated comp (BLS wage data with NAICS industry and geographic adjustments) → advisor worksheet → branded final report with corporate-minutes language. Builds the contemporaneous documentation file for S-corp owner salaries.
Plans W-2 salaries for both spouses across every S-/C-corp in the structure: per-entity reasonable-comp ranges (low/mid/high), proposed salary, common-paymaster handling, payroll-tax impact, benefits and retirement plans, and internal + client PDF deliverables with a workflow tracker.
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.
QSBS structure matrix and qualification rulebook for serial build-to-sell platforms, post-OBBBA ($75M asset cap, $15M/10× per-issuer cap, 3/4/5-yr tiered exclusion). Core thesis: one qualifying C-corp per business multiplies issuer caps; includes a disqualifier screen and stacking levers (trusts, family).
Target-state architecture separating all investment activity into a retirement track (SDIRA → C-corp blocker → SMLLCs, or checkbook LLC for no-UBTI deals) and a personal track (HoldCo) with a structural §4975 firewall — no common ownership, no inter-track activity. Entity map, structural rules, transition workplan, plus the HoldCo-vs-Retirement detail comparison (in Resources).
Self-labeled 'Part 3 of 3 — Companion to Entity Diagram + Salary Planning Worksheet.' Documents the IRS payment-priority order (reasonable comp first, with §162 / Rev. Rul. 74-44 / Watson authority), reclassification risk, and distribution rules — the written rationale behind the salary plan.
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.
Multi-vehicle deal modeler: enter total deal size, ownership %, deal type, partner roles, and debt guarantees, then allocate across LLC / SD-IRA / Solo 401(k) / ROBS vehicles. Produces your-share tax impact, split vs. no-split savings, and 5-year projections. Deal library, portfolio view, and 'Export for Entity Diagram.'
Ownership attribution and brother-sister / parent-subsidiary testing, with IDGT and SDIRA overlays.
Comprehensive UBTI/UDFI authority guide (IRC §§511–514): triggers by entity type, industry, activity, and holding, with account-by-account applicability (SDIRA, Roth SDIRA, SD Solo 401(k), Roth Solo 401(k)), Form 990-T mechanics, and rates.
Annual compliance touch-points for ROBS structures; managed by the tax manager.
Authority guide to the two distinct Roth five-year clocks, §408A(d)(4) ordering rules, age & source outcome matrix, conversions and rollovers, minors, self-directed parity notes, the separate §402A Roth 401(k) regime, inherited Roths, and §72(t) exceptions. Current through TY 2026.
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.
Framework for a private-placement minority-equity deal held by an SD-IRA ($250K → 19% Class A example): structure at a glance, the MOIC matrix, five-tier waterfall mechanics with worked example, tier-by-tier SD-IRA tax treatment, §4975 PT compliance checklist, UBTI/UDFI blocker analysis, and §385 debt-vs-equity defense of the preferred return.
Decision matrix comparing three ways to put retirement money into a business or deal: ROBS / C-corp 401(k) vs. passive-with-operator vs. Roth IRA + Solo 401(k) — Year-1 tax events, loss utilization, exit treatment, prohibited-transaction risk, compliance burden, and a Year-1 modeler.
Contribution-capacity calculator stacking Solo 401(k) → profit sharing → cash balance/DB → IRA layers from entity type, owner/spouse comp, and ages — with SECURE 2.0 rules, plan-eligibility pathing, establishment deadlines, and a three-angle plan reference. 2025/2026.
Same ROBS / passive-with-operator / Roth comparison content as the Structure Guide, without title/branding. Both kept pending owner review.
Models the five-tier waterfall under three distribution strategies — pay-as-you-go, 'internal bank' (retain & redeploy at the C-corp parent), and hybrid — with MOIC ceilings from the matrix, corp tax drag, IRR, and side-by-side mode comparison.
Projects a child's federal Trump Account to age 18: one-time $1,000 government grant (births 2025–2028), annual contributions up to the $5,000 combined limit, tax-deferred S&P 500 growth at the 0.10% capped expense ratio, with a year-by-year table and shareable link.
Post-call follow-up sheet for the SD-IRA private-placement engagement: status of the MOIC matrix, waterfall plain-language draft, operating-agreement tax requirements for counsel, holding-company architecture confirmation, fund-flow scenario, and open client questions — with clear CPA-scope / attorney-lane boundaries.
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.
Property-by-property and portfolio-level engine: cash flow, depreciation tax shield, equity yield, LTV, and hold / 1031 / sell analysis — including the 'income yield needed on proceeds' replacement test. Auto-suggests 13 tax planning flags per property and produces a client advisory report.
Models converting a rental between long-term and short-term in either direction: §469 character treatment, depreciation bridge (27.5 vs 39-year), Form 8582 suspended-loss tracking, qualification testing (material participation / 7-day rule), and exit modeling. Produces a client report with status workflow.
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.
Five-step analyzer: company setup → state presence across all 51 jurisdictions → nexus/threshold testing → three-factor apportionment (income, payroll, property) → filing summary. Handles C-corp, S-corp, and partnership; saves/loads JSON; prints.
Day-count, factor weighting, and statutory residency analysis for state-change planning.
Models the federal benefit of a state PTET election under OBBBA SALT-cap rules (2025–2029, $40K cap with $500K MAGI phaseout) for a single owner: no-PTET vs. elected scenarios, including the QBI-haircut cost when the cap isn't binding. State selector auto-fills PTET and individual rates. Companions in Resources: State Reference, Compliance Calendar, and the PTET-vs-Withholding-vs-Composite reference.
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.