Tax Coordination
A clean bridge from reviewed books to a signed return.
Institution keeps the year's records ready for filing, prepares the evidence packet, and coordinates with a licensed tax professional, so the return is not a scramble and the notice trail does not go missing.
From books to the return
Institution
Books
- · Reconciled ledger
- · Trial balance
- · Supporting schedules
- · Fixed-asset roll
- · Payroll summaries
Licensed tax professional
Return
- · Federal + state filings
- · Elections + positions
- · Signed return package
- · Estimates + extensions
- · Notice response
Evidence packet
Organizer answers, source documents, prior-year comparisons, and open questions handed off in one archive.
Filed
Copy archived with the entity
Notice
Routed to the responsible owner
Next year
Prior return primes the cycle
Evidence packet
What we hand over, and why it matters.
Organizer answers
Client-provided context for the return year.
Trial balance + supporting schedules
Reconciled ledger with roll-forwards.
Prior-year return
For continuity of positions and elections.
Fixed-asset roll
Additions, disposals, depreciation basis.
Payroll and 1099 summaries
Reconciled against the ledger.
Open questions
A short list surfaced early, not during filing week.
Professional handoff
Where Institution stops and the licensed preparer begins.
Institution
- · Reconciled books and supporting schedules
- · Organizer coordination + open-question list
- · Evidence packet delivered to the preparer
- · Notice logging and follow-through
Licensed tax professional
- · Filing positions and elections
- · Estimates and extensions
- · Signature and submission
- · Direct notice response where required
Notice response
What happens when a notice arrives after filing.
- 1Notice received via Registered Agent or client forward
- 2Logged against the entity + tax year
- 3Reviewed by Institution; routed to the licensed preparer if a response is required
- 4Response drafted, reviewed, sent, and archived with the return
Boundaries
What tax coordination does not include.
- We do not prepare or sign returns; a licensed tax professional does.
- We do not opine on filing positions.
- We do not represent taxpayers before the IRS.
- State and federal processing timelines are outside our control.
Frequently asked
- No. Institution is not a public accounting firm. Income-tax returns are prepared and signed by an appropriately licensed tax professional we coordinate with.