Back Office Buildout

Back-Office Buildout: Compliance & Organization After Tax Season

The Back-Office Buildout is designed to take your tax office from end-of-season chaos to structured, IRS-ready compliance in just a few days.

After tax season, most tax pros are left with disorganized client files, missing compliance documents, and no real system in place. This puts your EFIN at risk and makes you vulnerable to IRS audits.

With this buildout, I will organize your entire back office ensuring you have: 
✔️ A fully structured compliance system to protect your EFIN
✔️ Secure client file organization so you never lose important documents
✔️ A ready-to-use due diligence tracking system to keep you IRS-compliant
✔️ An operations folder for managing team access and scaling your business

Tax season is over—now it’s time to get your business in order.Let’s clean up the mess, secure your tax office, and position you for long-term success. Book your buildout now!