The bottleneck is not always tax law. Sometimes it is the books.
A business owner may need an installment agreement, Offer in Compromise review, penalty relief, sales tax cleanup, or missing returns. But if the books are broken, every resolution option slows down.
This use case turns the Puzzle.io discussion into a practical operating model for tax controversy firms: use AI-assisted accounting cleanup to organize the facts, then use CPA review to decide what can support a filing or agency strategy.
"We use AI-assisted accounting reconstruction to move faster, but a CPA reviews the books before they support tax filings or tax-resolution strategy."
What the use-case kit includes
The goal is to make this usable as a service line, not just an idea from a conference conversation. These pieces can become your internal SOP, your client-facing offer, and your handoff into HubSpot, Canopy, or your existing case-management stack.
Operating SOP
Phases, triage rules, records request logic, Puzzle setup, cash reconstruction, review checkpoints, and exit criteria.
Client-facing service copy
Website copy for "Catch-Up Accounting and Tax Compliance" that explains the service without overpromising outcomes.
Engagement scope language
Protective draft language separating catch-up accounting from tax prep, representation, audit defense, and ongoing bookkeeping.
HubSpot pipeline map
Stages, properties, task templates, source tags, and follow-up workflow ideas for catch-up accounting cases.
Canopy task templates
Project sections for case setup, records collection, Puzzle data load, year-by-year cleanup, and resolution handoff.
Sponsor-table assets
A QR-ready one-pager, table sign, and conversation script you can use during Tax Mobsters 2026.
Who should scan this?
This is for CPAs, EAs, tax attorneys, and firm owners who regularly meet business clients with unfiled returns, payroll tax problems, sales tax issues, incomplete books, or bank-statement-only records.
TaxMob 2026 sponsor table assets
Use these at the sponsor table to turn this example into a QR scan and a follow-up. The QR target is this page with TaxMob sponsor-table campaign tags.
Print one-pager
Letter-size handout for attendees who want the short version of the offer and workflow.
Open one-pagerTable sign
Large QR sign for your sponsor table: "Clients behind on books? Start here."
Open table signTalk track
Thirty-second opener, qualifying questions, and next-step language for event conversations.
Open talk trackGet the TaxMob use-case kit
Send your details and Keith's team will follow up with the SOP package and the next step that fits your firm: self-implementation, workflow review, Puzzle.io setup support, or tax controversy partnership conversation.
Compliance note: do not submit taxpayer names, notices, transcripts, return data, or client financial records through this page. This form is for practitioner and firm follow-up only.