TaxMob 2026 sponsor table use case

Catch-up accounting for tax controversy clients

Business clients with missing returns, payroll tax problems, sales tax exposure, or unreliable books often cannot move into resolution until the financial records are rebuilt. This use-case kit gives tax pros a repeatable workflow for getting from messy data to tax-ready, resolution-ready financials.

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Use Puzzle.io where it fits

  • Transaction feeds, categorization, reconciliations, and close workflow.
  • Business cleanup where bank, card, payroll, and processor data are available.
  • Current financial visibility before Form 433, OIC screening, IA analysis, or state resolution.
  • Not the system of record for notices, transcripts, deadlines, or privileged strategy notes.

What the kit includes

  • Internal SOP for prior-year accounting reconstruction.
  • Client-facing "Catch-Up Accounting and Tax Compliance" service copy.
  • Engagement-letter scope language and guardrails.
  • HubSpot stages, properties, tasks, and Canopy task templates.
  • CPA review checklist for tax-sensitive transactions.
1. Diagnose Map missing returns, agencies, deadlines, and current compliance.
2. Reconstruct Build books by entity, year, and source system.
3. Review Require CPA checkpoints on income, owner activity, tax liabilities, and suspense.
4. Handoff Move to tax prep, amended returns, collection strategy, or monitoring.

The positioning line

We use AI-assisted accounting reconstruction to move faster, but a CPA reviews the books before they support tax filings or tax-resolution strategy.