# TaxMob 2026 Sponsor Table Talk Track

## 10-second opener

"Do you ever get tax resolution clients where the real blocker is not the notice, but the fact that nobody can trust the books? I put together a catch-up accounting workflow for turning messy prior-year records into tax-ready and resolution-ready financials."

## 30-second version

"A lot of business tax controversy cases cannot move forward until the books are reconstructed. The client has unfiled returns, payroll tax issues, sales tax exposure, or IRS collection pressure, but the bank statements, payroll reports, merchant deposits, owner draws, and tax liabilities are not organized. The kit shows how I would use Puzzle.io as the accounting reconstruction layer, then require CPA review before anything supports a return, Form 433 analysis, OIC screening, or agency negotiation."

## Three qualifying questions

1. "Do you have business clients with multiple missing years or unreliable books?"
2. "Are you already using HubSpot, Canopy, Puzzle, QuickBooks, or another cleanup workflow?"
3. "Would you rather build this as an internal service line, partner on complex cases, or just grab the templates?"

## Positioning line

"AI can accelerate the cleanup, but it does not replace CPA judgment. The workflow is AI-assisted accounting reconstruction with human review before the numbers become tax positions."

## When to point them to the QR

Use the QR when the attendee says any of these:

- "We have a lot of unfiled-return clients."
- "Our tax resolution work gets stuck waiting on bookkeeping."
- "We need a way to package cleanup work."
- "We are trying to use AI without risking client data."
- "We use Canopy or HubSpot and need better handoffs."
- "We are curious about Puzzle.io for prior-year cleanup."

## Follow-up tags

Use these tags or notes in HubSpot:

- Source: TaxMob2026-CatchUpAccounting
- Interest: SOP package
- Interest: Puzzle setup workflow
- Interest: HubSpot Canopy handoff
- Interest: Partnership discussion
- Interest: CardForge beta

## Compliance reminder

Do not collect taxpayer names, notices, transcripts, return data, or client financial records at the table or through the QR form. This is a practitioner follow-up funnel only.