For work that benefits from continuity.
Bookkeeping, accounting, and tax planning can be coordinated over time where included in the agreed scope. Related return preparation or other tax work can be included when specified.
CTAS services
Tax and accounting services, together or on their own.
Related bookkeeping, accounting, tax planning, and return work may be coordinated through one defined engagement. Each service is also available on its own, with a scope set for that work.
Discuss your needs
How services fit together
Related services can share one engagement.
One engagement agreement can coordinate related accounting and tax services, with each included service and responsibility specified. A focused service can be handled through its own engagement.
For a particular filing or question.
Tax preparation, representation, entity review, and other supported services may also be engaged separately for a specific need.
Services and responsibilities are set out in the engagement agreement.
Ongoing services
Keep the books current. Keep tax decisions in view.
An ongoing engagement can include recurring bookkeeping and accounting. Tax planning or return preparation can be added when specified in the agreed scope; neither is assumed in a bookkeeping-only engagement.
01 / OngoingBookkeeping & accountingOrganized books and financial reporting provide a clearer record of business activity and a useful foundation for tax work.02 / OngoingTax planning & advisoryReview tax questions and business decisions in context, with planning work defined around your circumstances and engagement scope.
Focused engagements
Expertise for a specific obligation or decision.
Engage CTAS for a particular return, tax matter, or business decision, with responsibilities and deliverables defined for that assignment.
Geographic tax questionsMulti-state tax planningReview business locations, remote-worker facts and jurisdiction-specific responsibilities before agreeing the work.ReturnsTax preparationIndividual and business income tax returns prepared from the records provided and the agreed filing scope.Tax mattersIRS representationRepresentation for IRS notices, examinations, collection matters, and appeals, as defined by the engagement.Business decisionsEntity structuringReview of entity options and related tax considerations as ownership, operations, or business plans change.
Working with CTAS
A clear scope from the beginning.
Before work begins, the engagement identifies services, responsibilities, deliverables, required information, and how we will communicate about the work.
- 01
Understand the need
We begin with your business or tax situation, the records available, and the questions you want addressed.
- 02
Agree on the scope
The engagement sets out the services, responsibilities, and information needed before work begins.
- 03
Carry out the work
We complete the agreed services and communicate about relevant information or questions as they arise.
Start a conversation
Let’s discuss what you need.
Tell us what you’re looking for. We can discuss the work involved and whether CTAS may be a suitable fit.
Discuss your needs Or email info@connelltax.com