INSTITUTIONAL WORKPAPERS, PUBLICATIONS & TOOLKITS
Statutory Excel Engines & Preventive Tax Architecture Library
Built for CPAs, Enrolled Agents, Fractional CFOs, and closely held business operators who want structured workpaper math, IRC statutory citations, and pre-examination documentation before an IRS notice or audit begins.
Workflow, statutory math simulation, and educational decision-support only. Not legal or tax advice.
FIRM-WIDE BUNDLE & 100% FOUNDING-FIRM PILOT CREDIT RULE
All-Access 10-Workbook Statutory & Financial Suite + Clean-Room Edition ($399)
Unlock all 7 TaxRiskOS Statutory Excel Engines ($1,043 separate value) + all 3 Operator Capital FIN 430 Financial Engines + the 51,705-word Clean-Room Book. 100% of any workpaper purchase is credited dollar-for-dollar if your firm upgrades to a Founding-Firm Pilot within 90 days.
1. Flagship Statutory TaxRiskOS Excel Workpaper Suite ($149 each · $299 Complete 7-Workbook Tax Suite)
Seven 4-sheet institutional Excel (.xlsx) engines containing 460+ live formulas, dynamic cross-sheet links, color-coded operator inputs, and statutory IRC / Treasury Regulation citations.
78 Live Formulas · 4 Worksheets
S-Corp Reasonable Comp & Form 7203 Basis Cascade Engine
Executive Summary, Multi-Hat Reasonable Compensation Matrix (Watson / Radtke FICA exposure), 4-Year Rolling Form 7203 Stock & Direct Shareholder Loan Basis Schedule (Tolin / Oren wire-trace checks), and the 4-Gate Loss Limitation Cascade (§ 1366(d) → § 465 → § 469 → § 461(l)).
73 Live Formulas · 4 Worksheets
IRC § 6672 Trust Fund Penalty & FTA Abatement Engine
Form 941 Quarterly Trust Fund vs. Non-Trust-Fund Splitter, IRM 20.1.1.3.3.2.1 First-Time Abate (FTA) Review Screener, 7-Badge Civil vs. Criminal Escalation Matrix (Spies v. United States), and Rev. Proc. 2002-26 Voluntary Payment Designation Allocation Calculator.
64 Live Formulas · 4 Worksheets
IRC § 183 Hobby Loss 9-Factor & REPS 750-Hour Audit Engine
Treas. Reg. § 1.183-2(b) Weighted 9-Factor Readiness Scorecard (Engdahl / Storey), 7-Year § 183(d) Profit Presumption & Form 5213 Election Tracker, IRC § 469(c)(7) REPS 750-Hour & >50% Service Test Log, and Contemporaneous Operational Pivot Ledger.
68 Live Formulas · 4 Worksheets
Worker Classification, Section 530 Relief & IRC § 3509 Exposure Engine
Executive Summary, IRS 20-Factor / 3-Category Common Law Control Scorecard (Behavioral, Financial, Relationship), Revenue Act of 1978 Section 530 3-Gate Consistency & Haven Analyzer, and IRC § 3509(a)/(b) vs. VCSP Reclassification Exposure Calculator.
66 Live Formulas · 4 Worksheets
OIC Form 433-A/B Reasonable Collection Potential (RCP) & IA Capacity Engine
Executive Summary, Net Realizable Equity (NRE) Quick-Sale 80% Asset Valuation Schedule, Monthly Disposable Income & IRS National/Local Allowable Expense Variance Calculator, and 12-Month vs. 24-Month Offer in Compromise vs. 72-Month Installment Agreement Capacity Comparer.
70 Live Formulas · 4 Worksheets
Form 8594 / IRC § 1060 M&A Purchase Price Allocation & § 197 Engine
Executive Summary, 7-Class Residual Purchase Price Allocation Waterfall (Class I Cash through Class VII Goodwill), Seller Depreciation Recapture (§ 1245 Ordinary vs. § 1231 Capital) Impact Model, and Buyer 15-Year IRC § 197 Intangible Amortization & Present-Value Tax Shield Schedule.
64 Live Formulas · 4 Worksheets
Multistate Residency 183-Day Statutory & 5-Factor Domicile Audit Engine
Executive Summary, Contemporaneous Day-Count & Travel Exception Tracker (183-Day Statutory Threshold Alert), 5-Factor Primary Domicile Evidentiary Matrix (Home, Business, Time, Near & Dear Items, Family), and State Tax Savings vs. Dual-Residency Assessment Risk Simulator.
CLEAN-ROOM INSTITUTIONAL PUBLICATION · 51,705 WORDS · 17 CHAPTERS
2. “Before the IRS Comes” — Preventive Tax Architecture Manual ($49 Standalone · Included in $399 Bundle)
Anchored exclusively in the Internal Revenue Code, Treasury Regulations, the Internal Revenue Manual (IRM), and published U.S. Tax Court opinions. Covers Entity Selection & Form 7203 Basis, Payroll & § 6672 Trust Fund Exposure, Worker Classification (§ 530), § 183 Hobby Loss & § 469(c)(7) REPS, Form 8594 M&A Allocation, Innocent Spouse (§ 6015), IRS Notice Deadlines (CP2000, CP504, LT11, 3219A), and Civil vs. Criminal Escalation Boundaries.
3. Operator Capital / FIN 430 Institutional Financial Modeling Library ($97 each · $199 3-Workbook Bundle)
Three executive-formatted corporate finance, treasury, and CPA Evolution simulation workbooks engineered for CFOs, controllers, and closely held operators.
74 Live Formulas · 4 Worksheets
Capital Budgeting & Hurdle-Rate Suite (NPV / IRR / MIRR / WACC)
Executive Summary, WACC & Optimal Debt-to-Equity Tax Shield Calculator (CAPM Cost of Equity + After-Tax Debt), 5-Year Multi-Scenario NPV / IRR / MIRR / Payback Capital Decision Engine, and Replacement vs. Expansion CapEx Sensitivity Matrix.
76 Live Formulas · 4 Worksheets
13-Week Rolling Cash Flow, Tax Reserve & Debt Covenant Suite
Executive Summary, 13-Week Rolling Cash Receipts & Disbursements Forecast (Payroll, Safe-Harbor Estimated Tax & Debt Service Locks), Working Capital Cash-Conversion-Cycle (DSO / DIO / DPO) Optimizer, and Senior Debt DSCR & Leverage Covenant Headroom Stress Tester.
69 Live Formulas · 4 Worksheets · Free Sample
CPA Evolution (REG / TCP) Task-Based Simulation Vault (Complimentary Sample)
Inspect our 4-worksheet formula architecture free: S-Corp vs. Partnership Liquidating & Non-Liquidating Distribution Basis Comparison (§ 731 / § 732 vs. § 311(b) / § 336), MACRS / § 179 / § 168(k) Bonus Depreciation & § 1245 / § 1250 Recapture Calculator, and IRC § 1031 Like-Kind Exchange Boot & Basis Rollover Engine.
4. Instant Single-Notice Triage & Handoff Packet ($99 Standalone · Included in Firm Pilot)
Need to organize a single IRS CP2000, CP504, LT11, or Form 941 notice today before meeting with your CPA or tax attorney?
Rule-Based Statutory Deadline Mapping
A deterministic, rule-based engine where the same notice always produces the same dates: computes response windows, IRC § 6330 Collection Due Process (CDP) cutoffs, and Tax Court 90-day petition dates from the notice date printed on your letter.
Practitioner-Ready Document Checklist
Generates the structured evidence checklist (bank statements, Form 941 transcripts, canceled checks, basis schedules) your CPA, EA, or attorney needs at intake.
Escalation & Red-Flag Triage
Surfaces statutory collection, payroll trust-fund, or multi-year non-filing flags so high-risk matters are routed to qualified representation immediately.
5. Two-Tier CPA, EA & Fractional CFO Referral Partner Program
Zero-ad-spend organic growth: earn 30% Tier-1 commission on direct toolkit and firm seat referrals, plus a 10% Tier-2 override when you introduce state CPA societies, bookkeeping networks, or practitioner peers.
Embeds automatically in every exported Notice Handoff Packet PDF and Excel cover sheet.
2-Tier Partner Revenue Projection
$1,523.10 / month
$18,277.20 / year projected partner payout
- Tier-1 Recurring SaaS (30%): $448.50/mo
- Tier-1 Digital Workbooks & Books (30%): $597.00/mo
- Tier-2 Network Override (10% on 24 sub-partner sales): $477.60/mo
Want to partner at the state society, CPE webinar, or multi-office firm level? Book a 20-minute partner onboarding call →