Scope
Tax year, platform types, account exports, and rough record volume are named.
Workflow
From loose files to a readable review trail.
Every step produces a concrete artifact. The result is not a return; it is a cleaner set of records and a concise map for later review.
Sort
Files are grouped by source, period, and likely review category.
Flag
Incomplete or unclear items are marked without treatment guesses.
Handoff
The packet summary explains what is included and what needs outside judgment.
Review artifacts
The trail stays simple enough to audit.
- Folder map with clear names and dates.
- Income-source index by payer or platform.
- Expense grouping notes with supporting file names.
- Missing-item list for later follow-up.
