I act as an extension of your practice — handling the ledger work, the data prep, and the file cleanup that takes your hours without growing your expertise. Statement-to-ledger is the flagship service. More follow as the partnership grows.
What is a capacity partner?
The work in a tax practice splits two ways: the judgment work only you can do, and the production work that eats your hours. A capacity partner takes the second half off your plate so you can focus on the first. Same firm name on the deliverable. Same standard of accuracy. Less of your time spent on it.
Charles Tax Group delivers tax-ready ledgers prepared by a US-based tax professional. Every transaction is categorized with the return in mind. Every flag is written with the client question already drafted. Every file is reconciliation-tied and audit-ready.
Pick the tier that fits the engagement. Quote scales by months of statements and transaction volume — finalized when I see the file. Not sure which tier? Submit an inquiry and I'll advise.
The clean ledger.
A categorized, reconciled Excel file your team can use immediately.
IncludesBest for: Firms whose team handles the judgment calls in-house and just needs the data work done.
The thinking already done.
Everything in Standard, plus preparer judgment applied to every transaction.
IncludesBest for: Most engagements. Outsource the data work AND the first pass of review.
A second professional perspective in writing.
Everything in Tax-Ready, plus a signed Preparer's Findings Memo.
IncludesBest for: New client onboarding, IRS exam prep, or any engagement requiring documented professional review.
Pick your tier, tell me about the engagement, and optionally upload a sample statement. I'll review and reply within one business day with a confirmed scope, engagement letter, and invoice.
Once the engagement letter is signed and the invoice is paid, you send me the bank statements as PDFs by email or shared folder. NDA in place first if your firm requires one.
Within 5 business days for Standard and Tax-Ready, or 5–7 days for Cleanup & Audit-Ready. Delivered as an Excel file with all tabs populated and tied. For Tier 3, the signed Preparer's Findings Memo arrives with it.
The Open Items tab (Tier 2 and 3) lists the client questions already drafted. You forward them to your client, get answers, and I apply revisions if needed. The file is yours.
Send me a single month of statements from any client file. I'll return a Tier 2 sample within 48 hours — a finished deliverable you can hold, read, and decide from. No card, no commitment, no follow-up calls.
Request a Free SampleStatement-to-ledger is the flagship service and the one currently online with full tiered pricing. As an active capacity partner, I take on the following on a project basis — priced individually until they're brought into the standard menu:
If your firm needs one of these and you'd rather not piece it together from multiple vendors, mention it in your project inquiry or book a consult and we'll talk through it.
Free 48-hour sample on any client engagement. Or submit a project inquiry with your tier and timeline.
