Solo-practice operating system
Solo 1040 & 1120S Practice SOP System
The flagship operating system for a small tax firm. Covers recurring 1040 workflows and full 1120S S-corp coverage — K-1 handling, shareholder basis, reasonable compensation, distributions, notice handling, basic transcript checks, and weekly operating rhythm.
250 founder spots remaining
Delivered as
Best for
- You want the real operating system for a solo or very small tax firm.
- You do recurring 1040 work with S-corp clients and want both handled in one lane.
- You need stronger workflow depth, review discipline, and notice handling than STARTER provides.
What SOLO helps prevent
Inconsistent 1040 preparation across clients
Skipped S-corp K-1 and basis steps
No structured due-diligence records
Notices handled informally without tracking
No weekly operating cadence for recurring files
Core control areas
These are the workflow zones this product is meant to standardize, defend, and make easier to follow across the file.
- Due-diligence support
- Shareholder due-diligence review
- Practice orientation
- Recurring-client setup
- 1040 workflow depth
- Due-diligence support
- S-corp K-1 handling
- Shareholder basis
- Reasonable compensation
- Notice handling
- Basic transcript checks and escalation
- Weekly workflow cadence
- Recurring-file follow-through
Preview the structure
A representative look at the kind of material, organization, and review structure buyers receive with this lane.
Flagship system
Solo operating stack
The broader 1040 plus S-corp working system for firms that need stronger rhythm, review, and documentation depth.
Inside the workflow
Due diligence
- Due-diligence support
- Shareholder due-diligence review
Onboarding
- Practice orientation
- Recurring-client setup
Core workflows
- 1040 workflow depth
- Due-diligence support
Sample deliverables
Files and guides you receive
Think of this as the inside-the-system outline: the concrete templates, checklists, and setup materials that arrive with the purchase.
Full 1040 workflow system
Due-diligence support with review structure
S-corp K-1 handling procedures
Shareholder basis tracking
Reasonable compensation guidance
Notice handling procedures
Basic transcript checks and escalation rules
Weekly operating rhythm
SOLO vs STARTER
Choose SOLO if you need a broader 1040 operating base
- Full 1040 workflow coverage
- S-corp K-1 and basis procedures
- Notice handling with transcript escalation boundaries
- Weekly operating rhythm
- Deeper documentation structure
Choose STARTER if you need the basics
- Basic intake structure
- Simple due-diligence prompts
- Return setup guardrails
- Filing checklist
- Simple closeout process
Who it is for
- Solo practitioners who want one system that matches their real book of business
- Owner-operators with S-corp clients who need 1040 and 1120S handled in one lane
- Recurring 1040 practices that need more than a starter checklist and less than a full multi-staff governance system
What this product is not for
- You only want the lightest entry path — see STARTER.
- You need formal dispute handling — see REPRESENTATION.
- You only need the written security-plan lane — see WISP.
- You need partnership, nonprofit, fiduciary, or C-corp entity coverage — see entity products.
Frequently asked questions
Does SOLO include S-corp coverage?▼
How is SOLO different from STARTER?▼
Does SOLO include WISP?▼
Do I still need a separate entity product for S-corps?▼
Can I upgrade from STARTER?▼
Start with the right lane.
Use SOLO when it matches the current workflow, risk, or escalation point in your practice. Add another product only when the work genuinely changes.