Purnell Tax Solutions — Practice Management Portal

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Dashboard

Purnell Tax Solutions · Active Case Management

Client Roster

All Clients

Click any client to open their case file

Client	SSN	Years	IRS Balance	FTB Balance	Status	Actions

New Client

Client Intake

Complete all sections. Client record is created on submission.

1 · Identity

2 · Case Info

3 · Balances

4 · Advisory

5 · Services

6 · Review

👤 Client Identity

First Name *

Last Name *

SSN (last 4) *

Date of Birth

Filing Status *

Email *

Phone *

Mailing Address

Client Access Code (they use this to log in)

📋 Case Information

Case Type *

Priority

Tax Years Involved (check all that apply)

Primary Income Type

Business / Occupation

Prior Preparer (if any — name, firm, contact)

How did client hear about PTS?

Intake Notes

💰 Tax Balances & Notices

Enter known balances. Leave blank if unknown — transcripts will confirm.

IRS Balance Owed

CA FTB Balance Owed

Other State Balance

Total Combined Balance

Active IRS Notices (list all — LT11, LT16, CP2000, CP503, etc.)

Active FTB Notices

Federal Tax Lien?

Installment Agreement?

Nearest Agency Deadline

Deadline Description

⚖️ Tax Advisory Assessment

Complete this section for every client. Advisory findings drive the engagement strategy, fee structure, and Gamma presentation.

Amendment Opportunity?

Penalty Abatement Opportunity

OIC Potential?

CNC Potential?

Estimated Savings Potential (rough range)

Advisory Notes — Strategy Memo Summary

Immediate Action Required?

📋 Services & Fees

Engagement Workstreams (select all that apply)

Quoted Fee

Payment Structure

Retainer / Deposit Paid

Engagement Letter Status

Authorization Forms

✅ Review & Create Client Record

📊 Exposure Summary

📅 Timeline & Deadlines

✅ Open Tasks

⚖️ Advisory — Strategy Notes

Tax Advisory

Advisory & Strategy

Per-client analysis, savings projections, and resolution roadmaps

⚖️ Advisory Checklist — All Active Cases

📐 Resolution Vehicle Decision Tree

Step 1 — Is the balance correct?
Pull Record of Account. If the IRS used a Substitute for Return or CP2000 → Audit Reconsideration not a 1040-X.

Step 2 — Can we reduce the balance?
Amendment / reconsideration filed → new balance established. Then evaluate: full pay, IA, OIC, or CNC.

Step 3 — Penalty relief?
Check FTA eligibility first (3-year clean history). If no FTA → reasonable cause. Both can stack on different periods.

Step 4 — Resolution vehicle
Installment Agreement Balance payable over time, income sufficient
Offer in Compromise RCP < balance, financial hardship documented
CNC Income below threshold, no equity in assets
Lien Withdrawal Post-resolution, balance paid or IA established

Step 5 — State conformity
CA amendment / CA FTB resolution always follows federal — never file state first.

📋 New Advisory Note

Client

Advisory Type

Finding / Recommendation

Estimated Savings

Priority

Action Required By

📝 Saved Advisory Notes

No notes saved yet.

Presentation Builder

Gamma Prompt Generator

Fill in client data → generate a ready-to-paste Gamma prompt for any case

🎨 Select Client & Customize

Client *

Presentation Type

Slides

Style

Audience

Additional Instructions (optional)

Case Management

Work Plan

Track all tasks across every active case

My Case

Case Overview

My Documents

Upload Documents

Send files securely to Purnell Tax Solutions

Secure upload folder: Open Dropbox Upload Folder →

📋 Document Checklist

📞 Questions?

Contact Marquecia Jingles at (424) 470-7407 for any questions about your case or what documents to gather.

Configuration

Settings

🏢 Firm Info

Firm Name

Website

Primary Preparer

Staff Contact

IRS CAF Fax

Formspree Endpoint

🔐 Access Codes

Admin Code

Confirm New Code

🗑️ Data Management

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