Purnell Family Tax Services · Staff & Client Portal
Tax resolution,
built different.
built different.
Complete tax preparation, amendment, and IRS/FTB resolution — all managed from one secure portal. Kathy P. Bibbs · CTEC · ERO · IRS Authorized e-File Provider.
Staff Tools
👥
Client Manager
All clients · profiles · search · export · case overview dashboard
Staff
➕
New Client Intake
Profile · engagement letter · Gamma prompt · client email — auto-generated from one form
Staff
🤖
AI Document Processor
Bulk PDF upload · auto-extract all figures · populate organizer fields
AI
📊
Resolution Work Plan
Case tracker · open items · phase progress · IRS and FTB timelines
Staff
Client Tools
🏢
Business Tax Organizer
Schedule C · S-Corp · Partnership · Rental · 1099-NEC · Estimated Taxes · Vehicles — any client, any year
Evergreen
📋
TY2025 Tax Organizer
Individual return organizer — W-2, gambling, mortgage, self-employment, crypto
File Now
📅
Multi-Year Organizer
TY2020–2025 · Amendment preparation · all six years in one form
Resolution
🏦
Income Reconstruction
Bank deposit method · month-by-month reconciliation · pass-through exclusions
Analysis
🚗
Vehicle Worksheets
Form 4562 · standard mileage · actual expense · §179 and bonus depreciation
Form 4562
📝
Client Work Plan
Embedded case dashboard · step tracker · document checklist for clients
Client-facing
Resources & Guides
🔐
Client Portal
Returning client login · case status · document upload · messaging
Portal
📖
Resolution Guide
IRS and FTB process explained · amendment strategy · penalty relief options
Guide
⚙️
Admin Manual
Staff reference · portal architecture · Cloudflare deploy · agent setup
Staff
👤
Client User Guide
How to use the portal · upload documents · complete the organizer
Client
⚡ Quick Actions
📥
☁️
🎬
🤖
📨
📞
Secure Document Upload
Dropbox · encrypted · goes to PTS only
Cloudflare Dashboard
Deploy · Workers · Pages · Chaoswired
Gamma Presentations
Client decks · AI-generated
Anthropic Console
API keys · Claude usage · billing
Formspree Dashboard
Form submissions · organizer responses
Marquecia Jingles
(424) 470-7407 · Staff contact