Start with a real queue
Provide intake fields, engagement process, secure upload instructions, and reviewer contacts.
Preparation makes the difference
A calmer desk for a demanding season.
Give client intake, document follow-up, appointment coordination, and workflow records the attention they need while your tax professionals focus on the returns.
Book a free consultationA clearer desk.
A more considered working day.
Ready for your review.
Organized client information and visible outstanding requests.
Tax preparers, enrolled agents, CPAs, and practice managersDefined roles · Approved systems · Visible handoffs
The work behind the work
Your expertise should have room to work.
We help tax preparation practices organize administrative work around their secure systems and review process. Scope the role around client communication, document receipt, and clear handoffs to the tax professional.
- Client requests tracked through secure channels
- Missing documents visible before review
- Appointments and next actions connected
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Focused on your field. Supported by a wider team.
Your support role starts with the realities of your operation. The StealthAgents team helps you discuss experience, matching, onboarding, and the management rhythm that makes the role useful.
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Specialist services
Explore all eight services ↗Make the document chase easier to manage.
A preparer can only move a return forward when the right information is available. Chasing missing uploads and unanswered messages consumes time that should be spent on professional review.
Tax client intake
Tax client intake
Organize new client inquiries and administrative onboarding information.
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Document receipt tracking
Document receipt tracking
Maintain a clear record of materials received through your practice’s secure document system.
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Missing document follow-up
Missing document follow-up
Keep client follow-up focused on the information the preparer has actually requested.
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Appointment coordination
Appointment coordination
Arrange consultations and review appointments around the availability your practice sets.
Explore the service ↗A practical working relationship
Prepare the handoff before the busy season arrives.
Use a secure portal, a practice-approved document checklist, and a named reviewer. Keep tax decisions and return approval with your qualified team.
Discuss your prioritiesMake the output visible
Verify client and tax-year references without inferring the tax meaning of a document.
Keep judgment with your team
Only the tax professional decides acceptable substitutes or whether filing can proceed.
Blog & research
Visit the Blog ↗A closer look at the work.
Blog · Tax practice operations
Keep tax-season document follow-up separate from professional review
An administrative workflow for client intake, secure document receipt, appointments, and preparer handoffs.
Read the article ↗
Research · Tax practice administration research
Tax practice support should begin with information handling, not inbox access
An administrative role-design analysis informed by IRS guidance on written information security plans.
Read the article ↗Before we talk
Good support starts with good questions.
Can we start with one workflow?
Yes. A focused initial scope makes responsibilities and review standards easier to define. Bring one recurring queue, examples of the work, and the person who will review it.
Will the assistant use our existing systems?
The role is scoped around your approved tools. Access, training, permissions, and required experience are discussed before work begins.
Who approves work and makes decisions?
Tax advice, engagement acceptance, and scope decisions remain with qualified professionals.
What should we bring to a consultation?
A short task list, approximate workload, current tools, coverage needs, and examples of a good result. Keep confidential records out of the inquiry form.
A role shaped around your operationStart with the work
Start with the work
you want to hand over.
Tell us where the queue slows down. We’ll discuss the scope, tools, coverage, and review points that belong in your support role.
Book a free consultation
Define the role before making a commitment.