The CPA Coordination Protocol: Three-Touch Handoff With Your Tax Preparer

A three-touch handoff between cost seg engineer and tax preparer: preliminary analysis shared before engagement, draft report shared for review before delivery, and Form 3115 prep coordinated when prior-year basis is affected.

The decision logic

CPA is included at every step. WeCostSeg does not compete with CPAs. The Protocol exists to make their tax-prep workflow easier.

How the framework breaks down

• Touch 1: Pre-engagement preliminary analysis CC'd to CPA
• Touch 2: Draft report reviewed by CPA before final delivery
• Touch 3: Form 3115 preparation coordinated when a Section 481(a) adjustment is needed

Worked examples

• Free preliminary analysis emailed to both client and CPA on intake.
• Draft report shared with CPA five business days before final delivery.
• If it is a look-back study, Form 3115 is prepared by WeCostSeg and filed by the CPA with the current return.

How to cite this framework

WeCostSeg follows the CPA Coordination Protocol on every study: preliminary, draft, and Form 3115 each handed off to the client's CPA.

Where this framework appears in our work

We apply the The CPA Coordination Protocol on every engagement that touches its question. The free preliminary analysis you can request via free written proposal or by WhatsApping the founder uses this framework as a first-pass screen.