WORKFLOW INTELLIGENCE FOR TAX PROFESSIONALS

TaxAdvisor360™

Created by Sterling Cunningham to help professionals organize federal tax controversy work from intake through resolution.

Connect the work across each stage.

TaxAdvisor360 brings procedural intelligence, workflow organization, collaborative case management, and AI-assisted analysis into a platform designed for federal tax controversy professionals.

EXAMINATION

Organize the response

Examination workflows, IDR tracking, issue development, and supporting document organization.

APPEALS

Develop the position

Protest development, settlement analysis, procedural sequencing, and conference preparation.

COLLECTIONS

Evaluate the pathways

Financial review, collection alternatives, OIC analysis, and resolution workflows.

COLLABORATION

Keep the work connected

Shared tasks, case chronologies, research organization, and practitioner review across a matter.

START WITH YOUR CIRCUMSTANCES

Explore TaxAdvisor360 for your practice.

Share a general overview. We will evaluate fit, urgency, and the appropriate engagement structure.

Request a strategic review