An estate tax packet with a missing schedule
The assistant inventories the packet, identifies the absent schedule against the checklist, and returns a precise request list for the tax professional.
Records and tax research
Tax Document Review Virtual Assistants
Compare supplied estate tax records against your approved checklist, record missing or inconsistent entries, and prepare a source-linked exception log for qualified review.
Administrative document support only. Your licensed or responsible professional retains interpretation, judgment, and final approval.
Records and tax researchWho it is for
A defined role for a recurring document burden.
Estate tax professionals, accountants, attorneys, and fiduciaries assembling a document set for review. It fits teams that need the administrative comparison work completed before a qualified professional determines what the records mean or what position to take.
Estate tax packets fail review for ordinary reasons: a missing schedule, an inconsistent name, a notice without its enclosure, or a figure with no visible source.
- Returns, schedules, notices, and supporting statements arrive in different formats and at different times.
- The same entity or property appears under variations that are easy to overlook without a controlled index.
- Missing pages and unexplained differences are buried in a large packet.
- Administrative comparison gets mixed with tax analysis, blurring who is responsible for the conclusion.
Scope of work
What the assistant handles.
Work is performed against your written procedure. The assistant records what the source says, cites where it appears, and routes anything ambiguous to the agreed reviewer rather than resolving it independently.
- Inventory the supplied returns, schedules, notices, statements, and supporting records
- Check the packet against your document-completeness list
- Record document names, periods, entity identifiers, and page references in a controlled index
- Compare repeated names, addresses, parcel references, and stated amounts for visible differences
- Flag missing schedules, unexplained gaps, and inconsistent entries with a source citation
- Prepare an exception log and a clean handoff for the qualified tax reviewer
Working sequence
How the work moves from intake to handoff.
Each step has a defined output. Nothing is marked complete without a source or an explicit note that the item remains open.
Inventory
List every supplied document, its period, and its source. The assistant confirms what was received before comparing anything.
Check
Test the packet against your completeness list. Missing schedules and attachments are logged with the expected location.
Compare
Review the defined identifiers and amounts across documents. Visible differences are recorded with page references and neutral descriptions.
Escalate
Deliver the index and exception log. Tax treatment, filing positions, and resolution remain with the qualified professional.
Review-ready handoff
What your reviewer receives.
A complete document inventory with source references
A completeness checklist with missing-item notes
A neutral comparison log for defined identifiers and amounts
An exception summary prepared for qualified tax review
Deliverables are administrative work product. They support professional review and do not replace it.
Quality controls
How accuracy is checked.
- The comparison fields are agreed before work begins
- Every exception cites the document and page that produced it
- A second pass checks missing schedules and repeated identifiers
- The log uses neutral language and leaves interpretation to the reviewer
Where the role stops
Decisions that stay with you.
- No tax advice, tax positions, or filing recommendations
- No calculation of tax liability, basis, gain, or loss
- No conclusion about whether a document satisfies a legal or filing requirement
- No alteration of a return, schedule, notice, or supporting statement
Common starting scenarios
What this looks like in practice.
Realistic examples of how teams begin, without implying a legal or tax conclusion.
A notice that references an enclosure
The notice is logged and the enclosure is checked for. If it is absent, the gap is recorded without speculation about its contents.
Several properties under one estate
Parcel references and property names are compared across schedules so visible inconsistencies can be reviewed by the responsible professional.
Questions
Before you delegate this work.
Is this tax preparation?
No. The assistant organizes and compares supplied documents. Tax preparation, positions, advice, and filing decisions remain with a qualified tax professional.
Can the assistant calculate basis or gain?
No. It can record figures exactly as supplied and flag visible differences, but it does not calculate or interpret tax treatment.
What if a document is illegible?
The item is flagged with its source. The assistant does not infer a figure or silently omit the document.
Can you work with our checklist?
Yes. The completeness list and comparison fields are confirmed during scoping, and a sample packet is reviewed before production work.
Bring one representative file.
We will walk through the document set, the fields you need recorded, the sources you approve, and the decisions that must stay with your team.
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