10 · Firm Operations & Finance
Management company tax returns
Atlas-orchestratedfrom $850/moExpert ~1–3 hrs/mo
Bottom line
Coordinate mgmt-co tax return PBC with the CPA—books and timeline owned in Atlas.
Atlas owns workflow, drafts, and QC calendar. Licensed partners handle regulated acts; Atlas stewards the process.
Invoice / proposal description
- ·Mgmt-co tax PBC pack.
- ·CPA timeline coordination.
- ·Issue log through filing.
By hand today
CPA hunts documents in March.
On Atlas
PBC + timeline; CPA prepares/signs.
Deliverables
- Tax PBC
- Timeline
- Issue log
Service levels
- PBC per agreed CPA calendar.
Exclusions
- — CPA signing / tax advice
Platform surfaces
document workspaceImport & Analyze
Annual attach to mgmt-co GL.