Baddies Tax OS™ Platform Documentation & SOP Vault
Standard Operating Procedures, compliance checklists, intake guidelines, Circular 230 rules, and service bureau setup guides.
Tax Practice SOP 01: Taxpayer Intake & §7216
Step-by-step procedure for verifying taxpayer identity, obtaining mandatory §7216 consent before data collection, and securing Form W-2 / 1099 uploads in the digital vault.
Read Full SOP →Tax Practice SOP 02: Tax Resolution Case Intake
SOP for receiving IRS notices (CP2000, CP504, LT11), executing Form 2848 Power of Attorney, pulling IRS transcripts, and conducting Form 433-A/F financial analysis.
Read Full SOP →Tax Practice SOP 03: Service Bureau Branch Onboarding
Onboarding guide for new branch tax offices: PTIN/EFIN credential verification, software seat provisioning, bank product setup, and rejection rate monitoring.
Read Full SOP →Tax Practice SOP 04: GLBA WISP Data Safeguards
Gramm-Leach-Bliley Act Written Information Security Plan: password management, 256-bit encryption standards, MFA enforcement, and annual security access audits.
Read Full SOP →