Solo CPA pilot launches — what we are learning from 50 one-person shops
The scanner pilot explored review patterns across the six Drop-2 states and the practical gap between "looks right" and the source a practitioner should verify.
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Related posts
A solo retainer that survives the year-2 IRS notice cycle is a retainer whose engagement letter split notice response out of the base fee before the first CP2000, CP2501, or Letter 2201 landed. How to price the per-engagement scope, where flat-fee vs. hourly each wins, and what Treasury Circular 230 §10.35 requires on every written deliverable.
CP2000, CP2501, and Letter 2201 arrive in year 2 — and each one absorbs two to four unpriced hours from the base retainer. Here is how to run the retention math on recurring clients, price a notice-response add-on, and keep Circular 230 §10.35 diligence from eroding the practice margin.
The Q4 estimated safe-harbor under IRC §6654 and the §174 R&E capitalization rule can be reviewed on the same solo-EA planning record in Q4. The four-step workflow on /tax-planning is presented as a practitioner-review aid, not a Circular 230 conclusion or a promise of time saved.
Next post in the series
§469 Passive Loss Traps in a Real Estate Heavy Year
See the patterns from this post on real returns →
Start a free trial, connect your tax software, and run the scanner against your engagement queue to see how the patterns from this post surface on actual work — with the same IRC citation, same evidence rule, same human-review caveat.