05 · Tax & Compliance Support
Organized records and dependable support around filing deadlines.
Reconciled records, prepared schedules, and a filing calendar that keeps deadlines visible—so your registered advisers work from evidence, not a shoebox.
- Prepared period
- Ready ahead of deadline
- Adviser boundary
- Handoff
The boundary is the design.
Figures & Finance does not give regulated tax advice and does not submit statutory filings. That is not small print—it is how the service is built: organized records, prepared schedules, a visible calendar, and clean handoffs to the registered advisers whose names go on the filings. Each obligation's owner is confirmed in writing at onboarding.
Recognition
Signs this is the gap.
- Filing deadlines arrive before the records are ready.
- The adviser's information requests trigger a scramble every time.
- Nobody is quite sure which obligations exist in which place.
- Extensions and late-filing scrambles have become routine rather than rare.
Scope
What is included—and what deliberately is not.
Included in the engagement
- Reconciled records and supporting schedules prepared for adviser review
- A filing calendar with owners, readiness dates, and evidence
- Responses to adviser information requests, assembled and tracked
- Audit-readiness organization: documents findable when asked for
- Coordination between your registered advisers and the monthly close
Out of scope
- Regulated tax advice in any jurisdiction
- Signing or submitting statutory filings—those remain with registered advisers
- Opinions on tax positions; those questions are routed to the right professional
Figures & Finance organizes, prepares, and coordinates. Regulated tax advice and statutory filings remain with registered advisers in the relevant jurisdiction.
The working cycle
How the work runs.
- MapObligations and deadlines are mapped together with your registered advisers—what is due, where, and when.
- CalendarThe filing calendar assigns an owner and a readiness date ahead of every deadline.
- PrepareRecords are reconciled and schedules assembled to the adviser's requirements, tied back to the ledgers.
- Hand offAdvisers receive complete, evidenced packages—with the predictable questions answered before they are asked.
- ConfirmFiled outcomes and adviser confirmations are recorded against the calendar, closing the loop.
Outputs
Deliverables, and what each is for.
- Filing calendar
- Every known obligation with its owner, readiness date, and current state.
- Supporting schedules
- The workings behind each filing, reconciled to the ledgers and ready for adviser review.
- Information-request packs
- Complete responses to adviser and authority requests, assembled once and tracked to completion.
- Readiness record
- Evidence of what was prepared, handed off, and confirmed—date by date.
Ownership
Who owns what.
Figures & Finance
- Prepare reconciled records and supporting schedules
- Run the filing calendar and chase readiness ahead of deadlines
- Coordinate handoffs and track information requests to completion
The client
- Engage and retain the registered advisers who advise and file
- Approve positions and sign where signatures are legally the client's
- Provide business context and documents when asked
Registered advisers
- Regulated advice, statutory filings, and representation before authorities
Fit
What the service needs, and who it suits.
Required information and access
- Named registered advisers for each jurisdiction in scope
- The obligation map confirmed at onboarding with those advisers
- Access to the records and prior filings the schedules build on
Suited to
- Businesses whose filings depend on records that are never quite ready
- Companies with obligations in more than one place and no single calendar
- Teams that want adviser fees spent on advice, not on cleanup and chasing
Questions
Asked before most engagements.
Do you file our tax returns?
No. Statutory filings and regulated advice remain with your registered advisers in each jurisdiction. This service makes their work faster and their questions rarer by handing them reconciled, evidenced schedules.
Which jurisdictions do you cover?
Scope is confirmed per engagement, together with your advisers. The service organizes and prepares; jurisdiction-specific authority always sits with the registered professionals there.
Can you help with an audit or an authority information request?
The service assembles and organizes the requested information and tracks it to completion. Representation before authorities remains with your advisers—the package they receive is designed to be forwarded.
We already have an accountant. Why add this?
Advisers advise best from complete records. If their fees keep going to cleanup and chasing, this service moves that work into a monthly rhythm so their time is spent on judgment instead.
Connected work
Works closely with.
Bring this service to a clarity call.
The first conversation maps tax & compliance support against your current setup: the highest-priority gap and the clearest next step.