Project-Based Tax& Accounting
Focused support for a specific tax or accounting need without an ongoing monthly relationship.
Individuals and businesses that need a defined, one-time engagement rather than a recurring monthly relationship.
Services May Include
Tax Returns
Individual or business returns prepared as a standalone project.
Bookkeeping Cleanup
Catching up and correcting messy or outdated books.
QuickBooks Review
A focused review of your existing setup and records.
Tax Consultations
One-time guidance on a specific tax question.
Tax Notice Support
Help understanding and responding to a notice.
Accounting Projects
Defined-scope work outside a monthly engagement.
Exact services vary by client and are confirmed in the written engagement agreement.
From scope to delivery
Scope The Project
Define the specific need, timeline, and deliverable.
Confirm In Writing
Services and pricing confirmed before work begins.
Complete The Work
Focused execution on the defined scope.
Deliver & Review
Final deliverable and documentation for your records.
Examples of engagement deliverables
Depending on the engagement, deliverables may include:
Exact deliverables and reporting frequency are defined in the written engagement.
We work within your existing accounting software or bring our own tools for the scope of the project.
The services described on this page represent capabilities that may be available from X DIGIT. Exact services, deliverables, responsibilities, and fees are determined by the applicable written engagement agreement.
Have a One-Time Need?
Let's discuss whether a Project-Based engagement is the right fit for your tax or accounting need.
Schedule a Consultation