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Every client ask in one queue, with the client’s file already in context.
Cranston prepares a first pass from the trial balance and K-1 package. It enters the return in your software and attaches the source support.
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The same discipline as the 1040 flow, at entity scale.
Trial balance, financials, prior-year return, K-1s from lower tiers: extracted and mapped, page by page.
Income, deductions, balance sheet, and schedules assembled with each figure tied to its source line.
The draft is keyed into your Drake file the way your preparer enters it, ready for diagnostics.
Cranston creates findings for elections, allocations, and uncertain treatments. Your reviewer makes each decision.

Every client ask in one queue, with the client’s file already in context.

Prepared work lines up with findings attached, so reviewers start at the judgment.

Categorization, reconciliation, and the close checklist, run for every client, every month.