See what one guided intake builds.
Augusta Rule IQ turns one set of entered facts into the coordinated, defined package shown below. This demonstration shows the document structure without presenting a client result or tax conclusion.
Sample — For Demonstration Only
Fictional, sanitized package preview
The names, dates, property, meeting details, comparables, and figures below are illustrative. They are not client facts, a tax conclusion, a final FMV determination, or evidence of a particular outcome.
Sample section 1
Coordinates the parties, property, meeting dates, proposed rate, permitted use, payment terms, and signature blocks.
- Homeowner: Jordan Lee — fictional
- Business: Northstar Studio LLC — fictional
- Property: Example residence — fictional
- Meeting dates: October 8 and October 22
- Proposed rate: entered after comparable review
Sample section 2
Records the business authorization reflected by the facts entered in the intake.
- Meeting-space rental reviewed by the business
- Authorized signer identified
- Payment and record-retention steps assigned
- Signature and date fields left for completion
Sample section 3
Creates the invoice structure needed to document the proposed rental transaction.
- Invoice date and parties
- Rental dates and business purpose
- Proposed daily rate and total
- Payment instructions and status
Sample section 4
Organizes the comparable-rental information supplied by the buyer so it can be reviewed.
- Comparable source, date, location, and use
- Rate-normalization notes
- Similarity and difference notes
- Calculation trail and proposed conclusion
- Final review reserved for the buyer and tax professional
Sample section 5
Creates an agenda for each meeting date entered during the intake.
- Date, location, and expected attendees
- Specific business purpose
- Topics and planned decisions
- Owner review before the meeting
Sample section 6
Provides a structured place to record what actually happened after each meeting.
- Actual attendees
- Discussion and decisions
- Follow-up actions
- Finalization after the real meeting
Sample section 7
Shows the remaining real-world steps after the documents are generated.
- Verify facts and proposed FMV support
- Review eligibility and tax treatment
- Hold the meetings and finish the records
- Sign, pay, document, and retain the file
Why there is no completed number or signed document in this sample: the final facts, proposed FMV support, signatures, actual meeting record, payment, and tax treatment belong to the buyer’s real transaction and professional review. The purchased workflow uses the buyer’s intake to build the coordinated package; it does not invent those facts or complete the real-world acts.
- Rental agreement between the homeowner and business
- Business resolution authorizing the proposed rental
- Invoice from homeowner to business
- Proposed FMV methodology memo using supplied comparable information
- Meeting agenda for each entered meeting date
- Minutes template and sign-in page for each entered meeting date
- One organized PDF package and implementation instructions
- Confirm whether the strategy fits your facts with your tax professional
- Provide accurate facts and review the proposed FMV support
- Hold the actual meetings and finalize the minutes afterward
- Sign the documents and make and document the payment
- Retain the completed records and address tax reporting with your professional
Joe Gallegos, CPA, CVA
Joe Gallegos is a Certified Public Accountant (CPA) and Certified Valuation Analyst (CVA). His professional career in public accounting began in 2012 with one of the Big 4 international accounting firms.
Since 2012, Joe has focused on business tax planning, cash flow management, business valuations, and small business financial consulting.
Why we built Augusta Rule IQ: The product turns one guided intake into a coordinated, defined documentation package and clearly separates what the system prepares from the tax judgments and real-world actions that remain with the buyer and tax professional.
Visit JAG CPA & Co. →The Augusta Rule paperwork, done for you.
One guided intake creates the defined documentation package shown on the home page. $497, one time.
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