Trilogy Difference

Characteristic Tax Trilogy Classic Outsourcing Ideal Client Profile
Business Knowledge

Understanding clients business operations through our implementation process and on-going approach

Endeavoring to continuously improve core knowledge of clients business operations

No need to understand underlying business operations--simply rote compliance processing of data received

Interested in having a compliance provider that is knowledgeable about the underlying business fundamentals
Integration

Strives to achieve integration with client's tax staff. Success measured by being viewed as a core member of the Client's team

Integration is not seen as a requirement and it isn't pursued

Inclusive environment that fosters mutual respect and team work that allows Tax Trilogy to participate as a member of the collaborative team

Quality

Understanding that quality compliance is the foundation of all tax strategy initiatives

Source data analysis to ensure completeness and initial quality. Input-output controls, business and tax trending analysis, reconciliation reports, and application of unique technologies - TriloConnect™ to drive transparency

Focus on producing accurate tax returns based on data received from clients with sound input-output controls (assumption that source data is accurate)

Understand the value of high quality compliance to : (i) corporate reputation, (ii) good fundamental corporate governance, (iii) creating the proper foundation for assessing and managing risks and opportunities, and (iv) create a highly energized tax team that is focused on leveraging themselves with superior data

Imaginative and bold in executing plans to continuously improve tax operations

Relationships

Focus on end-to-end processes and recognizing that strong relationships throughout the supply-chain are key to success

Focus on rote compliance does not require strong relationships with clients or taxing jurisdictions

Value having credible relationships with taxing authorities, and transparent interactions with service providers