Anonymized engagement summary: Power BI semantic model and four tax-operations reports on a MySQL source for a tax services firm (2024)
Contracted — countersigned (EPC-reported; documents private)First-pass editionA tax services firm (client not named) · 2024 · Project ID EPC-2024-ANON-TAX-PBI
Last updated by Errin O'Connor, Founder & Chief AI Architect, EPC Group
Opening answer. In October 2024 a tax services firm's President countersigned a statement of work with EPC Group. It covers making Power BI the firm's organization-wide BI tool, starting with a semantic model on its MySQL database and up to four reports chosen from the firm's own list:
- fixed asset reconciliation
- tax bill check-off
- tax accrual summary
- tax savings
The work runs from source assessment through deployment in the Power BI service, with a user guide and on-the-job knowledge transfer.
Disclosure. This is an EPC-reported anonymized engagement summary. The client is not named. The countersigned statement of work, with the firm's report list and reference dashboards as exhibits, is retained privately and is not published in the Evidence Center, so this account is outside the Evidence Center's documented-engagement counts. Every engagement fact below is taken from that document.
Verification class
Contracted — countersigned (EPC-reported; documents private). The firm's President signed the statement of work in October 2024. No report acceptance, go-live record or outcome measurement is cited or claimed.
Buyer problem and scope
| Item | What the statement of work states |
|---|---|
| Buyer | A tax services firm (client not named); signed by its President |
| Situation | A growing firm wanting to work more efficiently and extend Power BI as its organization-wide business intelligence solution |
| Data source | A MySQL database |
| Reports | Up to four Power BI reports from the firm's numbered report list: fixed asset reconciliation, tax bill check-off, tax accrual summary and tax savings, styled after reference dashboards the firm supplied |
| Delivery | Assessment and discovery, on-the-job knowledge transfer, short delivery cycles that each ship a working piece, led by EPC Group's Power BI architects and developers |
Unknowns, not stated in the document cited: data volumes, user counts, the go-live date and any measured change in tax-operations effort.
Approach and artifacts
The statement of work breaks the build into named steps.
| Step | What it covers |
|---|---|
| Initial assessment and planning | Assessment of the MySQL source |
| Semantic model | Identify each report's metrics; define the logic, filter criteria and expected values for each; build source queries and model relationships; complete transformations; create measures and calculated columns; validate every component against its expected value |
| Report design and security | Assemble the validated components into reports with drill-down, drill-through, bookmarks, buttons, slicers and other customizations; create end-user groups |
| Deployment and documentation | Provision Power BI workspaces, configure gateways, and write an end-user guide |
Validate the pieces before the page. Every metric gets an agreed expected value before it is built, and each measure is checked against that value before it is placed on a report. That is what makes a reconciliation or accrual report trustworthy to the people who sign off tax positions.
Document (held privately):
| Document | Date |
|---|---|
| Statement of work, Power BI reports initiative, with the firm's report list and reference dashboards as exhibits (countersigned) | October 2024 |
Results and limitations
| Claim | Basis | Status |
|---|---|---|
| The firm contracted EPC Group for a semantic model and up to four tax-operations reports | Countersigned statement of work, October 2024 | Contracted (EPC-reported; documents private) |
| Reports delivered, accepted or in use; any measured result | No document cited | Not claimed |
Provenance
- Source: the countersigned statement of work (October 2024), held privately. Engagement ID: EPC-2024-ANON-TAX-PBI, an alias unrelated to the client's name.
- Anonymization: industry only, under EPC Group's anonymized-case rule; the firm's name, its clients, figures, location, staff names and commercial terms are not published.
- Not claimed: client endorsement, delivery, or any measured result.
- Author: Errin O'Connor, Founder & Chief AI Architect, EPC Group, who signed the statement of work for EPC Group.
Revision history
- 2026-10-25: anonymized engagement summary published from the engagement's countersigned statement of work.
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Author: Errin O'Connor, Founder & Chief AI Architect, EPC Group · Published: 2026-10-25.