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Most review techniques developed by professionals are self-taught and fine-tuned via experience. Yet how does one start? The purpose of this manual is to give new reviewers an understanding of the procedures utilized to review a tax return. Reviewers with experience also may find that the multitude of checklists allows a more thorough review or supplement to their review technique. Its emphasis is not planning; rather, it is to develop a strategy to properly review a return effectively and thoroughly.
Senior-level staff new to the review process or experienced staff members looking to update and/or expand their review procedures
Experience in preparing Form 1040, reviewing diagnostics, and preparing workpapers
237 Lancaster Ave, Devon, PA 19333
Phone: (800) 778-7436 | FAX: (610) 688-3977