business law and taxation cpa reviewer pdf download

10 typical smart scanner errors to watch out forĬhapter 26: When Returns Should Be Submitted to ReviewerĬhapter 27: Review of Complicated Transactions.

Preparer’s Work Process and Procedures ChecklistĬhapter 24: Effective Self-Reviews Improve Efficiency.

Tax payments and state tax deduction worksheetĬhapter 23: Good Preparer-Procedures Will Reduce Review Time.

Reviewer’s Procedural Checklist for Business Tax ReturnsĬhapter 21: Tax Payments and Deduction Schedule.

Reviewer’s Procedural Checklist for Individual Tax Returns.

The Professional Services Firm Business ModelĬhapter 12: Review Procedures between April 1 and April 15Ĭhapter 13: The Get-It-Out-the-Door MethodĬhapter 15: Final Review by Partner before Signing the ReturnĬhapter 16: Recommended Method for The ReviewerĬhapter 17: Effectiveness and Purpose of ReviewĬhapter 19: Question to Ask Preparers and Yourself.

Why This Handbook: 10 Facts and the ConclusionsĬhapter 1: Nature of Tax Return PreparationĬhapter 2: Tax Return Preparation Could Be a Commodity or a Professional ServiceĬhapter 3: 10 Reasons Why You Should Want to Improve Your Review ProcessĬhapter 4: Review Procedures = Quality Control

Weitsen, CPA, PFS, Partner, WithumSmith+Brown CONTENTS

You will be happier, more relaxed and richer for doing so.” – Peter A. Read it closely and adapt it to your practice. Therefore, you must consider ways to reduce review time, even at the expense of adding preparer time.” – Ed Mendlowitz, author “In this book Ed is offering original ideas and sage advice about the entire tax return process. The latter are highly skilled professionals who are more difficult to train or find. Inevitably, firms have more preparers than reviewers. It also is an area vulnerable to major bottlenecks and backlogs. “Reviewing tax returns is a key part of tax preparation. Produce better returns, smarter staffers, happier clients, and more profit. Learn how to speed workflows, eliminate bottlenecks, find and train the best person for the job, distinguish between content and issues reviews, and identify specific trouble spots. Part of the problem has been that there has been no information or training specifically for reviewers, until now. Why Every Tax Pro Needs this Handbook Reviewers are not born complete and ready to go, they must be developed.

Business law and taxation cpa reviewer pdf download