Review. Train. Document.
For tax-office owners and preparer teams seeking hands-on support with client-file quality, reasonable inquiry and consistent office procedures.
Client File Reviews
Review selected client files, Form 8867, interview notes and follow-up questions. Identify inconsistencies, documentation gaps and items needing further review or correction.
Office Compliance Review
Evaluate intake forms, preparer workflows, file-review checklists and recordkeeping practices. Identify practical improvements and a clear follow-up plan for your office.
Team Due Diligence Training
Practical instruction on client interviews, reasonable inquiry and documenting responses. Discuss on-site or virtual training, attendance records and materials your office can retain.
Let’s Strengthen Your Office
Tell us your office size, file-review needs and training goals. Ask about a one-time review, on-site support, seasonal packages or individual services. Scope, schedule and fees are confirmed before work begins.
Preparer-side support is not a taxpayer audit or a guarantee of IRS compliance or penalty relief. CE credit is separate unless expressly included.