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Tuesday, July 23  |  1:45 p.m. - 3:25 p.m.  |  Concurrent Session

Implementing Tax Return Review Procedures

2 CPE for CPA        

As a firm owner, you need a review process for returns prepared by staff. This session will provide tips for the new and seasoned reviewer as we discuss common errors and areas of risk. We will also discuss review tools to aid in the review process, necessary documentation, and best practices for office setup. 

Objectives
Upon completion of this session, you will be able to:

  • Summarize the tax return review process 

  • Define documentation necessary to implement a review process 

  • Outline common errors and areas of risk 

CPE information
Duration: 100 minutes
Course level: Intermediate
Prerequisite: Form 1040 tax preparation
Advanced preparation: None
Delivery method: Group Live

Nicole DeRosa

Senior Tax Manager at Wiss

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