We Review the Books First
We go through the accounting data before any tax calculation begins: transactions, account categories, bank balances, revenue, expenses, loans, depreciation, payroll, invoices, and other activity that can affect the return. We don't take a file and start filing. First we check whether the books are ready. If we find errors, discrepancies, or items that need clarification, we tell you what has to be fixed before the return is prepared.