by ed mendlowitz
how to review tax returns: the field-tested update
this is an area i feel very strongly about, and it is a major reason for the success of the better firms and the lack of growth of smaller firms.
by my way of thinking, a system must be established to assure the greatest quality at every level, reduce the number of touches per return, and present the client with the type of return he or she is relying on you to deliver. this system only works if there are the right processes and procedures and a strict adherence to them, and this includes the careful and deliberate use of checklists.