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Review of Form 1040 and related schedules to confirm accuracy, consistency, and completeness of reported income, deductions, and credits.

 Evaluation of industry-specific credits and deductions, including childcare-related credits and other applicable incentives. 

 Review of Schedule C, Form 1065, or Form 1120-S to evaluate income reporting, expense classification, and overall tax positioning. 

Review of up to three prior tax years to identify errors, missed opportunities, or potential compliance concerns.

Forward-looking guidance designed to help reduce future tax liability and improve tax efficiency.

Explanation of IRS correspondence, identification of required actions, and guidance on next steps or response options.

Targeted review to identify deductions or credits that may have been overlooked or underutilized.

Comparison of bookkeeping records to filed or draft tax returns to identify discrepancies and ensure alignment.