Tax Return Review: The Overlooked Factor in Tax Season Success or Failure

EM HTRTR cvr clipGreat reviewers aren’t born. They’re made.

by Ed Mendlowitz
How to Review Tax Returns

Reviewing tax returns is a key part of tax preparation. It also is an area vulnerable to major bottlenecks and backlogs. Inevitably, firms have more preparers than reviewers. The latter are highly skilled professionals who are more difficult to train or find. Therefore, you must consider ways to reduce review time, even at the expense of adding preparer time.

The best tax season managers know how to: