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Tax Preparation and Review

Amended Returns

Amended returns and administrative adjustment requests, prepared from the return as filed.

  • 1040-X
  • 1065 AAR
  • 1120-X

Scope

What we do

  • Prepare amended returns and administrative adjustment requests
  • Compare the amended figures with the return as filed, line by line
  • Assemble the supporting schedules your reviewer needs

What your firm receives

  • Amended return ready for review
  • A schedule of what changed and why

What we need from you

  • The return it concerns
  • The records behind the change
  • Supporting documents

What your firm keeps

Your firm reviews the amended return, signs it and files it.

How it starts

From first call to first delivery

Access, checklists and security are written down before volume arrives.

  1. A conversation

    We learn what your firm needs, which software you run and how your review works.

  2. A trial piece of work

    We complete a small, real piece of work so your reviewers can judge the quality for themselves.

  3. Onboarding

    Access, security, checklists and communication are set up and written down before volume arrives.

Start a conversation

Tell us what your firm needs

Start with a conversation and a small trial piece of real work. Your reviewers judge the quality before anything else is agreed.