THE POSITION REVIEW
The Position Review
Before you commit to anything, it helps to know where you actually stand. The Position Review is a no-charge, no-obligation look at your current tax position by a licensed CPA — and it comes back to you in plain language.
What the review covers
- A review of your most recent business and personal tax returns
- An assessment of your entity structure — and whether it still fits the income it carries
- Planning opportunities that appear to be available going forward
- Anything we'd want to look at more closely
- How we would approach it
- An estimated cost for the work, so there are no surprises
If we don't see enough to act on, we'll tell you that.
We review the returns you send. This is not an audit, and we don't verify the underlying records.