Start With the Underlying Question
GWD may review:
- the original tax treatment;
- relevant facts;
- supporting records;
- applicable federal tax authority;
- materiality and potential exposure;
- procedural considerations;
- whether corrective action appears necessary.
Only after understanding the issue should the appropriate response be determined.
GWD Is Not Positioned as a Routine Tax Preparation Firm
Tax return preparation may sometimes arise as part of resolving a defined advisory or compliance matter, but GWD's principal focus is specialized tax advisory, review, and representation.
If routine preparation is all that is needed, another tax professional may be more appropriate.
Discuss a Prior Return Concern
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