Everything Primer does
From the first read of a client's documents to the report they take away, Primer keeps the work and the reasoning behind it in one place.
Workpaper Synopsis
Provides a summary of the tax return to be prepared, along with a summary for each file provided, and how it relates to each form on the tax return.
- Reviews the prior-year tax return (if available), and determines the tax compliance necessary for the current year.
- Provides a summarized description of all the current-year tax documents provided and outputs a list of tax forms to be completed.
- List any potential missing items to request from the client.
- Provides a summary of suggested name changes.
Coming Soon
The synopsis, with every file provided and the forms it maps to
Tax Return Review
Reviews a prepared tax return for accuracy and outlines any significant and potential issues to be resolved. The tax return is reviewed in conjunction with Workpapers provided.
