Review Services

Review Services

Overview

Review services are designed for businesses that require a less extensive examination than a full audit. This service involves performing analytical procedures and inquiries to ascertain the plausibility and consistency of financial information. It's ideal for organizations needing assurance about their financial statements without the rigor of an audit.

What’s Included in the Services?

Our review process involves understanding the business and its environment, conducting analytical procedures, and making inquiries of management. We focus on significant trends and items that appear inconsistent, offering a limited assurance that no material modifications are needed for the statements to be in conformity with accounting principles.

Faq's

Frequently Asked Questions

At Watter CPA, we believe that understanding your needs is the first step toward providing exceptional service. Determining the specific service required involves a thorough review of your financial situation, which is only possible with proper documentation and accurate data. This approach helps us deliver tailored solutions that best meet your needs and compliance requirements.

Below, you will find answers to some of the most frequently asked general questions. If you have more specific inquiries or require additional information, please feel free to Contact Us.

General Questions

01
What types of tax planning services do you offer?
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02
How often should I meet with my CPA?
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03
Can you help with IRS issues or tax problems?
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04
What is the process for starting a new business with your help?
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05
Do you offer virtual consultations?
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06
How do you ensure the confidentiality and security of my financial information?
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07
What should I do if I receive a tax notice from the IRS?
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08
How do I get started with Watter CPA?
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09
Do you electronically file my tax return or do I have to mail it in myself?
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10
Do you prepare out-of-state tax returns? 
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11
Can you help with Cryptocurrency, Blockchain, or NFTs?
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12
Can you file an extension for my tax return?
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13
What documents do I need to bring to do my taxes?
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14
Should I file my tax return as Married Filing Joint or Married Filing Separate?
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15
My child is in college. Can I still claim them on my tax return? 
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16
I received an inheritance. Do I have to report that on my tax return? 
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17
My elderly parents are not sure if they have filed taxes for the past few years. Can you help me find out? 
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18
My ex-spouse claimed our child erroneously on their tax return. What can I do? 
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