Tax Planning & Preparation
Full-service US tax preparation for complex individual and business portfolios.
View ServiceAudit & Assurance Support
Scale audit delivery without sacrificing quality.
Experienced teams preparing workpapers, confirmations, and walkthroughs.
The challenge
Peak-season workloads strain internal teams and risk delays in fieldwork.
What we deliver
- Planning support and PBC list coordination
- Substantive and controls testing with clear tie-outs
- Documentation clean-up and issue resolution tracking
Why it matters
- Clear audit trails every time
- Faster fieldwork and reviews
- Consistent quality assurance scores
How it works
Structured collaboration keeps stakeholders aligned and maintains confidentiality throughout delivery.
Step 1
Plan
Align on engagement scope, timelines, and client expectations.
Step 2
Execute
Prepare workpapers, perform testing, and escalate exceptions quickly.
Step 3
Refine
Support partner review, finalize documentation, and capture process improvements.
Related services
Explore how this service fits your roadmap
We’ll define scope, integration points, and launch milestones on a consultation call.