- Be the final checkpoint before filing.
- Review completed returns across 1040, 1120, 1120-S, and 1065 — federal and multi-state
- Identify gaps, errors, or unclear treatment in prepared returns
- Write clear, actionable review notes preparers can resolve without back-and-forth
- Respond to client questions specifically about line items, calculations, or filings on the prepared return
- Maintain audit-ready workpapers and documentation trails
- Keep folders organized, naming consistent, and documentation complete