Review the staff-prepared tax return before partner sign-off
Revo reads the return against prior year, the engagement scope, and your firm's review checklist. flags the gaps in the partner's voice.
Reviewing staff returns is the partner activity that always gets done last. Revo turns it into a one-pager with the substantive issues already surfaced.
What Revo catches first
Year-over-year drift the staff missed, missing schedules (K-1, 1099-DIV, 8606), state filing requirements not flagged, AMT issues, basis tracking errors.
What it surfaces for the partner
Substantive: are the elections right, is the entity strategy still optimal, are there planning opportunities for next year. partner-style review.
- 1
Read the return
Revo reviews against the engagement and the firm's review standards for this return type.
- 2
Apply the checklist
Caption, schedules, citations, defined terms, missing forms. the standard issues caught on the first pass.
- 3
Surface the substance
Year-over-year drift, election strategy, planning opportunities. partner-style review, not just proofreading.
- 4
Return in your voice
Comments inline, redline applied, summary at the top. the staff gets feedback that reads like the partner wrote it.
Tools Revo touches for this action
Revo connects to your stack and pulls the context this action needs. Tap any tool to see the rest of what Revo runs there.
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