What it is
The work that arrives unannounced: a return that needs correcting, a lender asking for something by Friday, a decision that needs the numbers first.
Who needs it
- Someone who has found an error in a return already filed
- A borrower whose lender or a government agency wants a letter or a summary from the CPA
- An owner who wants the business's figures analyzed before a decision
What we do
- Prepare amended returns
- Provide the letters and summaries lenders and agencies ask for
- Financial analysis and consulting for your business
What to bring
- For an amended return: the return as filed, and the document that shows what changed
- For a lender letter: the lender's request, word for word
- For financial analysis: the business's recent financial statements
What happens next
Lenders and agencies set their own deadlines, so tell us the date when you send the request.
