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Handout Materials
Presentation Slides
Free cpece webinars
Reviewing Individual Tax Returns


Cost Free
Presentation Length 1.0 hour

Recorded DateJune 2, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

This program will cover how returns should be properly reviewed. Our presenter will cover the quality control aspect of the review, use proper review procedures to control and tame workflow, the opportunities created for staff development and advancement, and how reviewers can be selected and then trained. We will also discuss how reviewers can work more effectively and efficiently and use the leverage of preparers. The webinar will cover how to mold your staff’s mindset to appreciate the value of tax season and the benefits to themselves, the firm, and clients. We will also cover the seven types of tax return reviews and the one type of review that provides your services’ actual value to the client. Also, attendees will learn how to develop and use reviewer-specific checklists and a reviewer qualification test, follow-up, and other valuable checklists.

This webinar will also cover methods to reduce review time and bottlenecks while improving preparer quality. This includes preparer self-review techniques that are guaranteed to work. Our presenter will introduce his tax comparison worksheet that has saved hundreds of CPAs immeasurable time and improved quality, sped up up the review process, improved and streamlined partners' top side reviews. This worksheet also doubles as a user-friendly deliverable and cross-selling tool. Everything in this program has been tested and proven over Ed’s long career, and he will share much of his “secret sauce.”

Learning Objectives:  

  • Learn which of the seven types of tax return reviews are most effective

  • Identify how the reviewer’s effectiveness can be increased while the time spent reviewing a return can be decreased

  • Determine how preparer errors can be reduced by effective collaboration with the reviewer

  • Recall Ed’s foolproof review and preparer training techniques

  • Identify charts to indicate why the reviewer’s time must be reduced

Not logged
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Ed is a partner in Withum’s East Brunswick, NJ, office and has over 40 years of public accounting experience. He is a licensed, certified public accountant in New Jersey and New York. He is accredited by the American Institute of Certified Public Accountants (AICPA) in business valuation and as a personal financial specialist (PFS). Ed is also admitted to practice before the United States Tax Court and has testified as an expert witness in federal and state court regarding business valuations.

A graduate of City College of New York, Ed earned his bachelor of business administration degree. He is a member of the AICPA, the New Jersey Society of Certified Public Accountants (NJSCPA), and the New York State Society of Certified Public Accountants (NYSSCPA). Ed was a founding partner of Mendlowitz Weitsen, LLP, CPAs, which joined Withum in 2005. Currently, he serves on the NYSSCPA Estate Planning Committee and was chairman of the committee that planned the NYSSCPA’s 100th Anniversary. The author of 16 books, Ed has also written hundreds of articles for business and professional journals and newsletters. He is the contributing editor to the Practitioners Publishing Company’s 1998/1999 706/709 Deskbook and the AICPA 2004 edition of The Management of an Accounting Practice Handbook. He is on the editorial board of Bottom Line/Personal and Tax Hotline financial newsletters. Appearing regularly on television news programs, Ed has also been quoted in numerous major newspapers and periodicals in the United States. He is the Lawler Award recipient for the best article published in 2001 in the Journal of Accountancy.

Ed is a frequent speaker to many professional and business groups, including the AICPA, NJSCPA, NYSSCPA, American Management Association, the National Committee for Monetary Reform, University of Medicine and Dentistry in NJ, and many more. For 11 years, he taught financial analysis courses, corporate financial policy and theory, monetary and fiscal policy, and managerial accounting in the MBA program at Fairleigh Dickinson University.

About Our Presenter

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Withum is a forward-thinking, technology-driven advisory and accounting firm, committed to helping clients be more profitable, efficient and productive in the modern business landscape. With office locations in major cities and financial centers across the country, and as an independent member of HLB, the global advisory and accounting network, Withum serves businesses and individuals on a local-to-global scale. Our professionals provide the expert advice and innovation solutions you need to Be in a Position of StrengthSM in today’s fast-paced, tech-driven world.