Tax preparers assist individuals and 
businesses in claiming entitled 
deductions and credits.

Tax planning optimizes deductions 
and credits, determines suitable tax 
structures, and defers taxes when 
advantageous.

Audit reviews enable companies to 
identify and mitigate potential risks and 
errors in them financial statements or 
operations.

Agreed-upon procedures (AUPs) are 
limited assurance engagements that 
provide information about a specific 
aspect of a company’s operations or
financial statements.