Partner firm profile 04
This page is an unnamed template for partner firm profile 04. No firm appears on Fairview Audit yet. When a partner firm joins and approves its description in writing, the slots below are filled and the page goes live.
Until then it shows what a profile will contain and what to ask a firm about tax paid or accrued.
Short description
The short description is two or three sentences in the firm's own words. It says what kind of reviews the firm performs and which businesses it usually works with. Fill it in this way: [CONFIRM: firm name] [CONFIRM: a partner firm supplies and approves this statement]. Fairview does not write claims about results, fees or experience for a firm.
Categories covered
List each cost category the firm will take requests for, linked to its page under Services. [CONFIRM: categories covered by this firm]. Add a category only when the firm approves it. This slot suggests a focus on Sales and use tax.
Question focus for this profile
Sales and use tax reviews compare tax charged or accrued with what the transaction called for. Ask the firm how it handles exemption records and purchases where tax was missed or overpaid.
Ask the firm these questions:
- Which purchase records does the firm examine, and how far back?
- How does it treat exemption certificates and the evidence behind them?
- Does it review both tax charged by vendors and tax your business accrued itself?
- Which jurisdictions does it work in? [VERIFY: jurisdictions the firm covers]
- Who communicates with the tax authority, and under whose authority?
Avoid any general statement of tax law on this page. Keep it to what the firm reviews, and let the firm describe rules it relies on.
What a good answer sounds like
A useful answer separates tax charged on purchases from tax your business owes directly, and says which the firm reviews. It should not blur the two.
How to use this page
Treat each question as a prompt for a conversation with the firm, not as a script. The firm should answer in its own words and agree the wording before any answer appears on a live profile. If a firm declines to answer a question, the profile should leave that slot out instead of guessing. You can also ask the same questions of any other firm you speak with, which makes the answers easier to compare.
Size range and territory
State the size of business the firm works with: [CONFIRM: size range]. Fairview has no fixed cut-off between larger and smaller businesses and matches by hand. Then state where the firm works: [CONFIRM: territory]. Say whether that means remote work, set regions or both. Use no figures unless the firm approves them in writing.
How requests reach the firm
A business submits a request on one of three entry paths: larger business, smaller business, or not sure or another need. The request goes to the matched partner firm, or to Fairview for manual matching on the not sure path. The business then talks with the firm directly. Name the firm's channel for new requests here: [CONFIRM: lead delivery channel]. Read more on how it works.
Approvals needed before this page goes live
- Written approval of the short description and every statement on this page.
- Written approval of the categories, size range and territory.
- Written confirmation of the delivery channel and a named contact for requests.
- No claims about results, fees, experience or history without the firm's approval.
Firms that want a profile can start on the become a partner page. The wider network of partner firms is described on its own page.
Disclosure
Note: Fairview is paid a referral fee by partner firms. Partner firms are independent firms. The engagement and any fees are between the business and the partner firm under the firm's own terms. Fairview connects businesses with firms and performs no review itself.
Tell us what you need reviewed. We match you by hand with an independent partner firm. You keep your existing vendors.Find out what you are overpaying.