US attestation services.
Clarify the subject matter, evidence and report needed for your attestation engagement, with the appropriate professional scope agreed upfront.
Is this the right starting point?
Attestation work evaluates defined subject matter against suitable criteria under an engagement appropriate to the recipient’s needs.
When it fits
An organisation asked for assurance or a specified professional report that needs the engagement type clarified.
Get clear on what needs independent assurance.
Discuss support with subject matter and criteria, intended recipient and evidence and the appropriate engagement type. We confirm the tasks, review rounds and responsibilities around your requirements.
- 01
Subject matter and criteria
- 02
Intended recipient
- 03
Evidence and the appropriate engagement type
The engagement and report agreed with the appropriately qualified professional, with purpose and limitations clearly defined.
Your engagement confirms the final deliverables and any separately scoped work.Prepare the right records.
Start with the information below. The final checklist depends on your circumstances, the application or reporting route, and the recipient’s requirements.
Entity, person and jurisdiction details
Tax classification or residency, reporting year, states involved and the purpose of the engagement.
Financial and prior-period records
Books, tax documents, earlier filings, ownership and relevant transaction or recipient records.
Records for this service
Subject matter, criteria, recipient requirements, supporting evidence and existing reports.
From review to handover.
- 01
Define the engagement
Confirm jurisdiction, tax or reporting framework, intended recipient and professional responsibilities.
- 02
Review the evidence
Organise the accounts and supporting records and resolve questions about the reporting scope.
- 03
Prepare and review the work
Discuss the computation, reporting, analysis or evidence with the responsible professionals.
- 04
Agree the handover
Deliver the agreed records or reports and confirm submission, signing and continuing responsibilities.
Know the scope, cost and timing.
What affects the quote
Entity classification, states, reporting years, record complexity and professional signing needs affect scope. Confirm federal/state work and cross-border schedules explicitly in the quote.
What affects the timeline
Jurisdiction review, complete records and the appropriate professional’s availability affect the estimate. Filing, assurance and advisory engagements have different deliverables and schedules.
After this work
Retain the supporting records and reports and agree who handles submission, tax payments, communications and the next reporting cycle.
Questions before you begin?
What does US attestation services support include?
Subject matter and criteria, intended recipient and evidence and the appropriate engagement type. The final inclusions and handover documents are agreed before the engagement starts.
What should I have ready?
Subject matter, criteria, recipient requirements, supporting evidence and existing reports.
What will it cost, and how long will it take?
Entity classification, states, reporting years, record complexity and professional signing needs affect scope. Confirm federal/state work and cross-border schedules explicitly in the quote. Jurisdiction review, complete records and the appropriate professional’s availability affect the estimate. Filing, assurance and advisory engagements have different deliverables and schedules.
Can you help with my US jurisdiction?
Tell us about the person or entity, reporting year, state activity and type of engagement. We confirm professional coverage and the appropriate scope before accepting the work.
