Review Services

At YM TAX CPA, we provide professional financial statement review services to give you a clear, reliable, and independent assessment of your financial information. Our review engagements are ideal for businesses that require more assurance than a compilation but do not need a full audit.


We ensure your financial statements are accurate, compliant, and presented in a way that supports your strategic goals.

What is a Financial Statement Review?

A financial statement review is a service where a CPA performs analytical procedures and inquiries to provide limited assurance that there are no material modifications needed for your financial statements to be in accordance with the applicable financial reporting framework (such as GAAP or IFRS). This service is less extensive than an audit but provides greater credibility than compiled statements — making it a cost-effective option for many businesses.

Who Typically Needs a Review?

A financial statement review may be required when:

  • Lenders request assurance without the cost of a full audit
  • Investors need verified financial information
  • Shareholders or boards want a clear picture of company performance
  • Businesses are applying for certain contracts or grants

Our Review Process

  1. Initial Consultation – Understanding your reporting requirements and timelines
  2. Data Collection – Gathering relevant financial documents and records
  3. Analysis & Inquiry – Applying analytical procedures and questioning management about financial activities
  4. Preparation of Reviewed Statements – Presenting financial statements in compliance with applicable standards

Delivery & Follow-up – Providing final statements and addressing any questions from stakeholders

Why Choose YM TAX CPA?

  • Experienced CPA Team – Years of expertise in review engagements across diverse industries
  • Compliance-Driven Approach – Ensuring statements meet GAAP or IFRS standards
  • Clear Communication – We explain results in plain language for better decision-making

Confidential & Secure – Protecting your financial information is our top priority

Contact Us

Get In Touch With YM TAX CPA