Information needed to begin the peer review process:

• 1. "Information Required for Scheduling Reviews" packet.
• 2. A copy of your prior peer review report, if we did not perform your last peer review.
• 3. If you are a TX or NJ client we will need to see a copy of your firm license.
• 4. Our engagement letter prepared by us and signed by you.
• 5. An “Appendix A” provided by us and completed by you.
• 6. Financial statements you prepared that we have selected based on your completion of “Appendix A”.
• 7. An “Appendix B” provided by us and completed by you for each set of financial statements we have selected.
• 8. An engagement letter between you and your client for all financial statements we have requested that are compiled with a balance sheet date after 12-15-10 or reviewed regardless of the balance sheet date.
• 9. Management representation letters, inquiries, and analytical procedures for all reviewed financial statements we have selected.
• 10. A firm representation letter provided by us and signed by you.
• 11. Matters for Further Consideration provided by us and signed by you.
• 12. Findings for Further Consideration provided by us and signed by you.