Master Licensing Investigations Dec 2020

Tax Return Analysis - 1040

• Review itemized deductions for reasonableness (charitable giving, medical, etc.) • Compare home mortgage interest deduction to reported outstanding personal mortgage debt • Review Business Partnerships / Real Estate Interests for Potential Related Parties or Other Vendors of the Tribe • Can provide indication as to whether certain transactions are consummated at ‘arms-length’

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Tax Return Analysis - 1040

• Agree reported SSN on the application / other source documentation to the tax return provided • Agree reported place of residence on the tax return to the applications / other source documentation • Verify existence of Paid Preparer (Address and Phone Number) • Cross Reference Sources of Revenues to Amounts Reported on State Income Tax Returns • Review W-2 income, if applicable, for full disclosure of other professions and activities

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