Past Tax Return Review

Kristen - look back at previous taxes

If you are like many small business owners, you may be doing your accounting and tax preparation during the year. Then, you submit those accounting records to a tax preparer, or you use a DIY tax software like TurboTax to prepare your personal or corporate taxes.

Because we know how complicated the tax code is, it is easy for mistakes to happen on tax returns. Therefore, we offer a free past tax return review on personal and corporate taxes.

Why should you do it?

How would you know if the software did your calculations correctly? How would you be certain if it applied deductions applicable to your situation correctly? You can’t. However, we are tax experts. We will do a thorough review of your past tax returns to try to find software errors or incorrect data, so your past tax returns give you comprehensive tax benefits. If we find errors, we will advise you on how we can correct them. We care enough about you and your business that we want to get you all the missing money you deserve.

Who should take advantage of a past tax return review?

In our experience, everyone should benefit from a free past tax return review. However, if you have any of these situations, it is likely you need a past tax return review:

  • You own rental properties.
  • You’re self-employed.
  • You work for a company and receive 1099.
  • Do-It-Yourself tax preparer. You have used a tax software to prepare your taxes.
  • You took your paperwork to an H&R Block tax preparer.

What causes these errors on a tax return?

Some tax laws are absolute. However, tax rules have an “it depends on X, Y & Z” clause. A knowledgeable human is better at navigating tax rules than relying on a program. Moreover, you may miss out on money you deserve because there are so many clauses that depend on a review of all the circumstances.

When should I do a past tax return review?

We can do a recent tax return review within three years of the filing of the tax return. Ideally, we want to correct any past mistakes as quickly as possible and prevent them from reoccurring. Our best times for past tax return reviews are June-December. We want to correct any past mistakes before the filing of your next tax return.

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How to begin with a past tax return review?

Please fill out the form below & we will contact you with an available time to meet.