TAX RETURN REVIEW™
Your Intake Is Complete. Now Provide Your Tax Documents Securely.
Your next step is to provide the tax return you want reviewed and any relevant supporting documents through the designated client portal below.
What Should I
Start with:
- Complete copy of the tax return you want reviewed, including all schedules and attachments
- W-2s, 1099s, K-1s or other income documents relevant to your concerns
- Documents supporting deductions, expenses or credits you specifically want reviewed
- IRS or state notices related to the return, if applicable
- Any other records specifically relevant to the questions identified in your intake
You Don't Need to Send Every Tax Record You Have.
Start with the complete tax return and the documents most directly related to the concerns identified in your intake.
If additional information is needed during the review, we'll let you know what to provide.
Important: Your Tax Deadlines Still Apply
Providing documents for a Tax Return Review™ does not extend, suspend or satisfy any IRS or state filing, payment, notice-response or other deadline.
If you have an approaching deadline, do not assume the review changes that deadline.
What Happens After Your Documents Are Received?
1 — Review
We review the tax return and relevant information provided within the scope of your Tax Return Review™.
2 — Findings
We identify significant errors, omissions, inconsistencies or other items that may require attention.
3 — Recommended Next Step
Your findings will identify the appropriate next step based on the information reviewed.
We May Need Additional Information
If something cannot be evaluated from the information initially provided, we'll request the specific additional information needed to continue the review.
You do not need to guess what else we may need.
Ready to Provide Your Documents?
Use the designated client portal to provide your tax return and supporting information.
