TAX RETURN REVIEW™

Your Tax Return Review™ Has Started.

Thank you for purchasing your Tax Return Review™.

Your next step is to complete a short intake so we know which return you want reviewed and what concerns or questions you have.

After the intake, you'll receive instructions for providing your tax return and supporting information through the designated secure client process.

Complete My Tax Return Review™ Intake

Here's What Happens Next

1 — Complete Your Intake

Tell us which tax return you want reviewed and what concerns you have.

2 — Provide Your Return Securely

You'll receive instructions for providing your tax return and relevant supporting information through the designated secure client process.

3 — We Review the Return

We review the return and information provided for significant errors, omissions, inconsistencies or items requiring attention.

4 — Receive Your Findings

You'll receive your Tax Return Review™ Findings and the recommended next step.

Start With Your Intake

Complete the Tax Return Review™ Intake before providing your tax documents. This gives us the background information needed to understand what you want reviewed.

Do not enter Social Security numbers, bank-account information or other sensitive taxpayer information in the intake form.

Complete My Intake

What Should I Have Ready?

Depending on your situation, you may be asked to provide:

The complete tax return you want reviewed
Relevant W-2s, 1099s, K-1s or other income documents
Business schedules or supporting records relevant to your concern
Notices related to the return, if applicable
Other documents specifically requested during the review

You do not need to provide everything now. Complete the intake first.

Keep Your Tax Information Secure

Do not send tax returns, Social Security numbers, bank information or other sensitive taxpayer documents through ordinary email.

Sensitive information should only be provided through the designated secure client process.

Your Review Does Not Automatically Include Corrections

Tax Return Review™ identifies significant items that may require attention. It does not automatically include preparation or filing of an original or amended return, correction of identified issues, bookkeeping, tax-account investigation, IRS or state representation, audit representation or legal services.

If additional work is recommended, it will require a separate scope and engagement.

Ready to Begin Your Review?

Complete your intake so we can begin gathering the information needed for your Tax Return Review™.