Second opinion on past filings.
Tax Return Evaluation
We audit your prior returns for missed credits, reporting gaps, and preparer errors—then recover refunds when warranted.
Federal rules allow amended returns within a defined look-back window. If a previous preparer missed deductions or misapplied the law, you may be entitled to a refund.
Our evaluation compares your filed returns against current guidance and your supporting documents—line by line where it matters.
What We Cover
Tax Return Evaluation Services
- Multi-year review
- Preparer error analysis
- Credit & deduction scan
- Form 1040-X preparation
- Risk-benefit summary
Key Benefits
Why Choose Our Tax Return Evaluation
Potential Refunds
Recover overpaid tax when corrections work in your favor.
Compliance Confidence
Know past filings align with IRS expectations.
Smarter Future Filings
Apply lessons learned to current-year planning.
How It Works
Our Tax Return Evaluation Process
Secure Intake
Share prior returns and source documents through our portal.
Technical Review
Senior staff examine schedules, basis, and credit eligibility.
Findings Report
We explain issues in plain language with dollar impact.
Amendment Filing
When appropriate, we prepare and e-file Form 1040-X.
Frequently Asked Questions
We typically focus on the last three filing years, subject to statute limitations.
Correcting legitimate errors is standard; we file accurately and support our work.