So, you filed your own taxes, or had someone complete them for you, but are not quite sure if they were correct or not – this is the perfect time for prior-year reviews!
It is officially second opinion season, for those that:
- Prepared your own taxes but aren’t quite sure they are correct❓
- Had some lingering questions but due to the rush of tax season never fully had them addressed
- Used a preparer that you did not have the best feeling about
- Feel that your refund or amount due could have been optimized
- Feel that you may have gone a bit too aggressive (and in audit territory)
- Had long-term planning needs that were never addressed
If this is you, contact us right away. Tax refunds eventually expire, and the older the return, the longer it takes the IRS to process changes. Also, backup and proof for additional tax strategy get lost over time, so this is the week to react.
If you feel that you need this, we can either hold a quick, on-the-phone review session or alternatively a detailed recomputation. In either case, if an amendment is required, we will notify you.
Feel free to contact us below and we will reach out quickly with the next steps