Return Checkup
Not sure your last return was done right? Pay $199, upload it through our secure portal, and an Enrolled Agent sends you a written second opinion on the timeline confirmed with you in writing - what looks right, what to double-check, and whether an amendment is worth it. Credited toward the next step if you continue.
Secure checkout via Stripe. Prepared by an Enrolled Agent. Final scope confirmed in writing before any work begins.
In short: Return Checkup is a flat-fee second opinion on a tax return you already filed: upload it through our secure portal and an Enrolled Agent sends a written review on the timeline confirmed with you in writing covering what looks right, what to double-check, and whether an amendment is worth pursuing. The fee is credited toward the next step if you continue.
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What's Included
- Private secure-upload link immediately after checkout
- Review of your return by an Enrolled Agent
- Written plain-English checkup: what looks right, what to double-check
- A read on whether you overpaid or took a risky position
- A clear recommendation on whether an amendment is worth filing
- Fee credited toward the next step if you continue
Timing: Scope and timing are confirmed in writing before an engagement begins.
Not included:
- Preparing an amendment (quoted in your checkup)
- Full line-by-line review or representation (quoted separately)
What Happens After You Purchase
- 1Secure checkout via Stripe
- 2Your client portal invitation arrives by email
- 3Upload your documents securely
- 4Prepared and delivered by an Enrolled Agent
"Arc & Ledger provided exceptional service, making my tax preparation seamless and stress-free."
- Christian S.
A Written Second Opinion on a Filed Return
Problems on a filed return often surface only when the IRS finds them: a missed credit, a self-employment number that does not tie out, an S-corp with no reasonable salary, or foreign accounts left off.
Return Checkup is a flat-fee way to find out. You upload the return through a private encrypted link, and an Enrolled Agent - enrolled to practice before the IRS - reads it and tells you in writing what looks right, what is worth a second look, and whether an amendment is worth filing.
Built for documents, not data harvesting
- Encrypted at rest; visible only to the reviewing Enrolled Agent
- Never used to train AI; never sold or shared
- Deleted 90 days after your engagement closes
- Zero analytics or ad code on the upload pages
Details in our privacy policy.
Return Checkup
- Secure upload link right after checkout
- Enrolled Agent reads your return
- Written second-opinion checkup
- Delivered on the timeline confirmed with you in writing
- Fixed quote for any next step
Want the full line-by-line version? See our Tax Review service.
How It Works
Four steps, with timing confirmed in writing and no email attachments.
Pay
Check out securely with Stripe ($199).
Upload
You land on your private upload page. Add every page of the return as PDF or photos.
Review
The Enrolled Agent reads the return for errors, missed deductions or credits, and risk.
Your checkup
A written second opinion arrives by email on the timeline confirmed with you in writing.
The amended-return window
A refund from an amended return is generally only claimable within three years of the original filing. If your return is close to that window, a checkup before it closes can show whether an amendment is still worth filing.
How every engagement is checked
Every engagement runs through the same written procedure. It is the reason the fee is what it is, and you can hold us to it.
- 1Scope and fee in writing before any work begins.
- 2Documents arrive through the secure client portal, not as email attachments.
- 3A second review on a different day, against a written checklist, before anything is filed.
- 4If the IRS writes about a return we prepared, reviewing the notice with you is free. Any response or representation beyond that review is quoted in writing first.
Frequently Asked Questions
Common questions about this service area.
Related Services
Explore other ways we support our clients.
Tax Review
The full second-opinion review of a prepared return - line by line, when you want more than a quick checkup.
Learn MoreNotice Rescue
Got an IRS or state letter instead? Upload the notice and get a written response plan the same way.
Learn MoreTax Resolution
Full representation for balances, liens, levies, and multi-year issues an amendment cannot fix.
Learn MoreWant a second look at a filed return?
An Enrolled Agent reads the return and answers in writing: what looks right, what to double-check, and whether an amendment is worth filing. Timing is confirmed with you in writing.
Arc & Ledger takes on work selectively. Each request is reviewed for fit with our practice areas, and scope and timing are confirmed in writing before an engagement begins.
“Arc & Ledger provided exceptional service, making my tax preparation seamless and stress-free.”– Christian S., Google Review
A secure Client Portal invitation is sent only after Arc & Ledger accepts the engagement or you purchase an available fixed-scope service. A call, waitlist entry, or contact form alone does not create portal access.