What happens if you find a mistake on my return?

If we find an error that resulted in you overpaying your taxes, we will provide you with a separate proposal to prepare and file an amended tax return to claim your refund. The review fee does not cover the preparation of amended returns, but we will give you a clear estimate of the cost and the expected refund before you commit to anything.

Is this service worth it if my taxes are simple?

Even simple tax returns can have errors. The tax code is complex, and it is easy to miss out on deductions or credits you are entitled to. Our Quick Check tier is an affordable way to get peace of mind and confirm that your return was done correctly.

How is this different from just doing my taxes?

A tax review is a diagnostic service. We are not preparing your taxes; we are analyzing a return that has already been filed to identify opportunities and risks. Think of it like getting a second opinion from a specialist. If we find issues, we can then move forward with a separate engagement to amend the return or provide ongoing tax planning services.

How long does a review take?

A Quick Check is typically completed within 3 to 5 business days. Comprehensive and Business reviews may take 5 to 10 business days depending on the complexity of your situation. International reviews can take up to two weeks due to the additional compliance layers involved.

What documents do I need to provide?

At a minimum, we need a copy of your filed tax return (all pages, including schedules). For more comprehensive reviews, we may also request supporting documents like W-2s, 1099s, K-1s, and records of deductions you claimed. We will send you a detailed checklist through our secure Client Portal once you get started.

Can you review returns from several years ago?

Yes. Our Back-Year Review tier is specifically designed for clients who need multiple prior years analyzed. We can review up to three years of returns in a single engagement, with additional years available at a reduced per-year rate.

Tax Review Service

Are You Confident in Your Tax Return?

A professional second opinion on your tax return is the smartest investment you can make. For a flat fee, we review your past returns to find errors, uncover missed deductions, and give you peace of mind. Stop wondering if you left money on the table.

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A Second Opinion That Pays for Itself

Most people file their tax return and move on without a second thought. But the reality is that tax returns prepared by budget software or inexperienced preparers often contain errors, and those errors almost always favor the IRS. Missed deductions, incorrect filing statuses, overlooked credits, and improper reporting of investment or business income are more common than you might think.

Our Tax Review service is designed to catch what others miss. We analyze your previously filed returns with the same level of detail we bring to our own preparation work. If everything checks out, you get peace of mind. If we find issues, you get a clear path to fixing them and recovering what you are owed.

This is not a sales pitch disguised as a review. Every tier comes with a written report of our findings, and there is no obligation to move forward with any additional services. The review stands on its own as a valuable, independent assessment of your tax situation.

Does Any of This Sound Familiar?

You use a budget tax preparer and have a nagging feeling they might have missed something.
Your financial situation has become more complex (new business, rental property, investments) and you are not sure if your taxes reflect that.
You filed yourself using software and wonder if you answered all the questions correctly.
You suspect you might be overpaying in taxes but do not know where to start looking.
You have foreign accounts or assets and are not confident your international reporting is correct.

If you answered yes to any of these, a professional tax review is a simple, low-cost way to get clarity and confidence in your tax situation.

Find the Right Review for You

We offer a range of flat-fee review services designed to meet your specific needs. No hidden costs, just straightforward professional advice.

Quick Check

Starting at $199

A focused review of your most recent Form 1040. We check for common errors, missed deductions, and give you a clear Tax Health Score so you know where you stand.

Review of one personal tax return (Form 1040)
Tax Health Score (A through F grade)
Summary report of findings
Checklist of potential savings opportunities

Best for: Individuals who want a quick, professional second opinion on a recent return.

Comprehensive Individual Review

Starting at $499

A deeper analysis for those with a small business, rental properties, or investment income. We go beyond the basics to evaluate your schedules and find more advanced savings.

Everything in the Quick Check, plus:
Analysis of Schedule C, Schedule E, and Schedule D
Entity structure recommendations for business filers
Depreciation and capital gain/loss review

Best for: Freelancers, landlords, and investors with more complex financial situations.

Back-Year Review

Starting at $399/year

A multi-year analysis for clients who suspect errors in past filings or have not filed for several years. We review up to three prior years and provide a clear action plan.

Review of up to three prior-year returns
Year-by-year summary of liabilities or refunds
Estimated penalties and interest calculations
Action plan for amended or delinquent filings

Best for: Anyone who needs to look back and clean up past tax years.

Business Return Review

Starting at $749

A high-level review for S-Corporations, Partnerships, and C-Corporations. We focus on entity optimization, reasonable compensation, and strategic tax reduction.

Review of one business return (1120-S, 1065, or 1120)
Reasonable compensation analysis for S-Corp owners
Retirement plan optimization strategies
Industry-specific deduction review

Best for: Established business owners who want to make sure their entity is structured and reported correctly.

Amendment Package

$500 to $1,500

When a review uncovers errors, we prepare and file the corrected returns. This is the implementation step that turns findings into actual refunds.

Preparation of federal amended return (Form 1040-X)
State amended returns as needed
All supporting forms and schedules
Summary of changes and expected refund or balance

Best for: Clients whose review identified errors worth correcting.

International / Cross-Border Review

Starting at $899

A specialized review for U.S. expats, dual citizens, and those with foreign assets. We check your compliance with FBAR, FATCA, and applicable tax treaty positions.

Review of international reporting requirements
FBAR and FATCA compliance assessment
Foreign tax credit and treaty position analysis
Penalty exposure evaluation for non-compliance

Best for: Anyone with financial ties to another country, especially members of the Turkish-American community.

How It Works

Getting started is simple. Here is what to expect from the process.

Submit Your Information

Fill out our intake form and upload your most recent tax return through our secure Client Portal. We will review your situation and recommend the right tier for you.

We Analyze Your Return

Our team reviews your return line by line, checking for errors, missed deductions, incorrect calculations, and compliance issues specific to your situation.

Receive Your Report

You get a written report with a Tax Health Score, a summary of findings, and specific recommendations. No jargon, just clear answers about where you stand.

Decide Your Next Steps

If we find issues, we will present your options clearly. Whether that means filing an amendment, starting a planning engagement, or simply filing with more confidence next year.

How a $199 Review Can Change Everything

Here is a scenario we see regularly. A client comes in for a Quick Check, just wanting to make sure their return was done right. During the review, we identify over $12,000 in missed deductions — translating to a $2,900 federal refund based on their tax bracket.

$199

Quick Check Review

$750

Amendment to Claim Refund

$3,500

Tax Planning Engagement

Total cost: $4,449. The amendment recovered a $2,900 refund, nearly covering the cost of the review and amendment combined. The planning engagement then identified strategies projected to save over $8,000 in the following tax year alone. Not every review leads to an amendment — but when it does, one conversation can pay for years of professional guidance.

Frequently Asked Questions

Common questions about this service area.

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