Tax Return Review
For a flat fee, an Enrolled Agent reviews returns you have already filed for errors and missed deductions, and tells you in writing whether an amendment is worth filing.
Secure checkout via Stripe. Prepared by an Enrolled Agent. Final scope confirmed in writing before any work begins.
In short: Our tax review is a flat-fee professional second opinion on returns you already filed: an Enrolled Agent examines your past returns for errors, missed deductions, and overlooked credits, then explains in writing whether filing an amendment is worth it. It is for anyone who is not fully confident their last return was done right.
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What's Included
- A second-opinion review of an already-prepared return
- A written summary of findings
Timing: Scope and timing are confirmed in writing before an engagement begins.
Not included:
- Preparing or filing the return
- The amendment if one is needed (billed 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 Second Opinion, in Writing
Most people file their tax return and move on. Returns prepared with software or in a hurry can contain errors: missed deductions, incorrect filing statuses, overlooked credits, and improper reporting of investment or business income. Some of those errors cost you money; others leave a position the IRS may question later.
Our Tax Review service analyzes your previously filed returns with the same level of detail we bring to our own preparation work. If everything checks out, you have that confirmed in writing. If we find issues, you get a clear path to fixing them and recovering any overpayment.
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.
When a Review Can Help
- You used a low-cost preparer and are not sure everything was captured.
- 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 any of these apply, a review gives you a written answer about your return.
Find the Right Review for You
Flat-fee review levels for different return types. Fees are published, and every level includes a written report.
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 items worth a closer look
Best for: Individuals who want a focused 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 evaluate your schedules and identify further savings where the facts support them.
- 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 structure, reasonable compensation, and tax planning opportunities.
- Review of one business return (1120-S, 1065, or 1120)
- Reasonable compensation analysis for S-Corp owners
- Retirement plan review
- Industry-specific deduction review
Best for: Established business owners who want to make sure their entity is structured and reported correctly.
Business Return Readiness Check
$295
A pre-filing readiness check of your books, schedules, elections, and supporting documents before your business return is prepared. You get a written gap list of what needs attention, and the fee is credited toward business return preparation with us.
- Review of books and year-end balances for return readiness
- Check of required schedules, elections, and statements
- Document checklist covering what is still missing
- Written gap list with clear next steps
- Fee credited toward business return preparation
Best for: Business owners who want to close the gaps before their return is prepared, not after.
Amendment Package
$750 to $2,500
When a review uncovers errors, we prepare and file the corrected returns. This is the implementation step when findings support a correction, including any refund due.
- 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, including expats, dual citizens, and foreign nationals.
How It Works
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
An Enrolled Agent 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, written in plain English.
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.
Hypothetical Example: From a $199 Review to an Amendment
Hypothetical Example
Suppose a client orders a Quick Check to make sure their return was done right, and the review identifies 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
From $1,497
Tax Planning Engagement
Total cost: $2,446 at the published floors. In this hypothetical, the amendment recovers a $2,900 refund, nearly covering the cost of the review and amendment combined, and the planning engagement identifies strategies projected to save over $8,000 in the following tax year. Not every review leads to an amendment, and individual results vary based on your specific tax situation.
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.
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Learn MoreIndividual Tax Services
Accurate tax return preparation for W-2 employees, freelancers, investors, and expats.
Learn MoreCross-Border & International Tax
Specialized compliance for foreign accounts, treaty positions, and international reporting.
Learn MoreReturn Checkup
A written second opinion on a return you have already filed, from an Enrolled Agent.
Learn MoreWant a second look at a filed return?
The Quick Check suits a straightforward return; the deeper tiers cover business, multi-year, and international returns. Every tier ends in a written report.
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.