My Prior Year Tax Return Review service is designed to give you peace of mind by uncovering any overlooked opportunities or errors in your past tax filings. Whether you're an individual taxpayer or a business owner, my thorough review process ensures your prior tax returns are fully optimized and compliant with current tax regulations. Generally the IRS allows you to amend returns for up to three prior years to make a claim for a credit or refund, I help you make the most of this window—catching missed deductions, correcting errors, and potentially recovering any refunds you’re entitled to.
In-Depth Review for Accuracy
I meticulously review your past tax returns to uncover any errors, such as incorrect income reporting, overlooked deductions, or missed tax credits, ensuring every detail aligns with federal, state, and local regulations. If you’ve filed tax returns in other countries during those years, I incorporate this information into my analysis to provide you with a complete picture. While I officially assist only on the U.S. side, I’ll consider any cross-border implications and, when relevant, recommend reaching out to your tax professional abroad to address potential issues or opportunities.
Amendment Guidance
If I identify potential errors, I’ll advise you on filing an amended return to correct these issues. I’ll guide you through the process, answering any questions you have, to help you recover any refunds you’re owed or avoid penalties due to inaccuracies.
Compliance Assurance
With tax regulations changing frequently, I work to ensure your past returns align with current laws and IRS guidance, giving you confidence that your filings remain fully compliant.
Tax Savings Opportunity
I don’t just correct errors—I seek out opportunities to help you save on future taxes by applying strategic insights uncovered during my review. You can relax knowing I’ve considered every measure to maximize your tax efficiency.
I have extensive experience in both cross-border and domestic tax matters, specializing in reviewing complex returns for individuals and small to medium businesses. With deep knowledge of U.S. tax laws, I provide a thorough, insightful review to help you stay compliant and maximize your refund potential.
Don't let past mistake affect your financial future. Schedule a Prior Year Tax Return Review today to uncover hidden savings and ensure your tax returns reflect the accuracy you deserve.
U.S. and Cross-Border Tax Return Review & Analysis
I provide a comprehensive review of your last one to three U.S. federal tax returns, evaluating them for missed deductions, credits, or potential errors. For clients with international filings, I also assess cross-border factors to determine how they may impact your U.S. federal or state returns. This analysis ensures that both domestic and international elements are aligned with U.S. compliance requirements. You’ll receive an in-depth report detailing findings and tailored recommendations, so you know where improvements could be made. This service includes analysis and guidance only; a separate quote for filing or corrective actions will be provided along with my recommendations.
Tax Return Amendment & Compliance Execution
Following the review and analysis of your U.S. tax returns, this service focuses on executing the recommended actions to correct any identified issues or optimize your filings. I’ll prepare and file amended U.S. federal and state returns based on the findings, ensuring that any overlooked deductions, credits, or necessary corrections are accurately applied. If applicable, I will also work closely with your foreign advisors to address any required corrections on foreign returns, ensuring cohesive cross-border compliance. Additionally, I provide all necessary documentation, including explanations for adjustments, to maintain clear records that support each amendment. After filing, I’m available to address any IRS or state inquiries related to the amendments, giving you peace of mind that all adjustments meet compliance standards and allow you to fully benefit from the identified tax advantages.