I will review your prior tax return for errors and missed opportunities

Im an Enrolled Agent offering detailed second-look reviews of previously prepared or filed U.S. tax returns.

If you are unsure whether your prior return was prepared correctly, I will review the return and relevant supporting documents to identify potential errors, omissions, inconsistencies, missed deductions or credits, and items that may require further attention.

The review may include:

• Income reporting
• Deductions and credits
• Federal and state consistency
• Estimated tax and extension payments
• Investment and capital gain reporting
• Retirement distributions
• Carryovers from prior years
• Self-employment or business activity
• Basis and K-1 items
• Depreciation and asset reporting
• Multistate issues
• Other potential filing concerns

Depending on the package selected, I can review one or multiple tax years and provide written findings explaining any issues identified and recommended next steps.

This Gig is for review of previously prepared or filed tax returns only. Preparation or filing of an original or amended return is not included. If corrections are identified, amended return preparation can be scoped separately.