Prior Year Review

• By some reports, 80% of tax returns have errors.  We will review your prior 3 years of tax returns when we prepare your current return at no additional charge.


• We always ask for these tax returns during our initial interview of a new client but will review and amend your prior year returns if necessary.

• Understanding the positions taken on those tax returns not only helps us to prepare your current return, it could also reveal areas of opportunity to amend and/or file for a refund from any open years.

• There is never a charge for reviewing or amending your prior year returns.

Tax Tips

Safeguard Your Refund – Choose Direct Deposit

Determining Your Correct Filing Status

Taxable and Nontaxable Income

Eight Tax Benefits for Parents

Missing your W-2? Here's what to do.

Six Important Facts about Dependents and Exemptions

Ten Tips to Help You Choose a Tax Preparer

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New Client Information Form Updated

Record Retention Guide Published

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