All new clients get a review of their past three years tax returns. This can be beneficial, because there may be prior year information that needs to be carried forward to their new return.

So, in an effort to have time to properly review old returns, we ask that you make an appointment now, rather than waiting till the busy tax season. Looking back at all three years of taxes is preferred, in order to accurately file your return.

Note: Reviewing your old tax returns is not designed, necessarily, to find missing deductions. It's more to make sure that what was put on your tax return was correct and in compliance with the IRS rules and regulations. Our goal is to help all of our clients bullet proof their tax returns so that they can rest assured knowing that they will pass an IRS audit, if randomly selected.