Our Approach

This service is appropriate if any of the following apply:

• Prior-year tax returns were filed incorrectly or incompletely

• Records are missing, inconsistent, or reconstructed after the fact

• IRS or state notices have been received

• IRS transcripts do not match filed returns

• Credits or deductions were missed or misapplied

• Income, expenses, or basis require reconciliation

• Multiple years require correction or amendment

WHAT THIS SERVICE INCLUDES

Depending on complexity, services may include:

• Reconstruction of incomplete or inaccurate financial records

• Prior-year tax return review and correction

• Amended returns (1040X, 1065X, 1120X)

• IRS transcript analysis and discrepancy resolution

• Income, expense, and basis reconciliation

• Credit eligibility re-evaluation

• Compliance realignment with current tax law

• IRS and state correspondence support when required