Does the IRS owe you money?
Find out with a tax return review
Wonder if you’ve overpaid on your taxes? It's time to find out.
Our financial advisors specialize in identifying costly errors in past tax returns, to help you reclaim potential overpayments.
Here’s how it works:
Book a free consultation: Fill out the form below and we’ll schedule a convenient time.
Review by an experienced financial advisor: After we meet and agree to work together, our advisors will scrutinize your past returns (up to 3 years!), spotting any costly mistakes.
Review the results: We'll discuss our findings and guide you on how to correct errors for potential refunds.
Act Now to Find Your Potential Savings!
Errors in tax returns can be subtle and expensive. Don’t let past mistakes affect your financial health.
Here’s how we saved a client $30,000:
The client almost paid $40,000 to the IRS because their capital losses from previous years weren't applied. Our client didn’t realize that you can carry over up to $3,000 in losses each year ($1,500 if married and filing separately). After reviewing the return, we found their carry-over losses, which reduced their tax bill to $10,000 after they applied the $3,000 carry-over loss on their returns for 10 years.