Did you make the mistake of going to a national tax preparation firm in 2009, 2010, or 2011? Our experience tells us that you might want us to review that return. We don’t keep any accurate statistics on this matter, but roughly speaking, those returns that we review are wrong about 20% of the time. How can this be? Well that is a long story that requires some understanding of how those places operate. Nevertheless, you might have a 20% chance of hitting the lottery by bringing that return to us to review. We might find that you paid too much tax in one or all of those years. If you did, you have until at least 4/15/2013 to amend those returns to get some of that tax back.
Common areas where they err: college credits, self-employment income and deductions, health insurance deductions, daycare credits, farm income, clergy income, S-Corp tax returns, capital-loss carryforwards, Indiana 529 credits…the list goes on and on.
We don’t charge to review your return…why not give it a shot?