What's Included with the Amended Return Service

Our Amended Return Service is designed for taxpayers who need to correct a previously filed federal or state tax return. Whether your original return contained errors, omitted income, missed tax credits or deductions, or was prepared incorrectly by another tax professional, we provide a comprehensive review and amendment process to ensure your return is corrected accurately.

Your service includes:

• Comprehensive Return Review – We compare your originally filed return with your supporting tax documents to identify errors, omissions, and opportunities for correction.
• Preparation of Amended Return(s) – Preparation of the required federal and/or state amended tax return(s) based on the corrections identified.
• Explanation of Changes – A clear summary of the adjustments made and the reason each correction was necessary.
• Document Review – Review of W-2s, Forms 1099, K-1s, tax transcripts, and other supporting documentation relevant to the amendment.
• Tax Savings & Balance Analysis – Calculation of any additional refund, reduction of tax owed, or additional balance due resulting from the amendment.
• Electronic Filing (When Available) – Submission of your amended return electronically when permitted by the IRS or state taxing authority. Returns that cannot be e-filed will be prepared with mailing instructions.
• Client Review Meeting – Review of your amended return before filing to ensure you understand the changes and have an opportunity to ask questions.
• Filing Instructions – If mailing is required, you will receive detailed instructions, mailing addresses, and guidance on signing and submitting your amended return.
• Post-Filing Support – Assistance with general questions related to the amended return process and expected IRS or state processing timeframes.

What Is Not Included

Unless specifically purchased or agreed to in writing, this service does not include:

• IRS audit or examination representation.
• Appeals or Tax Court representation.
• Tax planning services.
• Preparation of additional tax years not included in your engagement.
• Bookkeeping or reconstruction of business records.
• Ongoing representation after the amended return has been processed.

Our Commitment

Every amended return is prepared with careful attention to accuracy and supporting documentation. Before any amended return is filed, we review the proposed changes with you so you understand what is being corrected and why. Our goal is to ensure your amended return accurately reflects your tax situation while complying with applicable IRS and state tax laws.