Second Opinion – Review Your Prior Year Returns

Offering a robust line of service packages to meet your personal and business needs

We’ll give your tax returns a second look, for free

Here’s how it works:

  • We analyze and review your last three years’ personal and practice tax returns.
  • We’ll let you know if we identify missed planning opportunities, any overpaid taxes, and pinpoint tax savings that you are entitled to keep.
  • You decide whether to amend your return.

Getting a free tax return review doesn’t obligate you to work with us to correct any returns, but we’d love to help.  Either way, we welcome any questions you have about your previously filed returns during our review.