Tax Services > Tax Return Analysis

What is Tax Return Analysis?

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Tax Return Analysis is the thorough review of a tax return by a CPA, Enrolled Agent, or other qualified professional. The objective of the analysis is to determine if compliance requirements have been met and if any, tax savings opportunities are possible.  

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What are the advantages of a Tax Return Analysis?

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A Tax Return Analysis is conducted either during the actual preparation of a tax return or after it has been filed. Since hundreds of thousands of Americans self-prepare their returns without a formal understanding of Tax Law, the frequency of incorrect returns filed annually continues to skyrocket. Additionally, Tax Return Analysis can focus on previously-filed returns and a thorough assessment can determine if amendment opportunities exist, potentially leading to more refunded dollars. 

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Who qualifies & why should you adopt?

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If you are a business or an individual earning income, you are required by law to file a tax return. For most people, dedicating time to stay abreast of the ever changing tax laws may not always be practical. A Tax Return Analysis provides businesses and individuals with an opportunity to build a relationship with a tax advisor who will give special care and attention to their specific trade and tax situation.