Prior-Year Tax Return Review
Not sure if your past tax returns were done right? Tax Rite LLC offers a fresh, professional review to check for missed deductions, errors, or opportunities.
Schedule a Return Review Email Your Past Returns
Get a Second Opinion on Your Past Tax Returns
If you’ve ever wondered whether your previous tax returns were prepared correctly or if you might have left money on the table, a Prior-Year Tax Return Review can give you clarity and peace of mind.
We carefully review your past federal and state returns to look for possible mistakes, missed deductions or credits, and other issues that may be worth correcting.
Taxes done, the RITE way — even for past years.
What’s Included in a Prior-Year Return Review
- Review of one or more prior-year federal and state tax returns.
- Check for common errors, missing forms, and incorrect filing status.
- Look for missed deductions, credits, or tax-saving opportunities.
- Identify potential refund opportunities or areas where you may have overpaid.
- Clear explanation of our findings in plain language.
- Guidance on whether an amendment might make sense for you.
Who Should Consider a Prior-Year Review?
Individuals & Families
- You prepared your own returns using software and aren’t fully confident.
- You had major life changes (job, home, dependents) that may not have been handled correctly.
- You used a different tax preparer and want a second opinion.
- You received an IRS notice about a past return.
Self-Employed & Small Business Owners
- Your income or expenses were more complex than usual.
- You’re not sure business deductions were claimed properly.
- Your books and tax returns don’t seem to match.
- You want to make sure prior years are clean before moving forward.
How Our Return Review Process Works
- 1. Share Your Past Returns – You provide copies of the returns you’d like reviewed along with any key documents.
- 2. Detailed Analysis – We go line by line looking for errors, inconsistencies, or missed opportunities.
- 3. Findings & Recommendations – We explain what we found, what it means for you, and whether amending may make sense.
- 4. Next Steps – If you choose to move forward, we can help with amended returns or planning for future years.
Frequently Asked Questions
How many years back can you review?
We can review multiple years of returns. In many cases, the IRS allows amendments for up to three years, but it depends on your situation.
If you find something, do I have to amend my return?
No. We’ll explain your options, and you decide whether to move forward with an amendment or not.
Can this review lead to a refund?
It can, if we discover that you overpaid or missed a credit or deduction. However, we can’t guarantee a refund in every case.
What do you need from me to get started?
Copies of the tax returns you want reviewed, plus any supporting documents you think might be helpful (W-2s, 1099s, schedules, etc.).
Want a Second Look at Your Past Tax Returns?
If you’re not sure your previous returns were done right, a Prior-Year Tax Return Review from Tax Rite LLC can give you clarity — and sometimes, money back.
Call 386-307-2240 Email Your Returns to Tax Rite LLC