Return Checkup
Not sure your last return was done right? Pay $199, upload it through our secure portal, and an Enrolled Agent sends you a written second opinion on the timeline agreed before payment - what looks right, what to double-check, and whether an amendment is worth it. Credited toward the next step if you continue.
New engagements are paused while we complete current work. Request availability, and we will confirm whether we can help and when work can begin. A request does not reserve a start date or create an engagement.
In short: Return Checkup is a flat-fee second opinion on a tax return you already filed: upload it through our secure portal and an Enrolled Agent sends a written review on the timeline agreed before payment covering what looks right, what to double-check, and whether an amendment is worth pursuing. The fee is credited toward the next step if you continue.
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What's Included
- Private secure-upload link immediately after checkout
- Review of your return by an Enrolled Agent
- Written plain-English checkup: what looks right, what to double-check
- A read on whether you overpaid or took a risky position
- A clear recommendation on whether an amendment is worth filing
- Fee credited toward the next step if you continue
Timeline: Scope and delivery timing are confirmed before payment.
Not included:
- Preparing an amendment (quoted in your checkup)
- Full line-by-line review or representation (quoted separately)
A Second Opinion Before You Assume It Was Fine
Problems on a filed return often surface only when the IRS finds them: a missed credit, a self-employment number that does not tie out, an S-corp with no reasonable salary, or foreign accounts left off.
Return Checkup is a flat-fee way to find out. You upload the return through a private encrypted link, and an Enrolled Agent - enrolled to practice before the IRS - reads it and tells you in writing what looks right, what is worth a second look, and whether an amendment is worth filing.
Built for documents, not data harvesting
- Encrypted at rest; visible only to the reviewing Enrolled Agent
- Never used to train AI; never sold or shared
- Deleted 90 days after your engagement closes
- Zero analytics or ad code on the upload pages
Details in our privacy policy.
Return Checkup
- Secure upload link right after checkout
- Enrolled Agent reads your return
- Written second-opinion checkup
- Delivered on the timeline agreed before payment
- Fixed quote for any next step
Want the full line-by-line version? See our Tax Review service.
How It Works
Four steps, agreed timing, zero email attachments.
Pay
Check out securely with Stripe ($199).
Upload
You land on your private upload page. Add every page of the return as PDF or photos.
Review
The Enrolled Agent reads the return for errors, missed savings, and risk.
Your checkup
A written second opinion arrives by email on the timeline agreed before payment.
Amendments have a clock too
A refund from an amended return is generally only claimable within three years of the original filing. If your return is close to that window, a checkup before it closes can show whether an amendment is still worth filing.
Frequently Asked Questions
Common questions about this service area.
Related Services
Explore other ways we support our clients.
Tax Review
The full second-opinion review of a prepared return - line by line, when you want more than a quick checkup.
Learn MoreNotice Rescue
Got an IRS or state letter instead? Upload the notice and get a written response plan the same way.
Learn MoreTax Resolution
Full representation for balances, liens, levies, and multi-year issues an amendment cannot fix.
Learn MoreCurrent availability
New engagements are paused while we complete current work. Instant estimates, the IRS notice decoder, calculators and guides remain available.
“Arc & Ledger provided exceptional service, making my tax preparation seamless and stress-free.”– Christian S., Google Review
A secure Client Portal invitation is sent only after Arc & Ledger accepts the engagement or you purchase an available fixed-scope service. A call, waitlist entry, or contact form alone does not create portal access.