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 within two business days - what looks right, what to double-check, and whether an amendment is worth it. Credited toward the next step if you continue.
Free. No commitment. We assess your situation in 15 minutes.
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: Written checkup within 2 business days of your upload
Not included:
- Preparing an amendment (quoted in your checkup)
- Full line-by-line review or representation (quoted separately)
What Happens After You Purchase
- 1Secure checkout via Stripe
- 2Portal invitation within 1 hour
- 3Upload your documents securely
- 4Prepared and delivered by an Enrolled Agent
"This is the third consecutive year I've filed taxes with Burak, and it has always been an amazing experience and relief."
- Francesco F.
A Second Opinion Before You Assume It Was Fine
Most people never find out their return had a problem until the IRS does. A missed credit, a self-employment number that does not tie out, an S-corp with no reasonable salary, foreign accounts left off - these are quiet until they are expensive.
Return Checkup is the low-cost way to find out now. 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 would pay for itself.
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 within 2 business days
- Fixed quote for any next step
Want the full line-by-line version? See our Tax Review service.
How It Works
Four steps, two business days, 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 within 2 business days.
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, upload it now so the checkup can flag 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 MoreKnow Whether Your Return Was Done Right
Upload your return today and get a straight answer in writing, from an Enrolled Agent - not a chatbot.
“This is the third consecutive year I've filed taxes with Burak, and it has always been an amazing experience and relief.”– Francesco F., Google Review
Both reach the same Enrolled Agent review. After either one, you'll receive a secure Client Portal invitation to upload your documents.
Enrolled Agent