Are You Confident in Your Tax Return?
A professional second opinion on your tax return often pays for itself. For a flat fee, we review your past returns to find errors, uncover missed deductions, and tell you whether an amendment is worth filing. Stop wondering if you left money on the table.
Secure checkout via Stripe. Prepared by an Enrolled Agent. Final scope confirmed in writing before any work begins.
In short: Our tax review is a flat-fee professional second opinion on returns you already filed: an Enrolled Agent examines your past returns for errors, missed deductions, and overlooked credits, then explains in writing whether filing an amendment is worth it. It is for anyone who is not fully confident their last return was done right.
What's Included
- A second-opinion review of an already-prepared return
- A written summary of findings
Timeline: Quick checks in a few business days; comprehensive reviews take longer.
Not included:
- Preparing or filing the return
- The amendment if one is needed (billed 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
"Arc & Ledger provided exceptional service, making my tax preparation seamless and stress-free."
- Christian S.
A Second Opinion That Pays for Itself
Most people file their tax return and move on without a second thought. But the reality is that tax returns prepared by budget software or inexperienced preparers often contain errors, and those errors almost always favor the IRS. Missed deductions, incorrect filing statuses, overlooked credits, and improper reporting of investment or business income are more common than you might think.
Our Tax Review service is designed to catch what others miss. We analyze your previously filed returns with the same level of detail we bring to our own preparation work. If everything checks out, you get peace of mind. If we find issues, you get a clear path to fixing them and recovering what you are owed.
This is not a sales pitch disguised as a review. Every tier comes with a written report of our findings, and there is no obligation to move forward with any additional services. The review stands on its own as a valuable, independent assessment of your tax situation.
Does Any of This Sound Familiar?
- You use a budget tax preparer and have a nagging feeling they might have missed something.
- Your financial situation has become more complex (new business, rental property, investments) and you are not sure if your taxes reflect that.
- You filed yourself using software and wonder if you answered all the questions correctly.
- You suspect you might be overpaying in taxes but do not know where to start looking.
- You have foreign accounts or assets and are not confident your international reporting is correct.
If you answered yes to any of these, a professional tax review is a simple, low-cost way to get clarity and confidence in your tax situation.
Find the Right Review for You
We offer a range of flat-fee review services designed to meet your specific needs. No hidden costs, just straightforward professional advice.
Quick Check
Starting at $199
A focused review of your most recent Form 1040. We check for common errors, missed deductions, and give you a clear Tax Health Score so you know where you stand.
- Review of one personal tax return (Form 1040)
- Tax Health Score (A through F grade)
- Summary report of findings
- Checklist of potential savings opportunities
Best for: Individuals who want a quick, professional second opinion on a recent return.
Comprehensive Individual Review
Starting at $499
A deeper analysis for those with a small business, rental properties, or investment income. We go beyond the basics to evaluate your schedules and find more advanced savings.
- Everything in the Quick Check, plus:
- Analysis of Schedule C, Schedule E, and Schedule D
- Entity structure recommendations for business filers
- Depreciation and capital gain/loss review
Best for: Freelancers, landlords, and investors with more complex financial situations.
Back-Year Review
Starting at $399/year
A multi-year analysis for clients who suspect errors in past filings or have not filed for several years. We review up to three prior years and provide a clear action plan.
- Review of up to three prior-year returns
- Year-by-year summary of liabilities or refunds
- Estimated penalties and interest calculations
- Action plan for amended or delinquent filings
Best for: Anyone who needs to look back and clean up past tax years.
Business Return Review
Starting at $749
A high-level review for S-Corporations, Partnerships, and C-Corporations. We focus on entity optimization, reasonable compensation, and strategic tax reduction.
- Review of one business return (1120-S, 1065, or 1120)
- Reasonable compensation analysis for S-Corp owners
- Retirement plan optimization strategies
- Industry-specific deduction review
Best for: Established business owners who want to make sure their entity is structured and reported correctly.
Business Return Readiness Check
$295
A pre-filing readiness check of your books, schedules, elections, and supporting documents before your business return is prepared. You get a written gap list of what needs attention, and the fee is credited toward business return preparation with us.
- Review of books and year-end balances for return readiness
- Check of required schedules, elections, and statements
- Document checklist covering what is still missing
- Written gap list with clear next steps
- Fee credited toward business return preparation
Best for: Business owners who want to close the gaps before their return is prepared, not after.
Amendment Package
$750 to $2,500
When a review uncovers errors, we prepare and file the corrected returns. This is the implementation step that turns findings into actual refunds.
- Preparation of federal amended return (Form 1040-X)
- State amended returns as needed
- All supporting forms and schedules
- Summary of changes and expected refund or balance
Best for: Clients whose review identified errors worth correcting.
International / Cross-Border Review
Starting at $899
A specialized review for U.S. expats, dual citizens, and those with foreign assets. We check your compliance with FBAR, FATCA, and applicable tax treaty positions.
- Review of international reporting requirements
- FBAR and FATCA compliance assessment
- Foreign tax credit and treaty position analysis
- Penalty exposure evaluation for non-compliance
Best for: Anyone with financial ties to another country, including expats, dual citizens, and foreign nationals.
How It Works
Getting started is simple. Here is what to expect from the process.
Submit Your Information
Fill out our intake form and upload your most recent tax return through our secure Client Portal. We will review your situation and recommend the right tier for you.
We Analyze Your Return
Our team reviews your return line by line, checking for errors, missed deductions, incorrect calculations, and compliance issues specific to your situation.
Receive Your Report
You get a written report with a Tax Health Score, a summary of findings, and specific recommendations. No jargon, just clear answers about where you stand.
Decide Your Next Steps
If we find issues, we will present your options clearly. Whether that means filing an amendment, starting a planning engagement, or simply filing with more confidence next year.
How a $199 Review Can Change Everything
Illustrative Example
A client comes in for a Quick Check, wanting to make sure their return was done right. During the review, we identify over $12,000 in missed deductions, translating to a $2,900 federal refund based on their tax bracket.
$199
Quick Check Review
$750
Amendment to Claim Refund
From $1,497
Tax Planning Engagement
Total cost: $2,446 at the published floors. The amendment recovered a $2,900 refund, nearly covering the cost of the review and amendment combined. The planning engagement then identified strategies projected to save over $8,000 in the following tax year. Not every review leads to an amendment, and individual results vary based on your specific tax situation.
Frequently Asked Questions
Common questions about this service area.
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Specialized compliance for foreign accounts, treaty positions, and international reporting.
Learn MoreReady to Find Out What You've Been Missing?
Stop wondering and get a clear, professional answer. Submit your information for a free initial assessment to see which review is right for you.
“Arc & Ledger provided exceptional service, making my tax preparation seamless and stress-free.”– Christian S., Google Review
We are scheduling new engagements from September 15.
Both reach the same Enrolled Agent review. After either one, you'll receive a secure Client Portal invitation to upload your documents.