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Before we file, not after

Every return gets a pre-filing risk review

DIY apps transmit whatever you type. We check your return against the things that actually draw IRS attention before it goes anywhere. No software-only service does this for you.

Income matching

Every W-2 and 1099 is matched against what employers and platforms report to the IRS. Mismatched income is the most common notice trigger there is.

Credit documentation

EITC, Child Tax Credit, and education credits are heavily reviewed by the IRS. We confirm you qualify and that the paperwork behind the claim is solid.

Schedule C sanity check

Self-employed expenses get compared against your real records and reasonable ranges, so a typo or a guess does not become a problem two years from now.

Completeness check

Missing forms, like a 1095-A for marketplace insurance, cause automatic holds and letters. We confirm the return is complete before transmitting.

90-second self-check

Educational only. Your preparer does the real review on your documents.

Check any that apply to see where to tighten up.

Have a preparer review it properly
Does this review guarantee I will not be audited?

No one can promise that, and you should walk away from anyone who does. Audits are rare overall. Our review reduces the avoidable triggers: mismatched income, weak credit documentation, and inconsistent numbers.

What do you actually check before filing?

We match every income document against what the IRS receives, review documentation behind credits like EITC and the Child Tax Credit, sanity-check Schedule C expenses against your records, and confirm required forms are attached before anything is transmitted.

Is the self-check on this page an audit predictor?

No. It is an educational pointer to areas worth tightening up. Your preparer does the real review on your actual documents.

What happens if the IRS sends a letter anyway?

Send it to our office. Responding to IRS letters for our clients is part of the job, not an upsell.

One written quote. No surprises.

Start your guided intake in a couple of minutes, or call our office.

Start My Tax ReturnCall 689-331-5723

One written quote before any work. Your info is never sold.