Question 1

How long does the review process take?

Accepted Answer

Typically 5-7 business days from when we receive your completed intake form and authorization to pull your IRS transcripts. We'll keep you updated throughout the process.

Question 2

What documents do I need to provide?

Accepted Answer

We'll need a signed authorization form allowing us to access your IRS transcripts. We'll guide you through the secure submission process.

Question 3

What if you find something wrong?

Accepted Answer

Don't worry – that's exactly why you're doing this review. If we discover issues, we'll explain your options clearly and can help you resolve them. Most issues are fixable, and addressing them proactively is always better than waiting for the IRS to find them.

Question 4

Is this the same as an audit?

Accepted Answer

No, this is a private, proactive review conducted by our firm – not the IRS. Think of it as a health checkup for your tax situation. It's designed to help you identify and address potential issues before they become problems.

Question 5

What if I have unfiled returns?

Accepted Answer

We can help with that too. During our review, we'll identify any gaps in your filing history and discuss the best approach to get you current. Many clients are surprised to learn that catching up is often easier than they feared.

Question 6

Do I need to be a current client?

Accepted Answer

No! While we offer a discounted Client Edition for existing clients, our Community Edition is designed specifically for people new to our firm. Either way, you'll receive the same thorough, professional review.

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