2nd Opinion, Amended Tax Return & Audit Defense

ExactCPA  offers a second opinion and amended tax return service. Many clients come to us from other CPA firms to get a second opinion on their taxes, or if necessary to file an amended Federal or State tax return. It’s helpful to have a fresh pair of eyes look over your taxes, to catch anything that may have been overlooked.  Were your taxes completed and filed by another CPA firm, but you want a second review by an alternative tax service before you file it?

We’ll review your tax documents with you and conduct thorough due diligence to ensure they’ve been filed correctly. Having a CPA that provides a second opinion is like having a second pair of eyes to ensure that nothing is missed or overlooked. We will make sure every tax credit is used to your advantage, so you get the maximum refund possible.

Three Year Statue of Limitations to File Amended Tax Returns

Did you know that your tax returns can be amended from even three years back? Not only can we give you a second opinion and amend your tax return before you file it; we can provide a second review of your tax returns from up to three years ago, and make amendments if necessary. Ultimately this can result in more money in your pocket.It’s important to understand that once you’ve filed your original tax return, it cannot be changed. However, it can be   amended by filling out a special tax form, and providing the reason or cause for the amendment.  We can relieve the burden on you by doing all the work for you. We can also file your amended taxes electronically to ensure proper receipt of them by the IRS and state and/or local authority.

Never Filed? Need to File Back Taxes? We Can Help

If you’re facing a tax audit, you have a Safe Harbor in us. If you’ve never filed taxes, or need to file back taxes, don’t procrastinate any more. Contact us for help filing back taxes. Our tax professionals will guide you through your tax audit, ensuring that all tax laws have been considered and followed, and organizing all necessary tax documents.

Even if you’re coming to ExactCPA as a brand new client because you’re being audited, we can help you sort out your taxes and get everything in order for you so that the audit process runs smoothly and efficiently. Due diligence is of the utmost importance to us at Safe Harbor, and we take every tax situation seriously and professionally.  

Our Process for Preparing an IRS Audit Defense 

#1. Awareness – Hopefully your accounting firm has prepared your bookkeeping records and other tax records to substantiate each and every deduction, as well as provide documentation on income and expenses in every category.  If you are new to us, understanding your records and tax situation will be one of our first priorities. If you are an existing client, we are sure that your records will be in good shape.

#2. Compliance – Our second objective is to analyze your past returns in the context of current tax laws (both Federal and State). We can then provide objective advice and ensure you are compliant.

#3. Personal Consultation – When responding to an IRS inquiry, we will inform you of your situation and act in full compliance with the law. However, tax laws are complicated, and having an expert CPA or tax accounting firm at your side both in written compliance and even in face-to-face meetings with the IRS can spell the difference between success or failure in dealing with an IRS or other tax audit entity.

#4. Closure – Finally, we pride ourselves in putting our customers first. Our motto is “We work harder for you,” meaning we strive to take the burden of responding to the IRS off of you while keeping you informed every step of the way. We respond to our client inquiries in a timely manner while keeping you abreast any pending audit issues.