EasyTaxUSA Professional Tax Return Review

A Professional Tax Return Review is a focused check of a return you have already prepared, done before you file. A CPA Review goes further: a one-on-one consultation with a licensed CPA covering your full tax situation, past returns, and planning for the year ahead.

The ones the IRS sees most often include misspelled names or Social Security numbers that don’t match Social Security records, the wrong filing status, simple math mistakes, credits claimed for dependents who don’t qualify, incorrect bank routing or account numbers, and forgetting to sign the return.

The IRS uses computer scoring and automatic matching to flag returns. Common triggers include income that doesn’t match the W-2s and 1099s the IRS received, deductions that are unusually large for your income, repeated business losses, claiming a vehicle is used 100% for business, and round-number estimates. No one can promise you won’t be audited, but a review helps you fix or document these before you file.

Your draft return, the income forms it is based on (W-2s, 1099s, and similar), and records for any large or unusual items such as charitable gifts, business expenses, education costs, or medical expenses. If you have last year’s return, include it too.

Yes. Your documents are uploaded through an encrypted connection and are only shared with the tax professional assigned to your review.

A review is designed for returns that haven’t been filed yet. If you have already filed and think something is wrong, our Tax Return Amendment service can help you correct it.