Reasons to request a review
- ✓A tax year was not filed
- ✓A W-2 or 1099 arrived after filing
- ✓Income or expenses were omitted
- ✓Filing status or dependent information may be incorrect
- ✓The IRS or California sent a notice
- ✓You want a second look at a filed return
Bring the complete record
Bring a copy of the original return, all tax documents for that year, any corrected forms, and relevant IRS or California notices. An amendment is appropriate only when the facts require a correction.
Fees depend on the year, forms, and work required and will be explained before preparation begins.