This page is all about your financial success. Your success must include tax planning as an integral part of your plan. Why? It's simple. The more you pay in taxes the less you have to save and invest in your future.
For all prospective clients I offer a free review of your past 3 personal and/or business returns along with a free consultation to discuss the results. I do these reviews for 3 purposes. One is to get to know more about you and your situation. Two is to begin to develop effective tax strategies to reduce future taxes. And finally, in about 1/3rd of the reviews I find that were are able to file an amended return to recapture overpaid taxes due to math errors, oversights, or misapplication of tax rule.
This review and consultation provides a risk free opportunity for you. The prospect for a refund can definitely be worth your time. I have filed personal refunds for up to $47,000 and business refunds have been up to $10,000.