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Compliance Review & Document Check

$75.00

A thorough review of your tax documents, deductions, income reports, and filings to ensure full compliance and reduce future audit risk. [FREE Basic Review or $75 Detailed Review, just advise me during a consultation of your preference for your payment option to reflect properly.]

Options:

  • Basic Document Check (Past 1-2 years): FREE

  • Detailed Compliance Review (Multi-Year, Written Report): $75

Matches H&R Block’s free “Second Look” Service.

A thorough review of your tax documents, deductions, income reports, and filings to ensure full compliance and reduce future audit risk. [FREE Basic Review or $75 Detailed Review, just advise me during a consultation of your preference for your payment option to reflect properly.]

Options:

  • Basic Document Check (Past 1-2 years): FREE

  • Detailed Compliance Review (Multi-Year, Written Report): $75

Matches H&R Block’s free “Second Look” Service.

Before any filing is submitted or during a mid-year checkup, we perform a thorough review of all supporting documentation—including receipts, deduction support, income statements, and payroll reports. This rigorous process ensures the accuracy and validity of every number on your return, confirming full compliance with all tax laws, and providing a final layer of protection to reduce the risk of future audit inquiries based on incomplete or incorrect documentation.