Second opinions on tax returns? No matter where you live, and whatever the reason, we offer second opinions on existing tax returns. Please note we don’t take every case we’re offered. It depends on the issue and our schedule. We don’t try to become your CPA unless you ask. Really.
Here’s how our second opinion usually works:
- Client calls for a free consult. Many times this alone solves the concern.
- If we think there could be an issue, you can request a second opinion.
- You’ll get the returns to us via E Mail, Fax, Google Docs, Drop Box etc.
- We’ll give you an estimated price.
- You’ll sign an engagement letter.
- You’ll arrange payment.
- We’ll request more info if required.
- We’ll look at your tax returns.
- We’ll talk on the phone.
- You’ll present any changes or new strategies to your accountant. You don’t have to mention us.
(910) 840-3858