Tax preparation & planning

Amended Returns & Refund Claims

Found missing information or a possible error in a filed return? We review the original filing and the supporting records to determine what correction may be appropriate.

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Who this helps

Individuals and businesses with corrected income documents, omitted information, or questions about a prior-year filing.

How we can help

Review the original return and proposed adjustments
Prepare amended federal and applicable state returns
Evaluate potential refund claims and applicable filing limits
Organize explanations and supporting documentation

An amendment can increase or decrease tax. A refund depends on the facts, applicable rules, and agency review; it is not guaranteed.

Let’s discuss your next step.

Request an appointment or call (602) 249-9160 to discuss your needs, service scope, and availability.