Tax Services
Books Audit
A three-year look back that quantifies exactly what your prior returns missed — before you commit to anything further.
All Tax ServicesWhat this is
Our tax return review is a three-year look back, capped as a Books Audit. We examine the last three filed years, quantify what was missed, and tell you exactly what is recoverable before you commit to anything further.
What is included
- Line-by-line review of the last three filed years
- Identification of missed elections, deductions and credits
- A recoverable-dollars figure, with amendment options where worthwhile
- A clear read on whether deeper strategy work is justified
Who this is for
- Anyone who suspects their prior CPA left money on the table
- New clients who want proof before a larger engagement
- Buyers and sellers who need clean historical numbers
Every engagement starts with a free consultation of up to 60 minutes with Brent. Quotes and initial consults are free; deeper assessments are scoped and priced on that call.
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Free consultation, up to 60 minutes
Talk through books audit with Brent.
Up to 60 minutes, no charge, and you leave knowing exactly what it would take.