Correcting a filed return
Tax Amendments
A return that has already been filed can still be corrected — including one prepared somewhere else. We review what was filed, identify what should change, and prepare the amendment.
What this covers
Amendments come up when a late document arrives, when income or a deduction was missed, when filing status or dependents were claimed incorrectly, or when a preparer made an error that has since come to light.
We start by reading the return as filed against your source documents, so the amendment is grounded in what actually changed rather than a fresh guess at the year. You will see the before-and-after position before anything is submitted.
Where the correction affects more than one year, or affects both an entity and its owners, we prepare the related filings together so they stay consistent.
Amended returns are typically processed more slowly than original returns. We will set expectations on timing at the point you sign.
What to gather
- A copy of the return as originally filed
- The document or information that prompted the correction
- Any related notice from the IRS or a state agency
- Supporting records for the amended figures
Step 1
Review as filed
We read the filed return against your documents and confirm exactly what should change.
Step 2
Prepare the amendment
The amended return is prepared with its supporting documentation and reviewed before signature.
Step 3
Submit and follow
The amendment is submitted and tracked, and we tell you what to expect while it is processed.
Also available
Other ways we can help.
Individual Tax Preparation
Federal and state returns prepared, reviewed and e-filed for individuals and families.
Business Tax Services
Returns and year-round support for sole proprietors, partnerships, S corporations and corporations.
Prior-Year Returns
Unfiled years reconstructed from transcripts and brought back into compliance.
Ready to get your return moving?
Tell us about your situation and we will confirm what needs to be filed and what to gather first.