Are you sure you got your maximum refund last year? What about the last three years? For one reason or another, you might not have claimed all the credits or deductions you deserve on a past-year tax return - and that can mean missing out on money you could put toward bills, building savings, or buying something nice.
The good news is that it's not too late to check those old returns again. With the Second Look tax return review, our trained professionals will review old returns that you or others prepared. The goal? To get you the refund you earned, fair and square.
You’re wondering - where might those dollars be hiding? Common mistakes we catch when we double check your tax return include:
If you are a student or are a student’s parent, are you sure you are taking full advantage of the American Opportunity Credit, the Lifetime Learning Credit and all available deductions for tuition? The rules are complicated, and errors are common.
Selecting your optimal filing status has a strong impact on the value of some credits and deductions. For some families, changing your filing status can make you eligible for a larger refund.
The Earned Income Tax Credit can mean thousands of extra dollars for working families. Qualification depends on rules regarding income, marital status, and family size – so it's a credit that's often missed. In fact, the IRS reports approximately 20% of taxpayers eligible to claim the EITC do not claim it on their return. And that's just not enough!