Return Review for Tax Pros + EROs

Peace of mind before you e-file.

A monthly return review service designed to help you file with confidence. We review your returns, catch issues before submission, and provide clear, actionable feedback. Your files are stored securely, giving you an added layer of organization and protection.

What you get:

  • Quality control before filing so costly mistakes don’t slip through
  • Actionable feedback to strengthen accuracy and consistency
  • Secure file storage for organization and audit readiness
  • Less stress during peak season, knowing a second set of eyes reviewed your work

Built for tax pros who want cleaner returns, stronger processes, and fewer headaches.

Tax professional working
🧾

Return Review

Each return is carefully reviewed for common errors, missing information, and inconsistencies before it’s filed.

🧠

Clear, Actionable Feedback

You receive straightforward notes explaining what to fix, why it matters, and how to improve future returns.

🔒

Secure File Storage

All reviewed returns are stored securely, giving you a reliable secondary file system for organization and audit readiness.

Individual Returns

$50 per month

Includes 1040

  • Review of 1040 returns
  • Notes and corrections list
  • Secure file storage
  • Peace of mind before e-file

Important Disclaimer

This service provides a quality review and feedback to support accuracy and consistency. Final responsibility for the return, supporting documentation, and e-filing decisions remains with the filing tax professional/ERO. This is not legal advice and does not replace your own due diligence.

FAQ

Quick answers to the most common questions.

What does a return review include? +
We review the return for common errors, missing information, inconsistencies, and items that typically trigger notices. You’ll receive clear notes on what to fix and why it matters.
Do you e-file or file the returns for us? +
No. We do not e-file on your behalf. This is a review and feedback service. You remain the filing party and make the final decisions before submission.
How do we submit returns for review? +
You’ll upload returns and supporting documents to our secure portal. Once submitted, we review and return feedback inside the same secure workflow.
How fast is the turnaround time? +
Typical turnaround is 3-5 days, depending on volume and complexity. During peak season, turnaround times may be slightly longer.
What return types are covered? +
The Individual plan includes 1040 returns. The Individual + Business plan includes 1040, 1065, 1120, and 1120S returns.
Is file storage included? +
Yes. Your reviewed files are stored securely and can serve as a secondary file system for organization and audit readiness.