Amending Prior Year Returns

Procedures for Having Prior Years’ Tax Returns Reviewed for Possible Amendments

I will fulfill all of your income tax services from my office. Documentation relating to audit notices is the only paperwork should be sent to the Corporate Office.

The review of past tax years’ returns is a service offered by ATPN members to IMAs. IMAs that have operated home businesses in years prior to joining us have benefitted from this service. The Tax People require a $33.00 per tax year deposit towards the review of one or more past year’s returns (i.e., to review three returns, the affiliate will need a $99 deposit). Please make your check payable to Becker's Tax Service.

If, after reviewing your Tax Return, I determine that you will likely be due a refund, I will prepare the amended return(s) for you and apply any deposit toward the final preparation cost. If it appears likely that you will NOT be due a refund, your deposit check will be returned to you, as no amended return will be prepared. I encourage you to discuss all fees before authorizing any tax return preparation work.

Before making an appointment with my office, you must complete the following steps so that I can amend your past tax returns:

Complete a Tax Organizer for each tax year you want reviewed by my office. Plainly mark the appropriate tax year, in large numbers, on the front of each Organizer.
In the Tax Organizer, record all information that will help me complete a thorough review of your return(s). Include only information for one year in each Organizer.

Make a photocopy of the completed Tax Organizers for your records, as well as photocopies of any documentation or records that you give to an affiliate. Do Not Send Originals. Have your originals in hand when discussing your records with me. This will improve communication and expedite the process, saving everyone time and money.

Preparation of New Returns