A PERSONAL REVIEW
DID YOU MISS A DEDUCTION OR CREDIT?
Padua Financial Services can review a minimum of two years of filed tax returns with you to look for eligible deductions, credits and planning opportunities that may have been overlooked.
START WITH AN INTERVIEW & CONSULTATION
We begin with your household, work, business and major life changes. Then we compare your filed returns with supporting records and the rules for each tax year. Any possible correction must be supported by documentation and reviewed for eligibility.
WHAT TO HAVE READY
At least your two most recent filed federal and applicable state returns, income forms, relevant expense records and any IRS or state notices. We will arrange secure document delivery after the interview; do not upload or email tax returns, Social Security numbers or IRS notices through this website.
WHAT TO EXPECT
A discussion of potential missed items, questions that need more records and whether an amended return should be considered. Reviewing a return does not guarantee a refund, savings or that an amendment is appropriate. Filing deadlines and fees will be discussed before additional work.
The first 15 minutes are complimentary. Advisory consultation is $285 per hour; we confirm the scope and fee before paid work begins.
Request a tax-review interviewHIGH-INCOME EARNERS: PLAN WITH THE FACTS
Get educational ideas for legally managing taxes, then review what applies to your income, business and goals in a personal consultation.
Choose high-income tax updates