Have You Ever Wondered…

• Did I pay more tax than I should have?
• Were all available deductions claimed?
• Did I qualify for tax credits that were overlooked?
• Could I have received a larger refund?
• Would another tax professional have prepared my return differently?
• Am I running out of time to claim a refund that may be available?

If you’ve ever asked yourself any of these questions, you’re not alone.

Many taxpayers never seek a second opinion because they assume nothing can be done once a return has been filed.

That assumption can be expensive.

Commonly Overlooked Deductions & Tax Credits

Our review may help identify opportunities involving:

Business & Self-Employment

✅ Business Mileage
✅ Home Office Expenses
✅ Self-Employed Health Insurance
✅ Vehicle Expenses Related To Business Use
✅ Professional Education & Training Expenses
✅ Business Equipment, Computers & Software

Family & Education

✅ Child Tax Credit
✅ Child & Dependent Care Credit
✅ Education Credits
✅ College Tuition Benefits
✅ Dependent-Related Tax Benefits

Investments & Real Estate

✅ Rental Property Expenses
✅ Rental Property Depreciation
✅ Investment Loss Carryforwards
✅ Real Estate Transactions

Personal Tax Benefits

✅ Charitable Contributions
✅ Medical Expenses
✅ Retirement Contribution Opportunities
✅ Energy-Efficient Home Improvement Credits
✅ Electric Vehicle Tax Credits
✅ Filing Status Opportunities
✅ Tax Benefits Related To Marriage, Divorce, Children, Retirement, Or Other Major Life Changes

What Could A Second Look Be Worth?

Every taxpayer’s situation is unique, but consider these examples:

Example #1

A self-employed taxpayer forgot to claim approximately 12,000 business miles.

Potential Result: Additional refund of approximately $1,500 to $3,000.

Example #2

A family qualified for education and dependent-care tax credits that were not previously claimed.

Potential Result: Additional refund of approximately $2,000 to $4,500.

Example #3

A business owner missed several legitimate business deductions, including home office expenses and software subscriptions.

Potential Result: Tax savings and refunds totaling several thousand dollars.

Example #4

A taxpayer overlooked multiple opportunities over three consecutive years.

Potential Result: Combined refund opportunities exceeding $5,000 to $10,000+.

Sometimes the opportunity is small.

Sometimes it is significant.

You Won’t Know Unless Someone Takes A Second Look.

💡 A SECOND OPINION COULD BE WORTH MORE THAN YOU THINK

Many taxpayers believe their returns were prepared correctly and may still qualify for additional deductions, credits, refund opportunities, or tax-saving strategies.

Sometimes we find nothing.

Sometimes we identify opportunities worth hundreds or even thousands of dollars.

There Is Only One Way To Know.

Upload Up To 3 Prior Year Tax Returns And Let MK&A Take A Second Look.

Why Timing Matters

Many taxpayers are unaware that refund rights are not unlimited.

Generally, taxpayers must claim refunds within IRS-prescribed deadlines. For many taxpayers, this means approximately three years from the original filing deadline of the return.

Example

2023 Tax Return

Original Filing Deadline: April 15, 2024

Potential Refund Claim Deadline: Approximately April 15, 2027

If a taxpayer discovers that they missed a deduction, credit, or other tax benefit after the applicable deadline has expired, the opportunity to claim the associated refund may be permanently lost.

Don’t Wait Until It’s Too Late

If there is an opportunity available, finding it sooner is almost always better than finding it after the deadline has passed.

How The FREE Review Works

Step 1: Upload Your Returns

Securely upload up to three prior year federal and state tax returns.

Step 2: Tell Us What You Would Like Reviewed

Select from a list of common deductions, credits, and tax-saving opportunities or tell us about any questions or concerns you have about each return.

Step 3: Professional Review

Our tax professionals will perform an initial review of the returns and information submitted.

Step 4: Follow-Up Discussion

If we identify opportunities that may warrant further discussion, we’ll contact you to review our observations and discuss possible next steps.

Why Not Find Out?

✅ The Review Is FREE
✅ There Is No Obligation
✅ It Takes Only A Few Minutes
✅ You May Gain Valuable Peace Of Mind
✅ You May Discover Opportunities You Never Knew Existed
✅ You May Still Have Time To Act Before Important Refund Deadlines Expire

Three Questions Worth Asking

Did You Pay More Tax Than Necessary?

Were All Available Deductions And Credits Claimed?

Could One Or More Prior Year Tax Returns Benefit From A Second Look?

The Review Is FREE.

The Potential Benefit Could Be Significant.

The Opportunity May Not Last Forever.

Request Your FREE 3-Year Tax Return Review Today

Privacy & Security Commitment

Your privacy is important to us.

Tax returns and supporting documents submitted through our secure upload system are used solely for the purpose of conducting the requested complimentary review.

MK&A does not sell or disclose your personal information to unaffiliated third parties for marketing purposes.

Information submitted will be accessed only by authorized personnel and service providers as necessary to evaluate your request, conduct the review process, and communicate with you regarding the review.

While reasonable administrative, technical, and physical safeguards are employed to protect confidential information, no electronic transmission or storage system can be guaranteed to be completely secure.

Important Disclosure

The FREE Tax Return Review is a limited preliminary review intended solely to identify potential tax-saving opportunities, deductions, credits, refund opportunities, filing issues, planning considerations, or other matters that may warrant further discussion.

Submission of information does not create a client relationship, engagement agreement, fiduciary relationship, or professional services arrangement with MK&A.

Any comments, observations, illustrations, examples, calculations, estimates, or recommendations provided as part of the review are preliminary in nature and should not be relied upon as tax, legal, accounting, financial, or investment advice.

Additional information, supporting documentation, interviews, verification, and analysis may be required before any conclusions can be reached.

Examples appearing on this page are hypothetical and provided solely for illustrative purposes. Actual results vary based upon the taxpayer’s individual facts, documentation, eligibility requirements, and applicable tax laws.

MK&A makes no representation or guarantee that any refund, deduction, credit, tax savings, amendment opportunity, or other tax benefit exists for any taxpayer.

Federal and state refund claims, amended returns, statutes of limitation, and filing deadlines are governed by applicable laws and regulations and may vary by taxpayer and circumstance.

Certain exceptions to normal refund deadlines may apply, including situations involving federally declared disasters, military service in designated combat zones, certain bad debt deductions, certain worthless securities claims, and other circumstances recognized by law.

Any amended return, refund claim, deduction, credit, or tax position remains subject to review, examination, adjustment, acceptance, or rejection by the IRS and/or applicable state taxing authorities.

By requesting a FREE review, you acknowledge and agree to these terms and disclosures.