Are you leaving more money with the IRS then you need to?

Let our Tax Advisors provide a 2-year review of your tax returns and see if you overpaid or missed opportunities to reduce your tax bill.

Our Tax Advisors are some of the most experienced in the industry and will work hard to find the money to put back in your wallet.

Poor Tax Preparation Could Be Costing You Nearly $1,000 Per Year!

Before 2011 there were no requirements for tax preparers when it came to specific education or certifications before they could offer tax preparation services (The IRS began regulating in 2011). This is why there are so many unqualified tax preparers running around causing havoc with people by telling them what they want to hear when it comes to deductions and leaving them open to audits and fines.

Some are even so incompetent that they miscalculate the other way and end up preventing their clients from receiving the level of tax refund that they are entitled to.

This year the IRS is sitting on over one billion dollars in unclaimed tax refunds for taxpayers across the country. In Nevada alone, the taxpayers are owed $13,381,000, and it is already clear that a lot of these funds may never be claimed.

The cause of this is not some insidious power play by the IRS; the blame lies squarely with the person that prepared the tax return. The IRS is simply pointing out $1,009,905,000 worth of tax preparation mistakes. Some mistakes are being made by people trying to do their taxes, but an alarming amount of blame falls into the lap of “professional” tax preparation firms who do not understand the nuances of tax law and therefore cost their clients thousands of dollars every year, in lost rebates, increased fines and time-expensive audits.

Due to the incompetence of the majority of tax preparation companies, the average US taxpayer is $927.37 out of pocket. Imagine if for the last ten years your taxes were prepared by a company that, quite frankly, didn’t know what they were doing. By today, you would have lost, on average, $9,273.70 without even realizing it. moreover, that’s the true problem – the majority of taxpayers were not even aware that they were owed all this extra money because they simply put their faith in a tax preparation company without ensuring that they have the skills and experience to look after them properly.

As a client of Anderson’s Platinum membership, you will get a free two year tax review to see if your past preparer cost you money.

What you can expect with your two-year tax review when you’re a Platinum member

Even if your federal tax preparation was guaranteed by the preparer, it does not mean your return was guaranteed to save you as much money as possible. Anderson Advisors offers a two-year tax review to our clients. This helps us get a better understanding of our client’s situation, allows us to find missed deductions, and help them understand how entity structuring can help with tax reduction.

This complimentary service begins when you send us your last two years of filed 1040 returns. You will be assigned a client coordinator, and he or she will pair you with a tax preparer to review these returns and calculate any discrepancies. The goal is to find any overpayments, missed deductions, preparer errors, and opportunities for future tax savings.

If an error is found, you have the option of filing an amended return, which we are happy to prepare for you.

The most important part of this process is the greater understanding our clients have of their taxes and business structures at the end. Your tax advisor can explain to you how an entity could have affected your previous tax returns and how a business structure can impact your future tax returns.