✅ Refund Recovered Through Amendment
One client was denied a refund and assumed they owed the IRS. After a detailed review,
we filed an amendment and discovered they were actually due money back. The relief on
their face was unforgettable—what felt like debt became a financial breakthrough.
✅ IRS Balance Cut by Over Half
Another client was told they owed a large IRS balance. After interviewing them and
reviewing their records, we uncovered several missed write-offs. We corrected the return—
and reduced their liability by more than 50%.
✅ Credit Recovered After Dependent Confusion
A client thought she could no longer claim her 21-year-old daughter because she had a
part-time job. We confirmed the daughter was a full-time student living at home and still
qualified as a dependent. We added the Other Dependent Credit and increased her refund.