Tax Review & Second Opinion
Not quite certain
your return is right?
A careful, respectful review of a return prepared elsewhere — or your own draft — to check it reads correctly, nothing has been missed, and the figures hold up.
What this service delivers
A clearer sense of where things stand
Whether an accountant prepared your return, a piece of software generated it, or you drafted it yourself — this service gives you a second, independent perspective on what's there. You receive clear written notes on what we found, what looks correct, and anything we'd suggest reconsidering. No obligation to act on any of it.
A thorough independent review
Every section of the return examined carefully — figures, deductions, categories, and overall accuracy.
Clear, written notes
You receive a written summary of what we found — what looks right, what we'd question, and any adjustments we'd suggest.
No pressure to switch
This review is independent. You take the notes away and decide what, if anything, to do with them. There's no expectation that you'll use Tallivue for anything further.
A common situation
That quiet feeling that something might be off
Most people who use this service aren't in crisis — they just have a nagging feeling. A return was filed by someone else and they never quite understood what was in it. Software generated a number and they're not sure the inputs were right. They drafted something themselves and want to know if it holds up before it goes in.
That kind of low-level uncertainty is surprisingly common, and it tends to sit there unresolved because there's no obvious way to get a straightforward answer. Asking the original preparer can feel uncomfortable. Re-doing the whole return feels excessive. A second opinion is the sensible middle ground.
Situations where a review tends to be useful:
- – A return was prepared by someone else and you'd like to understand what's in it
- – You used tax software and the result seemed higher or lower than expected
- – You prepared your own draft and want it checked before submitting
- – Your situation changed significantly this year and you're not sure it was handled correctly
- – You received a query or notice and want an independent perspective on the return it relates to
How we approach it
A careful read, without taking sides
The review is conducted independently — we're not looking to find fault for the sake of it, and we're not trying to win you as a long-term client. We go through the return as it stands, check the figures and categories against what's typically expected, look at whether deductions appear appropriate and complete, and note anything that merits a closer look.
The notes you receive are straightforward. Where something looks correct, we'll say so. Where something seems questionable or worth revisiting, we'll explain why in plain language — not in a way that creates alarm, but in a way that gives you the information to make a considered decision.
This service doesn't result in a filed return — it results in a clear picture of where the existing return stands, and what you might want to consider.
The process
How the review works
You reach out with a brief note
A short message explaining your situation — whose return it is, roughly when it was prepared, and what's prompting you to want a review. We'll confirm whether this service is appropriate.
You share the return and relevant documents
Send the return — whether it's a draft or a filed copy — along with any supporting documents that seem relevant. We'll let you know if we need anything else before starting.
We conduct the review
A careful read-through of the return — figures, deductions, categories, and overall structure — with notes made on anything that warrants attention.
You receive written notes and we talk through them
A clear written summary, followed by a conversation if you'd like to go through anything in more detail. You take the notes and decide what, if anything, to do next.
The investment
A straightforward, fixed fee
USD 190
Tax Review & Second Opinion
One fixed cost. Confirmed upfront. No additional charges for the notes, the conversation, or any follow-up questions once the review is complete.
Get startedWhat's included:
- ✓ Full review of your return or draft
- ✓ Written summary of findings — what's correct, what warrants a look
- ✓ Specific suggestions where applicable, explained in plain language
- ✓ A follow-up conversation to talk through the notes
- ✓ No obligation to switch providers or use any further service
- ✓ Post-review questions answered without additional charge
How we work
What makes this review worth having
A review is only useful if it's genuinely independent, clearly communicated, and conducted by someone who knows what to look for. Here's how we try to make sure this one is.
No vested interest in the outcome
We're not the ones who prepared the return, so we have no reason to defend it. The review is conducted independently and the notes reflect what we actually find.
Plain-language findings
The notes are written to be understood, not to impress. If something needs explaining, it gets explained. If something looks fine, we say so clearly and move on.
Proportionate and honest
We won't create concern where there isn't any. If the return looks broadly correct, that's what you'll hear. We're not looking to manufacture work.
A reasonable turnaround
Most reviews are completed within a few working days. If your situation is time-sensitive, mention it when you get in touch and we'll do what we can.
Our commitment
An honest review, with no strings attached
This service is designed to give you information and clarity — not to create a sales opportunity or pressure you into further services. The notes are yours. What you do with them is entirely up to you.
Written findings delivered regardless of what they show — positive or otherwise
No obligation to act on the suggestions, switch providers, or use any further service
Initial conversation to confirm this is the right service carries no obligation
Follow-up questions after the review answered at no extra cost
Getting started
What to have ready
You don't need to prepare anything elaborate before reaching out. A brief note about your situation is enough. We'll confirm whether this service fits and let you know what to send across.
Typically you'll send:
If the return hasn't been filed yet, let us know — that context helps us frame the review appropriately.
Tax Review & Second Opinion — USD 190
Want a careful read of your return?
Send a message with a brief overview of your situation. We'll confirm whether this is the right fit and take it from there — no pressure, no commitment.
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