Overview of Advanced Tax Review Strategy
BrightAdvisor® will review your previous three years tax returns. The objective is to look for missed opportunities, missed tax deductions, missed credits, or other loopholes that will generate a refund if the tax return is refiled.
How it Works
You schedule a Tax Savings & Loophole Review with BrightAdvisor®. In your meeting, a BrightAdvisor® Certified Tax Advisor will review your current situation. If it looks like this service will be of benefit to you, then your BrightAdvisor® will refer you to one of our contracted CPAs to complete a detailed review of your prior 3 years taxes.
If there are opportunities to generate a refund, then your BrightAdvisor® referred CPA will prepare and refile the return(s) in question.
The CPA charges 15% of the refund generated if they are able to find a refund. If they are not able to find you a refund, then there is no charge for the service to review your returns.
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TAX STRATEGY & LOOP HOLE REVIEW
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