Income you didn't report
A late 1099-NEC, brokerage 1099-B, gambling W-2G or a second W-2 that arrived after you filed.
Tax amendments
Fix a return already filed.
An accepted return isn't the last word. If income was left off, a credit was missed or the filing status was wrong, an amended return (federal Form 1040-X, Georgia Form 500X) corrects it — whether we prepared the original or not.
You generally have three years from the original filing date, or two years from the date you paid the tax, to claim a refund on an amended return — so older years have a real deadline.
When an amendment makes sense
A credit or deduction you missed
Education credits, child and dependent care, EITC, energy improvements, or itemising when the standard deduction was taken.
Wrong filing status or dependants
Head of household filed as single, a dependant claimed on the wrong return, or a marriage or separation mid-year.
A corrected form from the issuer
Your employer or broker sent a corrected W-2c or 1099 after the original return was accepted.
Someone else prepared it
You had the return done elsewhere and the numbers don't look right. We review before we amend, and tell you plainly if no amendment is needed.
An IRS notice says the numbers don't match
A CP2000 is often answered with a response rather than a 1040-X — we'll tell you which one your notice calls for.
Simple math errors usually don't need an amendment — the IRS corrects those and writes to you. Bring us the letter and we'll tell you which situation you're in before you pay for anything.
How it runs
- 1
Send the return
Upload the original filed return and anything new through the secure portal below.
- 2
Review
We recompute the year and show you what changes — including whether amending is worth doing.
- 3
Prepare & sign
We prepare the 1040-X plus any Georgia Form 500X and walk you through it.
- 4
File & track
Most amendments e-file. IRS processing typically runs 8–16 weeks; we track it and tell you when it lands.
Send us the return that needs amending
Upload the originally filed return for the year in question, plus any corrected or late forms and any IRS or Georgia notice you received. Files go straight into the firm's encrypted vault — only your preparer can open them, and nothing is ever sent as an email attachment.
No appointment link? Start here
Send documents securely
Tell us who you are, then upload your paperwork. Files travel over an encrypted connection into a private vault only your preparer can open — never email attachments, never a public link.