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Diego Vargas

Where can I find an affordable review of my 2022 tax returns to ensure I didn't miss any deductions?

I filed my 2022 taxes using TurboTax but have this nagging feeling I might have missed out on some deductions or credits. After going back through everything, I noticed a few areas where I might have left money on the table. I'm wondering if there's a service that can review my already filed 2022 tax return without breaking the bank? I reached out to a CPA in my area and they quoted me approximately $1,350 for a review service! That seems really steep considering I'm just looking for someone to check if I missed anything obvious. Has anyone used a more affordable tax review service? Or are there any other options besides expensive CPAs that could help make sure my 2022 return was filed correctly? Any suggestions would be super helpful!

Looking at a previously filed return is definitely something that can be worthwhile! CPAs do offer this service, but prices vary widely depending on the complexity of your return and your location. That $1,350 quote seems on the higher end for just a review. Some more budget-friendly options to consider: enrolled agents (EAs) often charge less than CPAs but are still qualified tax professionals. Many tax preparation chains like H&R Block or Jackson Hewitt offer "second look" services, typically in the $100-300 range. Also check with local accounting schools - sometimes they have student clinics supervised by professors that can review returns for free or minimal cost. The most important thing is finding someone who can identify potential amendments worth filing. Remember, you generally have 3 years from the filing date to amend a return, so for 2022 you still have plenty of time.

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Thanks for the suggestions! Do you think it's worth paying for a review if my return was fairly straightforward - W2 income, standard deduction, but with some investment accounts and a small side business? Also, is there a certain qualification I should look for if I don't go with a CPA?

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With investment accounts and a side business, it's definitely worth having someone take a look. Those are exactly the areas where deductions and credits are commonly missed, especially business expenses and investment loss harvesting opportunities. For qualifications, look for an Enrolled Agent (EA) - they're federally licensed tax practitioners who can represent taxpayers before the IRS. They often specialize in tax preparation and typically charge less than CPAs while still having extensive tax knowledge.

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I was in almost the exact same situation last year! I used TurboTax for my 2021 return and later realized I might have missed some deductions related to my freelance work. After getting quoted ridiculous prices from local CPAs, I found https://taxr.ai which was a total game-changer. I uploaded my return and it analyzed everything using AI to identify potential missed deductions and credits. The system flagged several business expenses I hadn't properly categorized and a retirement contribution credit I completely missed. Ended up filing an amended return and got back almost $800! Way better than paying some CPA $1000+ just to look things over.

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How long did the analysis take? I'm wondering if this is something that gives you immediate feedback or if you have to wait days for results?

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Sounds interesting but I'm always skeptical about these AI tax tools. How accurate was it really? Did it catch anything complex or just obvious stuff you could have found by googling?

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The initial analysis took just minutes after uploading my documents. The system gave me immediate feedback on the obvious items, then provided a more detailed report within about an hour covering everything. As for accuracy, I was pretty skeptical too initially. It actually caught some non-obvious things like how I had incorrectly calculated my home office deduction and missed some eligible business travel expenses. It also identified a specific retirement credit based on my income level that I didn't even know existed. The recommendations came with specific IRS references, which gave me confidence they were legit.

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Just wanted to update after trying https://taxr.ai that someone recommended above. Holy crap, I'm kicking myself for not doing this sooner! Uploaded my 2022 return from TurboTax and it found over $1,200 in missed deductions! Turns out I totally screwed up how I was handling my HSA contributions and missed a whole section of business expenses for my side gig. The interface walked me through exactly what forms I needed to amend and even explained the tax rules so I actually understood what I was doing wrong. Seriously worth it compared to the $1,500+ quote I got from a local accountant. Already filed my amendment and tracking my refund now. Wish I'd known about this for my previous returns too!

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Another option worth considering is using Claimyr to get direct help from the IRS. I needed clarification on some deductions I might have missed on my return and tried calling the IRS directly - was on hold for HOURS with no luck. Then I found https://claimyr.com which got me connected to an actual IRS agent in under 45 minutes (there's a demo video at https://youtu.be/_kiP6q8DX5c showing how it works). The agent was able to pull up my return and confirm exactly what I could amend and how to document everything properly. It was super helpful to get official guidance straight from the source rather than trying to interpret all the tax rules myself or paying someone else to do it.

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How does this actually work? I thought it was impossible to get through to the IRS without waiting for ages. Are they just calling on your behalf or what?

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Yeah right. I find it hard to believe any service can magically get through to the IRS when millions of people can't. Sounds like a scam to get people's personal info. I'll stick to waiting on hold for 3 hours like everyone else.

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It's not magic - they use technology that continually redials and navigates the IRS phone tree until there's an available agent. When an agent is reached, you get a call connecting you directly to them. They don't access any of your tax info - they just handle the tedious waiting process. The system works because they're essentially doing what you'd do manually (calling repeatedly and navigating the phone tree) but automated. I was skeptical too, but it saved me hours of sitting on hold, and I got exactly the information I needed about what I could legitimately claim on my amended return.

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I have to eat my words about Claimyr from my comment above. After my frustration boiled over from spending THREE SEPARATE DAYS trying to reach the IRS about my missed deductions, I broke down and tried it. Got connected to an IRS rep in about 35 minutes who confirmed I could amend my return to claim a missed education credit worth $1500. The agent even sent me the exact forms I needed to submit. I still think it's ridiculous that we need services like this to talk to a government agency we fund with our taxes, but it definitely works and saved me days of frustration. Still planning to file my amendment this weekend with the info I got.

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Another option nobody's mentioned - most tax software has an "audit defense" or review service you can add on. I used TurboTax too and added their MAX service which includes a review by a tax pro. It was like $60 extra when I filed, but they'll also help if you get audited. If you didn't add it when filing, check if they offer it as a standalone service now.

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Did you actually use the review service with TurboTax MAX? I'm wondering if they just glance over everything quickly or if they actually do a thorough job looking for missed deductions and credits?

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I did use it, but honestly was a bit disappointed. The "review" seemed pretty superficial - they mostly just verified that I had documentation for everything I claimed rather than proactively looking for things I might have missed. For basic returns it's probably fine, but if you have investments, self-employment income, or other complex situations like it sounds like you do, you'd likely benefit from a more thorough review by someone who's looking specifically for missed opportunities.

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Just wanna throw out there - be careful about amending returns just to claim small additional deductions. If the difference is only gonna save you like $100 in taxes, it might not be worth the hassle or potential audit risk. I amended my 2021 return for about $850 in missed business deductions and my refund took FOREVER to process. Plus I've heard amended returns get extra scrutiny. Just make sure whatever you find is worth the extra paperwork.

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Good point. Do amended returns really trigger audits more often? I'm finding conflicting info online about this.

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