Prior-Year Catch-Up
File outstanding years and negotiate payment plans before penalties escalate.
Amended Returns
Brooklyn amended returns with documented proof
Fix missed forms, incorrect credits, and late arriving documents with clean workpapers and status updates.
- Transcript reconciliation with IRS and NYS data
- Itemised explanation statements for every adjustment
- Secure archive of amended filings and mailing proofs
What you get
- Complete preparation of Form 1040X for federal amended returns
- New York State amended return preparation (Form IT-201X)
- NYC amended return preparation when applicable
- Comprehensive change summaries explaining each adjustment
- Tax impact calculations showing additional tax due or refund amount
- +9 more included items
Simple process
1Transcript review and discrepancy identification
2Change analysis and documentation
3Amended return preparation
+4 more steps
Brooklyn-based CPA
Secure document exchange, same-day acknowledgement, and direct access to your tax preparer.
Comprehensive tax preparation for Brooklyn residents
We compare IRS and state transcripts with your prior filings to identify discrepancies before drafting amended returns. Our CPAs review your original tax return and compare it line by line with IRS and New York State transcripts. We identify differences in income, deductions, credits, and tax calculations. We explain each discrepancy in plain language and determine whether an amended return is needed or if the issue can be resolved through correspondence.
Detailed change summaries explain the tax impact and provide instructions for any additional payments or expected refunds. We prepare Form 1040X for federal returns and the corresponding state amended return forms. We create comprehensive change summaries showing what was wrong, what is correct, and the tax impact of each change. We calculate whether you owe additional tax or are entitled to a refund, including interest calculations.
We monitor acknowledgement notices and help you respond quickly if agencies request substantiation. We track the status of your amended returns through the IRS and state processing systems. We receive acknowledgement notices confirming receipt and monitor processing timelines. If agencies request additional documentation, we gather the necessary records and prepare responses promptly. We also coordinate payment arrangements if additional tax is due.
We maintain organized workpapers documenting all changes and supporting documentation. Every amended return includes detailed workpapers showing why each change was made and how it was calculated. We archive all supporting documents in our secure portal and remain available to answer questions from tax agencies. We also coordinate with your prior tax preparer if needed to understand the original return preparation.
What's included
- Complete preparation of Form 1040X for federal amended returns
- New York State amended return preparation (Form IT-201X)
- NYC amended return preparation when applicable
- Comprehensive change summaries explaining each adjustment
- Tax impact calculations showing additional tax due or refund amount
- Interest calculations for underpayments or overpayments
- Transcript reconciliation comparing original returns with IRS and state records
- Detailed workpapers documenting all changes and supporting documentation
- Tracking of amended return status through IRS and state processing systems
- Response support for agency requests for additional documentation
- Secure archive of amended returns and supporting documents
- Coordination with prior tax preparers to understand original return preparation
- Payment plan coordination if additional tax is due
- Post-filing support for questions from tax agencies
Typical scenarios we handle
- Brooklyn taxpayers who received late-arriving 1099 forms or K-1 statements after filing
- Taxpayers who discovered missed deductions or credits that could reduce their tax liability
- Individuals who received corrected Forms 1099 or W-2 after filing original returns
- Taxpayers who made errors in reporting income, deductions, or credits on original returns
- Brooklyn residents who received IRS or state notices indicating errors in original returns
- Taxpayers who need to amend returns due to changes in filing status or dependents
- Individuals who need to correct state tax calculations after discovering errors
- Taxpayers who received audit adjustments and need to file amended returns
- Brooklyn residents who need to amend returns to claim refunds or correct overpayments
- Taxpayers who need to amend multiple years of returns due to systematic errors
How we prepare your return
1
Transcript review and discrepancy identification
We obtain IRS and state transcripts and compare them with your original tax returns. We identify discrepancies in income, deductions, credits, and tax calculations. We explain each discrepancy and determine whether an amended return is needed.
2
Change analysis and documentation
We analyze each change needed and gather supporting documentation. We prepare detailed workpapers showing why each change was made and how it was calculated. We document all supporting evidence.
3
Amended return preparation
We prepare Form 1040X for federal returns and corresponding state amended return forms. We create comprehensive change summaries showing what was wrong, what is correct, and the tax impact of each change.
4
Tax impact calculations
We calculate the tax impact of all changes, including additional tax due or refund amount. We calculate interest on underpayments or overpayments and provide clear explanations of amounts owed or refunded.
5
Review and approval
We provide you with the amended returns and change summaries for review. We answer any questions and ensure you understand all changes before filing.
6
Filing and tracking
We file the amended returns and track their status through IRS and state processing systems. We monitor for acknowledgement notices and handle any rejections or requests for additional information.
7
Post-filing support
We remain available to answer questions from tax agencies and provide audit support. We coordinate payment arrangements if additional tax is due and help you understand refund timelines.
Brooklyn and New York City considerations
- We ensure New York City amended returns are prepared correctly when city tax adjustments are needed
- We coordinate with NYC Department of Finance on amended return processing and notices
- We handle Brooklyn-specific tax issues including city credits and deductions that may need correction
- We understand New York State and NYC amended return processing timelines and requirements
- We coordinate amended returns for Brooklyn residents who moved during the tax year
- We handle NYC property tax adjustments that may affect amended returns
- We ensure compliance with New York State and NYC amended return filing requirements
Frequently asked questions
How long do amended refunds take in Brooklyn?
IRS processing averages eight to twelve weeks for amended returns resulting in refunds. New York State responses usually follow within four additional weeks. NYC amended returns may take additional time depending on the complexity of changes. We track the status of your amended returns and notify you when processing is complete.
Can you amend returns prepared by another firm?
Yes. We review the prior work, explain the corrections, and deliver updated copies for your records. We coordinate with prior preparers if needed to understand the original return preparation and ensure all changes are properly documented.
Will amended returns trigger an audit?
Amended filings can be selected for review, but most amendments are processed without audit. We maintain organized workpapers and remain available to respond if agencies ask questions. We document all changes thoroughly to minimize audit risk.
How do you calculate interest on amended returns?
Interest is calculated from the original due date until the amended return is processed. If you owe additional tax, interest will be charged. If you're due a refund, interest will be paid. We calculate interest amounts and explain them clearly in our change summaries.
What if I need to amend multiple years?
We prepare amended returns for all years that need correction, starting with the most recent year. We coordinate the filing strategy to minimize interest and penalties and ensure all returns are properly connected.
How do you handle IRS notices related to amended returns?
We review all notices related to amended returns and help you respond. Most notices are routine requests for additional documentation or clarification. We gather necessary records and prepare responses promptly.
Can you help if I need to pay additional tax from an amended return?
Yes. We coordinate payment arrangements including installment agreements if needed. We help you understand your payment options and ensure payments are made timely to minimize penalties and interest.
What documentation do you need to prepare an amended return?
We need your original tax return, IRS and state transcripts, and any new or corrected documents that support the changes. We also need supporting documentation for any deductions or credits being added or corrected.
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