When Does It make Sense To Have A Pro Review Your Taxes

Over the past several years, we’ve seen a boom in tax software companies offering tax return review or 'second look' promotions.

These 'Second Look' tax return review programs allow filers to have a tax professional examine their tax return before it's submitted.

While these programs could be useful in some cases, they're often just marketing gimmicks designed to get nervous filers to pay more. Here’s what you need to know about them.

Side Note: Many CPAs and CFPs will offer a review of past tax returns when onboarding new clients. This is a great time to have a conversation about past taxes and finances, as well as potentially catch things missed. This is different than the traditional marketing you may be seeing during tax season of a "second look".