Tax Discovery a second look, done right.
For owners and individuals who want a careful, independent review of past filings and the records behind them.
Tax discovery is a structured review of your prior and current returns alongside the records that support them. TreeStar looks for missed opportunities, positions that may carry risk, and inconsistencies between the books and what was filed. Common findings include depreciation that was never claimed, inventory methods that do not match operations, owner activity reported inconsistently, or filings that were skipped. You receive a clear summary of what we found and what we recommend. Where it is appropriate and the rules allow, that may include preparing amended returns or correcting procedures going forward.
How we help
Prior and current federal and state returns reviewed for accuracy, consistency, and completeness.
Returns compared against the general ledger, fixed asset records, and owner schedules.
Findings organized by potential benefit, potential exposure, and items that simply need cleanup.
Practical next steps, which may include amended returns where appropriate.
Process and bookkeeping changes so the same issues do not recur.
Every engagement starts with a written scope, so you know exactly what we will handle for you before any work begins.
How it works
- 01 Gather
You share prior returns and supporting records through TaxDome.
- 02 Examine
We review filings against the books and the rules that apply.
- 03 Report
We present findings and recommendations in plain English.
- 04 Resolve
We help carry out the steps you choose, from amendments to process changes.
What you can expect
A clear view of how past filings hold up
A prioritized list of opportunities and risks
A plan to correct course where needed
Common questions
Will a review lead to amended returns?
Not always. Some findings are best handled going forward. Where an amendment is appropriate and the rules allow, we will explain the options and timing.
How many years do you review?
It depends on your situation and what records are available. We agree on the scope before the review begins.