The Tax Return Diagnostic

Why a second opinion

A good doctor doesn't guess from the hallway

Most returns are mostly right. The money is in the parts that aren't: a credit nobody claimed, an election nobody made, a form that should have been attached. You can't see those from the summary page, and neither can we, so we read the whole return and put what we find in writing.

The usual way

"Can you take a quick look?"

✕A glance at the first two pageson a call
✕The schedules and slips behind themnever opened
✕Both countries' rules checkedrarely
✕Anything in writingno
✕How it ends"looks fine"

"Looks fine" is the most expensive sentence in tax.

Advice you own

The Tax Return Diagnostic

Your return, actually read

✓Every line, schedule and slip read by a dual-licensed CPAevery page
✓US and Canadian rules, both checkedalways
✓What was missed, in dollarsin writing
✓Whether amending pays, and the deadlineyours to keep
✓How it endsa 20-min results call

The memo is yours either way. Take it back to your preparer if you like.

What you get

A second-opinion memo, not a shrug

Written for you, in plain language, by the CPA who read your return. Where a number appears, it comes from your own filing.

✓What was filed correctlyNamed, so you can stop worrying about it.
✓What was missed or overclaimed, in dollarsCredits, deductions, elections, forms that should have been attached.
✓Whether amending pays, and by whenWith the price of doing it, so the decision is easy either way.
✓What to do differently next yearThe short list that actually moves the number.
✓A 20-minute call with Yarik to walk through itIncluded.

Get my second opinion

$195, credited in full when you engage us.

Second-Opinion MemoBlue Cloud CPA · prepared for you

What this is worth to you
The return is right on the income side. The foreign tax credit was left unclaimed on one slip, and that is real money, recoverable by amendment.

The one with a clock on it
An amended return for that year can still be filed. The window closes next spring, so this is worth doing this season, not next.

✓Reviewed by a licensed CPA

$$195 credited in full

How it works

Three to four business days after you upload the return, usually faster

Tax Return DiagnosticStripe

Written second-opinion memoincl.

20-minute results callincl.

Today$195

$Credited in full

1. Buy, then upload the return

Secure checkout in a minute. Then upload the return you filed and the slips behind it, plus a short questionnaire. Ten minutes, usually.

Your CPA

Yarik Yarosh, CPA

✓Within 2 business days

2. Yarik reads every line

He reviews the return within 2 business days and follows up if anything's unclear. Every second opinion is his work, personally.

Second-Opinion MemoPDF

What was rightp. 1

What was missedp. 2

Amend, or notp. 3

✓Results call included

3. Your memo, then the call

The memo lands within 2 more business days, 3 to 4 after you upload the return. Then we book your 20-minute results call and walk through it together.

Our guarantee

What you can count on, in writing

If the memo doesn't tell you what was missed, what it's worth, and whether fixing it pays, tell us and we'll refund the $195. No forms, no argument.

Three answers, or your money backYou tell us it didn't deliver, we refund it. That's the whole process.
The credit never expiresAmend with us next week or file next year's return with us, the full $195 comes off the bill either way.
The memo is yoursNo meeting where we pressure you. Amend with us, take it back to your preparer, or file it away knowing you're fine.

The Diagnostic GuaranteeBlue Cloud CPA

Clause 1. What was missed, what it's worth, and whether fixing it pays, in writing, or the $195 is refunded.

Clause 2. The $195 is credited in full against any engagement, with no expiry.

Questions people ask first

Before you decide

Which returns can you review?

US individual returns (Form 1040) and Canadian personal returns (T1), for any year that can still be amended. Business returns too, if you ask first on the fit call. If your situation straddles both countries, the Cross-Border Diagnostic is usually the better tool, and we'll say so before you pay.

Will you tell me if it was fine?

Yes, and in writing. A memo that says "your return was done right, here are the two things to watch next year" is a good outcome, and about a third of them read that way. You paid for the answer, not for bad news.

Does my preparer find out?

No. Nothing leaves our portal. What you do with the memo is your call, and taking it back to your preparer is a perfectly good use of it.

Will you push me to amend?

Only when the numbers say so. The memo puts a dollar figure on what was missed and a price on fixing it. If fixing costs more than it recovers, the memo says leave it alone.

How fast do I get it?

Three to four business days after you finish the questions, and we're usually faster. That's business days, not calendar days. If we're traveling or backed up, the current turnaround is shown right above the buy button.

Is my information safe?

Payment runs through Stripe, we never see your card. The return goes through our secure client portal, the same one our tax clients use.

Get the second opinion

Buy it, upload the return, and three to four business days later you'll know in writing whether it was done right and what it's worth to fix.

✓A written second-opinion memo from a dual-licensed CPA
✓What was missed, in dollars, and whether amending pays
✓A 20-minute results call, included
✓$195 credited in full when you engage us

Written by the CPA, not a juniorEvery second opinion is Yarik Yarosh's own work. Licensed in the US (Florida, AC61704) and in Canada.

Dual-licensed US & CanadaFixed priceNo pitch

$195USD

Credited in full toward the work. No deadline.

Get my second opinion

✓Secure Stripe checkout, we never see your card
✓Your return goes through our secure portal
✓Three answers or your money back

Not sure it fits your return? Book a 15-minute fit call