You filed it. But did you leave money on the table?
Upload last year's return and get a structured second opinion — a line-by-line look that flags deductions, credits, and entries you may have overlooked, each with an estimated dollar impact. Not a promise of a refund. Just a clear list of what's worth a second look, so you can decide what to raise with your preparer.
Just $29. A professional second-opinion review runs $500–$1,500.
The review flags items with an estimated impact for you to discuss with your preparer — it doesn't promise a refund or file anything.
Filing a return and filing your best return are two different things.
Whether you filed yourself or paid someone, the return you signed reflects the deductions and credits that were caught — not necessarily every one you were entitled to. A structured second pass is the cheapest way to find out if there's a gap.
The items most often missed are the ones you weren't looking for.
Credits with income phase-outs, deductions tied to a life event, contributions you made after the year ended, a filing status that would have served you better — these are the things that slip past when you're trying to get it done. They're not mistakes so much as things that were never surfaced.
A structured review reads your actual return against the common miss-points and flags what's worth a closer look — with an estimated dollar figure so you can judge whether it's worth pursuing.
Illustrative. Findings and estimated impact are based on the return you upload.
A second opinion is worth having. It just usually isn't worth the price.
$500–$1,500 to have another professional re-examine a return — genuinely useful, but a steep bill to simply check whether anything was missed.
Often take a percentage of anything they find, and lead with promises. We charge a flat price, promise nothing, and hand the decision to you.
You can re-enter everything in tax software, but it starts from your inputs — it won’t question the ones you already got wrong.
Free, but the window to amend and recover a missed item is limited — and once it closes, the money is gone.
Checking whether you overpaid shouldn't cost more than the overpayment might.
Upload your return. We review the math. You decide what to raise.
A structured pass over the key sections of your return — income, deductions, credits, and filing status.
Deductions and credits the data suggests you could have qualified for, flagged for review.
A ballpark figure on each flagged item, so you can judge whether it’s worth pursuing.
Entries where the numbers don’t look consistent and may be worth a closer look.
A prioritized list you can take straight to a licensed tax professional.
What to set up differently next year so the same items aren’t missed twice.
Informational review only — not tax advice, and it does not file or amend anything. It flags considerations for you to discuss with a licensed tax professional, who can advise on an amended return if appropriate.
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Ask Warren provides general educational information about your own inputs and results and does not constitute personalized investment, tax, legal, or insurance advice, or a recommendation to buy or take any action. Warren can make mistakes — verify important details and consult a licensed professional before making decisions.
How it works
Your most recent federal Form 1040 and schedules — plus your state return if you want it considered.
A structured pass over your return against the common miss-points, with an estimated impact on each flag.
A prioritized list of items worth a second look — download it and take it to your preparer.
Takes minutes. No refund promised. No commitment.
Wondering if you missed something isn't paranoia. It's worth a look.
The tax code has hundreds of deductions and credits, each with its own rules — nobody keeps them all in their head, and a busy filing season isn't built for catching every one. A calm second pass, after the deadline pressure is gone, is exactly when the overlooked items tend to show up. You don't have to act on anything — you just get to see it.
A professional second-opinion review runs $500–$1,500. Flat price, no percentage of anything found.
Frequently asked questions
- Will this get me a refund?
- It might surface items worth a second look, but no tool can promise a refund. The review flags deductions, credits, and entries the data suggests you may have missed or misreported, with an estimated dollar impact, so you and your preparer can decide whether to act. Any actual refund depends on your full situation and an amended return.
- Do I need to amend my return to use this?
- No. The review is informational — it points out what may be worth revisiting. If something looks worth pursuing, you take the findings to your tax preparer, who can advise on and file an amended return (Form 1040-X) if appropriate.
- Is this tax advice?
- No. It is an educational, second-opinion analysis of a return you already filed. It does not tell you what to do or file anything for you — it gives you a checklist of considerations to discuss with a licensed tax professional.
- What do I need to get started?
- Your most recent federal tax return — Form 1040 and all schedules — and your state return if you want state items considered. We read the relevant fields to build the review.
- Do you sell my data?
- No. The return you upload is used to generate your review. See our Privacy Policy for details.
Find out what your last return may have missed.
Upload it and get your second-opinion checklist in minutes.
Dversify provides educational financial-analysis tools and does not provide tax, legal, or financial advice, or tax-preparation services, and does not file or amend returns. This review is informational and does not guarantee a refund or any specific outcome. Estimated figures are illustrative and based on the return you provide. Consult a licensed tax professional before amending a return or making tax decisions.