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BROOKWOOD TAX SERVICE

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404-915-6268

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This page last updated on
October 3, 2003

Refund Review Service
 

Brookwood Tax Service will review your previous three years' tax returns to ensure you claimed all the deductions or credits you are entitled to by law.  There is no charge for the Refund Review service.  If we identify additional refund amounts to which you are entitled, there is a charge to prepare the amended federal and/or state returns to claim those refunds.

 

The focus will be on your 2002 tax returns, but we will also review at no charge your 2001 and 2000 returns.

 

To request a no-charge Refund Review, please send us copies of your last three federal and state tax returns, either by mail or Fax.  We will conduct a preliminary review of those returns, then send you follow-up questions based on the content of your returns. 

 

The questionnaire should take only about 30 minutes to an hour of your time to fill in and will help us zero in on any potential deductions or credits to which you may be entitled.  We will send the questionnaire to you by e-mail or mail, depending upon the length and detail required.  When you have completed the questionnaire, return it to us either by mail or e-mail, as appropriate.  Please note we may also need to see copies of some of your tax-related documents, such as W-2 forms, mortgage interest statements, home sale documents, etc.

 

If we find there should be no changes to your return, we will send back your tax returns and documents and there is no charge.

 

If we find additional tax savings available for one or more tax years, we will send you an e-mail outlining the potential additional refund and detailing the fee that would be charged to prepare amended returns for you to file.  You then decide if you wish to proceed with amending your returns.

 

To start your Refund Review, mail or fax copies of your last three years' federal and state income tax returns to us.  Please also include a letter or Fax cover sheet containing your current address, e-mail address, telephone and fax numbers.

 

Our address is:

Brookwood Tax Service

4 Montclair Dr., NE

Atlanta, GA 30309-1527

The Fax number is:  404-892-2559.

 

Be sure to mention you want the free Refund Review in your cover letter or Fax cover sheet.

 

If you have an questions concerning our Refund Review service, do not hesitate to call 404-915-6268 or e-mail us at brookwoodtax@mindspring.com.

 

 

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