Tax Preparation & Return Review in Fremont, CA
Prepare this year's return right, and find what last year's left on the table.
Two ways to work with us on taxes
ADL handles tax on both ends. We prepare and file new returns, and we review returns you've already filed to find money that may still be recoverable. Most owners start with one and come back for the other. Whichever fits your situation, you're working with a licensed California CPA and IRS-credentialed preparer — not seasonal help.
Prior-Year Tax Return Review
If you've already filed, this is the low-risk place to start: you're not committing to anything beyond finding out what was missed. Garrett reviews your previously filed business and personal returns to identify deductions, credits, and elections that were overlooked — and quantifies the savings that may still be recoverable through amended returns.
Returns prepared in a hurry, or by software that doesn't know your business, routinely leave money behind: a missed home-office or vehicle allocation, depreciation that wasn't optimized, an election that was never made, credits the preparer didn't ask about. As a general rule, amended returns can reach back within three years of filing — so the question of whether it's worth a look has a time limit. (That three-year window is a general rule, not advice on your specific return; we'll confirm what applies to you.)
You already did the hard part by filing. The review tells you what was left on the table and whether it's worth recovering.
Tax Return Preparation
On the preparation side, ADL handles full preparation and filing of new business and personal returns. Garrett is an IRS-credentialed preparer with an EFIN and PTIN and a licensed California CPA, so the same person who understands your books and your entity structure is the one signing your return.
We prepare both federal and California returns for individuals, LLCs, S-Corps, and C-Corps. Because we work year-round — not just in filing season — preparation isn't a once-a-year data dump. The structure decisions, the bookkeeping, and the return all line up, which is how you actually keep your tax bill down rather than just reporting it accurately after the fact.
California and federal, handled together
California's rules don't always track the federal code, and the mismatches are where returns go wrong: conformity differences, the franchise tax, S-Corp state-level tax, pass-through entity elections. Preparing both returns together means those interactions are handled deliberately instead of patched at the end.
Whether you need this year's return done right or last year's checked for missed savings, you'll know exactly what's being filed and why.
Frequently Asked Questions
- Can you review a tax return I already filed?
- Yes. A prior-year review examines returns you've already filed to find missed deductions, credits, and elections, and tells you whether the savings are worth recovering through an amended return. It's a low-risk way to find out what was left on the table.
- How far back can amended returns recover missed savings?
- As a general rule, amended returns can be filed within three years of the original filing date (or two years from when the tax was paid, if later). That's a general guideline rather than advice on your specific return — we'll confirm exactly what applies to your situation.
- Do you prepare both business and personal returns?
- Yes. We prepare federal and California returns for individuals as well as LLCs, S-Corps, and C-Corps. Handling the business and personal sides together is often where the real planning happens.
- What do you charge for tax preparation?
- Pricing depends on the entity type and the complexity of the return — a single-member LLC is very different from a multi-owner S-Corp with payroll. We'll give you a clear quote up front after a short conversation about your situation, with no surprise fees.
- Are you credentialed to file returns?
- Yes. Garrett is a licensed California CPA and an IRS-credentialed preparer with an EFIN and PTIN, authorized to prepare and electronically file federal and state returns.
- Can you both prepare this year and review last year?
- Absolutely — many clients do both. We'll often review a prior return while preparing the current one, since the same look at your situation surfaces opportunities in both directions.
Ready to talk it through?
No cost, no commitment — just a clear next step for your business.
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