A complimentary, confidential 3-year tax lookback that shows where money may have been left on the table, and what you may still be able to recover.
Takes under 60 seconds. Your information stays confidential.
Filing on time isn't the same as paying only what you owe.
When you're paying six figures in tax, your return reflects dozens of decisions: how you're structured, how you pay yourself, what you deduct and when. Many preparers file accurately but don't look for opportunities.
In general, the IRS allows amended returns to claim a refund for up to three years after filing. That's why we start with a lookback. If something was missed, there may still be time to act.
Cronin & Company helps small and mid-sized business owners in Birmingham, Alabama, and beyond with tax compliance, proactive planning and IRS issues. Many clients are in real estate and service-based businesses.
Perry brings decades of tax experience and pairs it with AI-driven tools in collaborative planning sessions. Planning is more than year-end cleanup. It's a forward-looking strategy built to protect and grow your business.
When he's not in the office, Perry keeps bees. He harvests gallons of honey every year, not to sell but to share.
Your lookback is a line-by-line review focused on the areas that matter most at your level.
Whether your LLC, S-Corp or C-Corp setup, and your reasonable-compensation split, still fit how your business earns today.
Owner-level plans, such as cash balance and defined benefit plans, that can shelter far more than a standard 401(k).
Federal and state credits, including R&D, that businesses often qualify for but never file.
Cost segregation, bonus depreciation and asset timing that can speed up deductions.
Accountable plans, home office, vehicles and family employment. These deductions are legitimate but often undocumented.
Everyday business expenses that were miscategorized, underclaimed or left off entirely.
A clear, discreet process built around your time.
Complete the short form. It takes less than a minute.
Send your last three returns securely. We handle the rest.
Within 24 hours, we'll walk you through what we found and what it could be worth.
I could not be more satisfied with Perry's work. I had numerous years of unfiled returns… The only regret I have is that I didn't work with Perry sooner.
I feel like Perry cares about me and my business… You have achieved a level of customer service that most businesses will never reach.
You get a clear, candid assessment with no sales pressure. If we do find savings, we'll show you exactly where they are and how to capture them.
Yes. The 3-year lookback costs nothing and comes with no obligation. It's how we show owners what's possible before they ever decide to work with us.
Your last three filed business and personal tax returns. After you submit the form, we'll send you a secure way to share them.
No. Many owners request a lookback while keeping their existing preparer. We share our findings with you, and you decide what happens next.
Yes. Your documents are handled confidentially and used only to prepare your review.
We'll walk you through each opportunity, its estimated value, and whether it can be recovered through amended returns or captured going forward.
Request your complimentary lookback today. Clarity is one form away.
Claim My Free Lookback