In this video, the speaker explains how taxpayers commonly overpay due to data‑entry mistakes, missed tax credits, and overlooked deductions. He emphasizes that the tax code’s complexity makes these errors understandable, especially when working without a professional. To correct an overpayment, he advises filing an amended return once the missed items are identified and evaluating whether the mistake was a one‑off error by the accountant or a recurring issue that may warrant switching accountants. The core call‑to‑action is Insight Tax’s free tax‑return review service: anyone, even non‑clients, can submit their 2022 return via insighttax.com/freereview for a complimentary analysis, a plan of action, and an honest assessment of whether any savings are possible. The video ends with a request for likes, comments, and shares, underscoring the potential to recover money from the IRS.
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How can I tell if I'm overpaying in tax, and if I am, how can I fix it? So how are you actually overpaying in tax? There's a couple ways, likely. The data entry on your actual tax return, you might not have put it in the right way. That's a simple thing that happens. You might be Missing out on credits, credits that you didn't know you qualified for, or credits you knew you qualified for, but you just didn't file the right form on the tax return to actually get it. And then the other one, which is likely the most common, is you missed out on tax deductions. You didn't know there was something you could write off, therefore you didn't. And look, if you have missed these things and you're not working with a professional, Don't feel bad. The tax code is 77,000+ pages. It's ridiculously complicated. If you are using a professional and you missed out on some of these deductions, then maybe we need to look at fixing that. So how do you fix this? Let's assume I overpaid in taxes. What do I do? Well, once you know what it was that you missed, let's go ahead and file an amended return to capture the deductions or capture the credit. Or to fix the error, the entries. Now look, accountants are human. At Insight Tax, we're human. We are not perfect. So I encourage you to ask yourself the question, does this feel like a one-time mistake if my accountant made the mistake? Was it information that I didn't tell them, and because we don't have crystal balls, The accountant didn't actually know that this was a thing that I could take advantage of, or is it a habitual trend with the accountant that they're consistently making mistakes? And I'll tell you, if we're consistently making mistakes, we've failed to earn your business. And I feel like that's the same way with other accountants. So one way to fix it is potentially hiring another accountant. The easiest way to discover if you might be overpaying in taxes is get a review of your tax returns. So We would like to offer you a free tax return if you're— even if you're not an Insight client. If you've already filed your '22 tax return, if you are about to file and you have a copy to look at, let us put our eyeballs on it. Let's see if we can find anything that may be missed that could help you save money in taxes. We'll include some sort of plan of action and We'll also just be honest with you. If we don't think we found any mistakes, we'll give you a thumbs up, and now you just have confirmation that your current person is doing a great job. So there is a link below, but you can go to insighttax.com/freereview, fill out the request form, we'll get you scheduled, we'll get a copy of your return, and we'll see if we can help you stick it to the IRS. Remember to comment, Like and share this video, please. We want as many people to know that if you did overpay in taxes, there's a possibility you can get some of that money back. And the best way to do that, let us review it for free. Okay, and as a reminder, the IRS does not like you.
