The story behind the numbers.
We review tax returns as financial documents and analyze the story behind the numbers. Detailed forensic reviews to verify reported income, identify inconsistencies, and uncover undisclosed financial interests or "hidden" assets.
Tax returns, read as forensic documents.
A tax return is a written narrative of someone's financial year. Reviewed by investigators, including an Enrolled Agent authorized to practice before the IRS, it can reveal undisclosed interests, inconsistencies, and financial issues that a standard preparation review may not flag.
Forensic tax analysis.
Detailed reviews of tax filings to verify reported income, identify inconsistencies, and uncover undisclosed financial interests or "hidden" assets — calibrated for divorce, family-office, and investment-due-diligence contexts.
Investment tax due diligence.
We analyze the tax history and potential liabilities of the reviewed entity so potential tax burdens and regulatory red flags are identified early.
Compliance & fraud detection.
Leveraging our background in financial forensics, we identify signs of tax-related identity theft, fraudulent filings, or aggressive tax positions that could lead to future audits or regulatory exposure.
What we review.
Forensic Tax Analysis
Verify reported income, identify inconsistencies, uncover undisclosed financial interests or "hidden" assets.
Investment Tax Due Diligence
Analyze tax history and potential liabilities of the reviewed entity.
Compliance & Fraud Detection
Identify tax-related identity theft, fraudulent filings, or aggressive positions that could lead to future audits or regulatory exposure.
Documented findings. Clear reporting.
Spyglass provides clear, documented findings to support your next decision — across Naples, Fort Myers, Sarasota, Miami, Fort Lauderdale, and Palm Beach.