Service-Based Business Owners
and Real Estate Investors
MISSED SOME DEDUCTIONS ON YOUR TAX RETURN ?
We'll review your tax returns from the previous three years to see if we can find overlooked tax savings opportunities.
It's only fair that you get EVERY tax deduction and credit you're entitled to.
You should have your tax return reviewed if you:
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Have recently undergone major changes in your business or personal life, such as starting a new business, getting married, or having children.
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Are a business owner and unsure about deductions, depreciation, or tax credits you may qualify for.
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Have started making investments, bought or sold real estate, or have other complicated financial transactions.
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Are not confident about your understanding of the tax laws applicable to your situation.
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Have made errors on a previous tax return, and are unsure how to correct them.
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Want to make sure you've filled everything out correctly to avoid delays.
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Feel overwhelmed by the process and want to ensure you're not overpaying or underpaying your taxes.
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Have received a notice from the IRS or state tax agency about a discrepancy or potential audit.
How It Works...
Step 1:
Make initial investment.
Step 2:
Complete questionnaire.
Step 3:
Schedule onboarding call.
Step 4:
Provide requested documentation.
Step 5:
We'll review your tax returns for savings.
Step 6:
Review session. Receive tax observation report and recommendations.
Included with your review...
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Financial Statement Review
Identify missed tax-deductible expenses.
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Tax Return Review
Identify missed tax deductions and credits.
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Tax Return Review Meeting
Phone or video meeting reviewing our observations and recommendations.
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Tax Observation Report
A summary explaining insights about key tax figures, tax brackets, tax credit & income limits, deductions, and income sources.
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Tax Savings Recommendations
Action steps you can take to receive money owed to you for prior years' taxes and future tax savings.
6 Benefits of Having Your Tax Return Reviewed by a Tax Strategist
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Maximize Tax Savings
A tax strategist specializes in identifying all applicable deductions and credits to minimize the amount of taxes you pay. If deductions or credits were overlooked in your initial filing, a tax strategist can help identify these missed opportunities and amend your return if necessary, leading to increased tax savings.
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Minimize Audit Risk
By ensuring your return is correctly and fully filled out, a tax strategist can help reduce the risk of an audit. In the event of an audit, having a professional review of your return can provide peace of mind that all entries are valid and that you have the supporting documentation to prove it.
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Strategic Tax Planning
Beyond reviewing the return for missed deductions, a tax strategist can also provide valuable insight and advice on strategic tax planning for the future. They can suggest strategies and adjustments to your financial activities that could result in significant tax savings down the line.
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Clarification and Education
Tax laws and regulations can be complex and often change from year to year. A tax strategist can help you understand these complexities and changes, educating you on your tax obligations and potential savings. This knowledge can make you better prepared for future tax seasons.
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Correcting Errors
Any errors in your tax return can lead to penalties and interest charges. A tax strategist can catch these errors and help you correct them in a timely manner, avoiding potential fines.
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Peace of Mind
Perhaps most importantly, having a professional review your tax return can provide peace of mind. You'll have the confidence that you're not paying more than necessary and that your return is accurate and compliant with the latest tax laws.
We encourage you to take this proactive step towards minimizing the amount of taxes you pay by scheduling a review with one of our expert tax strategists. We're ready and eager to help you unlock the financial benefits of missed tax savings.
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