Know where you stand, which deductions may be getting missed, and what to do next. Your membership begins with a personal tax plan and a team ready to help you put it to work.
We give a f*ck about your taxes. And what you do next.
One connected membership. Explore each part.
We review your situation, look for potentially missed deductions, build your personal tax roadmap, and walk you through your next steps. This is the foundation for the work that follows.
Your assessment turns the information you share into a clear plan. You see what deserves attention, what happens first, and what we need from you.
Review of your last three years of returns and your current setup. We learn about your businesses, properties, income, records, and goals.
We review the available books, returns, and records for potentially missed expenses, classification issues, and deductions that need a closer look or better support.
A written plan outlining the tax opportunities worth reviewing, the actions to consider, and how those choices connect to your goals.
See how your businesses and properties fit together. Understand the structure we are reviewing and the questions that need to be answered.
Know what to tackle first. For agreed actions, we make the next steps, responsible people, and information needed clear.
We explain the findings in plain English, walk through your plan, and answer your questions. This call is separate from your ongoing membership calls.
An expense you paid is easy to overlook when it never makes it into the right records.
We look for business costs that may have been missed, recorded incorrectly, or left without the support needed to evaluate a deduction. Then we review whether the tax treatment fits your situation.
The goal is to identify and properly support eligible deductions. Finding an expense does not automatically make it deductible or mean a past return needs amending.
Business expenses in your available records that may not have been captured in the books or considered on the return.
Transactions that may be misclassified, need clarification, or involve business and personal use.
Missing receipts, unclear business purpose, or other records needed to evaluate and support the deduction.
We flag what needs attention, explain the proposed action, and identify the records or decisions needed to move forward.
When separate teams handle your books and taxes, you can end up chasing answers and connecting the dots yourself. Bringing the quoted work under one team gives your bookkeeper, Tax Manager, and strategist a shared picture.
Your strategist can review your tax choices against the same records your tax preparation team uses. Questions and classification issues have a clear place to go.
Your team can connect agreed tax actions to the books and supporting records. You know what we are handling and what still needs your input.
We handle the bookkeeping listed in your quote. You provide the records and access we request, while your team coordinates the included work.
Transactions, statements, receipts, and business context.
Record, classify, and reconcile within the quoted bookkeeping scope.
Review deductions, tax treatment, and supporting information.
Prepare the included returns and follow through on agreed actions.
Your proposal names the entities, accounts, periods, reports, and bookkeeping work included. Historical cleanup and amended returns are separately scoped when needed.
The IRS uses artificial intelligence to help with activities including audit selection. Clear records still matter: a deduction needs support beyond a line on a tax return.
AI source: U.S. Government Accountability Office, March 2026 ↗
For a business examination, the general ledger, balance sheet, and profit and loss statement can help explain the business’s financial picture. Receipts, statements, logs, and other evidence support the items behind those reports.
Organized books help you answer questions with records, instead of trying to reconstruct the story later.
The records requested depend on the return and issues under review. See the IRS’s audit records guidance ↗ and examination techniques ↗.
The detailed record of transactions, organized by account. It connects the reports back to the activity in your books.
A snapshot of what the business owns, owes, and the owner’s equity at a point in time.
A summary of income and expenses for a period. It helps explain how the business arrived at its profit or loss.
Receipts, invoices, statements, logs, and explanations that support income, deductions, and other return items.
These records support preparation and readiness. They do not prevent an audit, guarantee an outcome, or automatically include audit representation.
At your 75-minute delivery call, we walk through your plan and first priorities. Your ongoing membership connects the included tax preparation, bookkeeping, planning, and follow-through.
Leads your tax planning and explains your next moves.
Owns your tax preparation, review workflow, and filing completion.
Handles the books included in your quote and coordinates questions with your tax team.
$3,000Private Client Assessment fee
You do not pay a separate upfront assessment fee. If you do not complete the 12-month term, the $3,000 assessment fee is charged.
Your membership payment is due at enrollment: the quoted annual pay-in-full amount, or the first every-four-week installment.
Four-week billing means another payment every 28 days: 13 payments per 52 weeks.
Your engagement confirms your exact services, payment schedule, renewal, and cancellation terms.
Yes. Your deduction review looks at the available returns, books, and records for potentially missed expenses, classification questions, and items that need more support. We explain what deserves attention and what needs to be confirmed. Eligibility and any tax effect depend on your facts and records.
The assessment reviews the books and records available to us and identifies priorities. Ongoing bookkeeping is part of your membership when included in your quote. Your proposal names the activities, accounts, and periods we handle. Bringing those services under one team helps connect the assessment to ongoing work.
The IRS’s requests depend on the return and the issues being examined. A general ledger, balance sheet, and profit and loss statement can be important business records, but the reports alone do not support every deduction. Receipts, invoices, statements, logs, and the business context may also be needed.
No. Organized books and supporting documents help with preparation and responding to questions. They do not guarantee that you will avoid an audit or obtain a particular result. Audit representation and notice-response work require separate scope unless expressly included in your agreement.
No. We may identify items that deserve further review. Preparing an amended return is separately priced and requires your written approval before work begins.
No. It is included at the start, separate from your ongoing strategy meetings and other included membership calls. Your tier and engagement explain your ongoing access.
We identify the issues and confirm what work is needed. Historical cleanup is not automatically included in the assessment or ordinary ongoing bookkeeping. Any additional work and fees are explained and approved in writing before we proceed.
Wondering what you could be missing on your taxes? Take the free quiz to find your tax stage and see what to focus on next.
Free quiz. Clear next steps. No tax returns needed.