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What to Expect

person using laptop
person using laptop
3) Proposal

After the initial call we will send you a proposal on how much the tax review will cost and it what it will encompass. The average price range is $100-$300 depending on the complexity of your taxes.

4) Return Review

After the proposal is accepted, and you upload your documents to our portal, we will review your taxes, and make a write up about any items we think could be changed to your benefit.

2) Initial Call

On the initial call we'll go over these items, and get to know more about you, and your tax situation, so that we can tailor our tax return review to your unique situation.

1) Fill Out The Form

After filling out the intake form and scheduling an appointment we will go over the information you provided and identify some broad level items we will look for when reviewing your tax returns.

5) Follow Up Call

After we finish our review we'll schedule a follow up call where we will explain what we found, and what the next steps would be to change these items.