Your free Tax Savings X-Ray

  • 20 minutes with me on your actual return
  • Every line in writing within 3 business days
  • Under $5,000 a year found: I send you $100
Step 1 of 4Taps only, about a minute in all

Three taps to start.

So I know what the call is for.

What do you want help with?

What do you run?

Roughly what did you pay in total tax last year?

Federal and state, personal and business combined. An estimate is fine.

Step 2 of 4So I can reach you

Where should I reach you?

I run these myself, so this is where I reply from. Your written estimate comes back here too, and it is yours whether or not you ever hire me.

Please enter your name.

Please enter a valid email address.

Please enter a phone number I can reach you on.

Private and secure. Never sold, never shared, and you can ask to be deleted at any time.

Step 3 of 4Two taps

How is it set up today?

These two answers move the estimate more than every other question combined.

How is the business taxed?

Retirement plan through the business?

Step 4 of 4Last two taps

Two last things, both practical.

I take a limited number of plan clients before the year closes, so I check the session can do real work before I give away the slot.

Can you send last year's filed return before the call?

Do you owe back taxes or have open IRS letters?

The second one is asked so you get sent to the right person, not to rule you out.

One changeSame person, different meeting

Let's do this the other way around.

The X-Ray is a read of your actual return. Without it beforehand the call becomes a conversation about your taxes rather than a look at them, and you would leave with opinions instead of a number.

So I will call you first, with nothing to send and nothing to prepare, work out whether this is worth your time, and book the real review from there if it is. Your details are already with me.

Last stepGrab a time

Pick your twenty minutes.

It is short because the work happens afterwards, not on the call. What comes back in writing:

  1. What your return left on the table, itemized, with what each one needs to be real
  2. What is still open this year against what has already closed
  3. What it would cost to capture it, quoted before you decide anything

Within three business days of the call. Under $5,000 a year found, and I send you $100.

Calendar not loading? Email bhavya@theaccountantservices.com and I will send times by hand. Your details are already saved.