Tax Analysis

What to Expect

Think of this as your Financial Intake Exam for all things taxes. Whether you're looking for a second opinion on a past return, need help resolving a tax issue, want us to prepare your upcoming return, or you're ready to create a proactive tax-saving plan—this is the first step. Our Tax Analysis service gives us a clear look at your current tax position, history, and opportunities. We’ll examine your most recent return, identify red flags, missed deductions, IRS risk factors, or income gaps that could impact credit, cashflow, or funding. You’ll walk away with a Tax Health Report and a prescription for next steps—whether that’s a resolution strategy, a prep quote, or a custom tax plan. ✅ Ideal for: – Personal or business filers – First-time clients – Homebuyers or business owners – Anyone unsure of what tax help they need This service is required before booking: – Tax Resolution – Tax Preparation – Tax Planning Let’s get your tax situation diagnosed before we prescribe a solution.