Deduction review
Discuss likely categories, documentation standards, and areas that need better support before filing.
✓ 45-minute remote review $249 introductory price
Get your small business tax-ready before filing season.
A focused Tax Readiness Review for self-employed people, contractors, freelancers, landlords, and small LLC owners who want clear answers, organized records, and a practical action plan.
Introductory price$249
Includes: a 45-minute consultation, deduction and documentation review, estimated tax discussion, recordkeeping assessment, and written action summary.
$100 credit toward qualifying future tax preparation, tax-record cleanup, or advisory services.
Book nowBest fit
Built for business owners tired of guessing.
- You have self-employment, 1099, gig, rental, or small LLC income.
- You are unsure what expenses are deductible or what documentation matters.
- Your records are scattered across accounts, apps, receipts, or spreadsheets.
- You may be behind or unsure on estimated tax payments.
- You want a practical action plan before filing season pressure arrives.
What you get
Focused review. Clear next steps.
Estimated tax discussion
Review whether estimated tax payments may be an issue and what information is needed to evaluate exposure.
Recordkeeping assessment
Identify gaps in income, expenses, mileage, major purchases, contractors, and tax-ready summaries.
Written action summary
Receive a clear written summary of the issues discussed and the most useful next steps.
Service routing
Understand whether you need tax preparation, planning, amendment help, or record cleanup for tax purposes.
Secure next step
Sensitive documents are handled through secure submission instructions when needed, not regular email.
Book your review
Choose your 45-minute consultation time. Payment is handled during booking.
Prepare your documents
Download the checklist and gather the most important income, expense, and recordkeeping information.
Attend your meeting
Join through Google Meet. The meeting invite is sent during the booking flow.
Important: This is a Tax Readiness Review. It is not tax return filing, e-file transmission, audit representation, legal advice, full accounting-record cleanup, or a guarantee of tax savings.