A fresh look at your tax picture.
A focused $197 Tax Savings Checkup for small business owners and real estate investors. Share your prior-year tax return and complete a questionnaire. We review your situation together and outline potential planning opportunities and next steps.
Small businesses. Real estate investors.
An approachable first step for existing TEAM Referral Network members who want a CPA's perspective on their tax situation.
Small business owners
Get a fresh look at your business structure, owner pay, expenses, and planning priorities.
Real estate investors
Review the tax picture around your rental properties, ownership structure, and upcoming plans.
A fresh set of eyes. A more useful next step.
For small business owners and real estate investors who are a good fit for this Checkup, we almost always find something worth addressing. It might be a tax planning opportunity, a process that takes too much of your time, or a financial question you have not had a chance to work through.
We look beyond the return.
Your prior-year return shows part of the picture. Your questionnaire tells us what has changed, how you manage the finances, and what you want to accomplish. Together, they help us focus the conversation on what matters to you.
The bigger investment is your hour.
The decision is about more than $197. An hour of your time could go toward serving a client, generating revenue, or improving your business. This Checkup should earn that hour by helping you see what deserves attention and where your time could be better spent.
100% money-back guarantee.*
If you do not find the Checkup valuable, we will refund your full $197. Just let us know.
Money-back guarantee requires confirmed booking and payment, submission of tax return, answering the questionnaire, and showing up to the meeting.
A written Tax Savings Blueprint
A focused summary of potential planning opportunities and practical next steps, with estimated tax impacts where the information supports them. This checkup is a starting point for planning, not a comprehensive tax plan.
Two parts, one clear picture
The review
A one-on-one review of your prior-year tax return and questionnaire responses. We discuss your business or real estate investments, current-year changes, and goals in plain English.
The Blueprint
A focused written summary of the planning opportunities identified, with estimated tax impacts where supported and clear next steps. Additional information may be needed before a strategy can be evaluated or implemented.
Simple from start to finish
Pay, then book
Pay the $197 member investment, then choose an available Checkup appointment. Spots are limited.
Share your information
Before your appointment, securely upload your prior-year tax return and complete the questionnaire we provide.
Review and get next steps
We meet to review your situation, then provide a focused written summary of potential planning opportunities and next steps. Any estimates depend on your circumstances and the information available.
A focused checkup. A member-only investment.
Spots are limited
This $197 offer is for existing TEAM Referral Network members who own a small business or invest in real estate. Pay first, then book an available Checkup appointment.
How does the guarantee work?
What if I do not find the Checkup valuable?
We will refund your full $197. Just let us know.*
Money-back guarantee requires confirmed booking and payment, submission of tax return, answering the questionnaire, and showing up to the meeting.
Get a fresh perspective on your taxes.
Pay $197, choose your appointment, then send your prior-year tax return and complete the questionnaire. We will take it from there.
Booking opens soon. Spots are limited.