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Bookkeeping, Tax Optimization, & Filings Standalone Tax Optimization
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Standalone Tax 

Optimization to help you keep more of what you earn

Services Covered

  • Free review and consultation.

  • I will review your previous tax filings to see if any money was left on the table -- and help you claim it.

  • Clients get tax refund checks from their previous years of tax filings. 

  • Pricing is $4,500 per amended tax return, with variable pricing for total refunds above $50,000.

Looking for a second opinion,

or hiring a tax advisor for the first time?