Home / Advisory Plans / Essential Tax Review
What happens after checkout
- 1. Your advisor contacts you within one business day.
- 2. You share documents through our secure portal.
- 3. We deliver the work with a written summary and next steps.
Advisory plan
Essential Tax Review
Individual return review, filing and savings check
$189.00
A focused one-on-one review of your annual tax return: we check every schedule for missed deductions, flag audit risks, and file for you where possible. Includes a written savings summary and next-year checklist.
- Fixed price agreed before we begin
- Licensed advisor on every engagement
- Written summary with next steps included