A free 30-minute review with a CPA on our team. Bring your latest return and leave with a one-page written Snapshot: what’s working, what’s leaking, and what to ask next.
Entity choice, owner pay, and what the books need to support come up in almost every review.
Practice owners carry entity, compensation, and retirement-plan questions that don’t always get asked.
Residency timing, state exposure, and what the move changes on the return.
Depreciation, how the properties are held, and what the records need to show.
Not sure you fit? Book anyway. If the review isn’t right for you, we’ll say so fast and point you somewhere good. Simple W-2-only returns usually aren’t a fit.
Fully virtual, wherever you are. Based in Fort Lauderdale.
Pick a 30-minute slot below.
Video call; bring your latest returns or upload them securely beforehand.
Your written Snapshot arrives.
If we see a fit we’ll say so plainly; either way the Snapshot is yours.
In an S corporation the label on compensation does not decide how it is taxed; substance does. Distributions come only after a reasonable salary for the work actually performed.
A salary that exists only in a set of minutes, with no W-2 behind it, is not one the record will defend.
Income is taxed to the one who earns it. An entity earns income when the contracts, the counterparties, and the 1099s say so.
Your documents are handled the way regulators require of financial institutions: an encrypted upload portal, a written security program, never email attachments, and never used for marketing.
How we handle information: privacy policy.
Yes, it is unconditionally free. The call and the written Snapshot cost nothing, whether or not we ever work together.
It’s a review. If we see a fit, we’ll say so plainly and show you the flat fee in writing. If we don’t, we’ll tell you that instead, and the Snapshot is yours either way.
It’s optional but helpful. After booking you can upload your two most recent returns through our secure encrypted link (no account needed), which lets us make the most of your 30 minutes. Or just share your screen on the call, whichever you prefer.
Yes, the whole firm runs virtually, with a simple online setup for documents and signatures when you become a client, so your location is not a barrier.
A CPA on our team, the same person who prepares and reviews client work, not a sales rep reading a script.
