You're Confirmed. Your Free Tax Savings Review Is Booked.

A calendar invite and a text are on their way to you now. Here's how to get the most out of our 30 minutes:

1. 1

   Send us last year's tax return (the most important step)

   Your full personal return (Form 1040 with all schedules). If your practice files its own return (S corp 1120-S or partnership 1065), include that too.

   We'll send you a secure upload link by text and email. Easiest way: ask your CPA's office for a PDF copy now so it's ready. Please don't text or email returns; the secure link protects your information.

2. 2

   Optional, but helpful

   Your last 12 months of P&L (Excel or PDF).

3. 3

   Bring your questions

   "Is my entity set up right?" "Should I be doing cost segregation?" "Is my CPA actually planning?" We'll cover as many as we can.

Don't have your return handy? Keep the appointment anyway. We'll still find plenty to talk about.

Need to change your time? Use the link in your confirmation text or email. Questions? Call or text 858-752-7179 (text).