You don’t have to buy anything
to find out where you stand.
Whether you suspect your prior accountant missed deductions, received an intimidating notice in the mail, or wonder if you should form an S-Corp, start with our complimentary reviews.
The Second Look
Send us your filed federal and state returns for the last three years. A senior tax advisor reviews them end-to-end to identify missed depreciation, omitted deductions, wrong filing statuses, or unapplied credits.
- If we find nothing: You get complete peace of mind that your returns were done correctly.
- If we find money: We tell you exactly what it will cost to file Form 1040-X amendments and how much refund you stand to recover.
Limited to three returns, once per household. No high-pressure sales pitch.
Notice Triage
Upload any IRS or state department of revenue letter into our secure vault. Uncle Pat’s desk reads it and delivers a clear, plain-English summary within two business days:
- What the agency is actually claiming (in plain English)
- Whether their arithmetic is typically flawed
- The exact deadline you cannot afford to miss
- What it will cost to have us resolve it under Tier 1–4
Limited to one notice per household. Delivered in writing.
Four more ways to get clarity today
Entity Fit Check
Are you earning enough to justify an S-Corporation? Use our interactive calculator or get a 1-page breakdown showing your exact FICA tax breakeven point.
Check S-Corp FitW-4 Checkup
Tired of lending the government an interest-free loan every year — or getting hit with an unexpected penalty in April? We tune your Form W-4 allowances to within $100.
Free 1-Hour Consultation
Speak directly with a tax strategist about your current filing situation, business growth plans, or overdue returns. No obligation, no sales scripts.
Book 1-Hour Tax ConsultationPermanent Document Vault
Every client gets free, encrypted access to The File Room. Your returns, W-2s, and agency receipts stay accessible 24/7 even if your engagement ends.
Open The File Room →
A second pair of eyes costs nothing.
Missing deductions cost thousands.
You don’t have to buy anything to find out where you stand. We examine your last three filed returns for overlooked credits, incorrect depreciation recovery periods, and missed election opportunities — with zero obligation.
Deduction guides built for your specific industry
The IRS does not advertise legitimate deductions. We compiled comprehensive checklists for the professions we serve most across Maryland, Virginia, and Washington DC.
Realtors & Brokers
Desk fees, MLS dues, staging costs, vehicle mileage, open house expenses, continuing education, and client gifts under Section 274.
Contractors & Builders
Heavy equipment depreciation, tool write-offs, subcontractor 1099 compliance, job site fuel, uniforms, and builder’s risk insurance.
Truckers & Owner-Operators
Per diem meal deductions (80% rate), sleeper berth supplies, electronic logging devices (ELD), fuel tax (IFTA), and highway use tax (Form 2290).
Home Care & Nursing Agencies
Medical supplies, caregiver training, mileage reimbursement under an accountable plan, PPE, and licensing fees.
Salons, Barbers & Stylists
Booth rental, scissors and styling shears, sanitation equipment, professional products, and booking software subscriptions.
Rideshare & Delivery Drivers
Standard mileage vs. actual expense election, cell phone split, dashboard mounts, rider water/mints, and vehicle sanitation.