Find the Tax Opportunities and Bookkeeping Issues Hiding in Your Business

A focused review of your most recent business return and three months of financial records—designed to uncover overlooked opportunities, identify bookkeeping concerns and give you a clear next step.

$597 · one time

Clear written findings targeted within seven business days after we confirm the scope and receive all required records.

🛡 Find meaningful value—or receive your fee back. If we identify neither at least $500 in potential annual tax-saving opportunities nor one material apparent bookkeeping issue, we’ll refund your $597 fee. You’ll still keep the report and included resources.

Start My Diagnostic — $597

Best for business owners who want a professional second look before committing to ongoing support—or who suspect their taxes, books or business structure deserve closer attention.

Your Report Covers

What You’ll Know When the Review Is Complete

Potential deductions or tax-saving opportunities worth a closer look

We review the information provided for overlooked or under-claimed opportunities and estimate potential impact where the available records reasonably support it.

Whether your bookkeeping is creating unnecessary risk or stress

You’ll receive a plain-language assessment of what appears organized, what needs attention and what may need to be corrected before tax preparation.

Whether your current entity structure deserves further discussion

We provide a limited review of your current structure and flag issues or opportunities that may warrant deeper analysis.

One practical tax strategy to explore next

You’ll receive a specific current-year opportunity for further review—not a generic year-end reminder.

The clearest next step for your business

You’ll receive an honest recommendation: ongoing support, separately scoped cleanup or implementation, specialist review, or no additional service if none is needed.

Three Things We Need From You

A short, focused document list

Your most recently filed business tax return

We use this as the starting point for identifying potential opportunities and questions.

Three months of bank and credit-card statements

These records help us assess the reliability and organization of your bookkeeping.

Your bookkeeping file or export, if available

If you do not use bookkeeping software, we can still complete the review using the records available.

Once your scope is confirmed and the required records are complete, we’ll begin the review and keep you informed of the expected delivery date.

What's Included

Your written report, plus three bonuses

Targeted within 7 business days after complete records

Written Financial Clarity Report

Potential tax-saving opportunities supported by the information provided
A plain-language bookkeeping assessment
Limited entity-structure observations for further discussion
One potential current-year tax strategy
A clear recommendation for the support—if any—that makes sense next

Bonus 1

Deduction Tracker Spreadsheet

A ready-to-use spreadsheet to track deductible expenses throughout the year, organized by category.

Yours to keep regardless of outcome.

Bonus 2

"Before You File" 12-Point Checklist

A checklist of the 12 most commonly missed steps before filing — reviewed annually so it stays current.

Yours to keep regardless of outcome.

Bonus 3

20-minute findings walkthrough

After delivery, we walk you through every finding in the report so nothing is left unclear.

Scheduled after report delivery.

🛡

Find Meaningful Value—or Receive Your Fee Back

If the review identifies neither at least $500 in potential annual tax-saving opportunities nor one material apparent bookkeeping issue, Real Estate Tax Consulting will refund the $597 engagement fee. You keep the delivered report and included resources.

Potential opportunities depend on eligibility, complete and accurate records, implementation and further review. The guarantee concerns identification of potential opportunities or issues—not realized savings, tax-authority acceptance or a particular future outcome.

$597 one-time · Findings targeted within seven business days after scope confirmation and complete records

Start My Diagnostic — $597

Best for business owners who want clarity before committing to ongoing support—or who suspect their taxes, books or business structure deserve closer attention.