The Missing Piece of Your Tax Team. Bookkeepers record. CPAs file. We review what everyone else forgot to check.

Most people assume once a return is filed, the story is over. In reality, that’s often when hidden opportunities remain untouched. Your bookkeeper keeps the numbers tidy. Your CPA prepares and files your returns. But no one goes back to see if that return could have been optimized.

🔒 We automatically remove name, SSN before analysis
🧾 We only use your return to generate your report
❌ We never sell your data

CPA Endorsed: Charles A. Sears, Colleen Banks CPA