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We find missed credits, deductions, and mistakes on previous tax returns

Trusted by businesses nationwide for tax review

Completely FREE to do an analysis of your business returns

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It's simple to get started:

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We find savings missed by others

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Credits

Certain local, state, and federal tax credits are often overlooked by accountants

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Deductions

Don't miss deductions that are specific to your business or industry

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Mistakes

Everyone makes mistakes - find out if you're the victim of a mistake costing you thousands

The Smart Solution

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  • We use sophisticated AI software & CPA analysis to review your prior tax returns for commonly missed tax credits and inadvertent omissions

  • Our analysis has the potential to save your business tens or hundreds of thousands of dollars

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Strategies That Work

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Do you ever feel like your tax preparer isn't getting you every dollar you are owed? Are they really spending hours checking local and state credits, and double checking to make sure you aren't paying more taxes than you are required to? While well intentioned, many are overworked, bill hourly, and aren't incentivized to save you money!

Let us do a review

Don't leave money on the table

Let us ensure you are getting the most out of your tax returns

Our analysis is FREE, and it's easy to get started


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It's incredibly simple to get started

1
Upload Documents

Upload requested documents like previous tax returns and payroll statements to our secure online portal

2
AI Software & CPA Analysis

Your documents pass through our AI software to identify omissions and credits based on your industry and location. Then a group of CPAs reviews your file and provides recommendations.

3
Detailed Report

You receive a detailed report showing missing deductions, tax credits, and the total savings.

4
No Obligation

We only charge if you choose to take advantage of the proposed credits or tax savings.

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The most frequently asked questions about our service

1. What exactly does your service do?

We provide a comprehensive review of your previous tax returns to identify missed credits, deductions, and mistakes that could result in potential savings for you.

2. How far back can you review my tax returns?

We typically review tax returns from the past three years, as this is the standard period allowed by the IRS for claiming refunds. However, specific circumstances might allow for a longer review period.

3. Is my business's information safe with you?

Absolutely. We prioritize the security and confidentiality of our clients' information. All data is encrypted, and we adhere to strict privacy policies to ensure your information is protected.

4. How do you charge for your services?

Our initial review of your tax returns is completely free. If we identify potential savings and you choose to proceed, we charge a percentage of the recovered amount.

5. What if you don't find any mistakes or missed credits?

If we don't find any errors or missed opportunities, there's no charge to you. Our goal is to ensure you've received every credit and deduction you're entitled to.

6. Do I need to provide physical copies of my tax returns?

No, digital copies of your tax returns are sufficient. You can securely upload them to our platform or provide access to your online tax software.

Have more questions? Get in Touch