You will get Are you confident you’re not overpaying in taxes?
Project details
Are you confident you’re not overpaying in taxes?
Many individuals miss deductions, credits, and planning opportunities that could save thousands each year. I provide a personalized tax assessment to help you identify where you can optimize and reduce your tax liability.
💡 What You’ll Get:
✔ Review of your prior-year tax return
✔ Identification of missed deductions or credits
✔ Personalized tax-saving opportunities
✔ Clear CPA recommendations for next steps
📊 Example:
A recent client reduced their tax bill by over $4,000 after identifying overlooked deductions and improving their filing strategy.
👤 About Me:
CPA with 20+ years of experience focused on practical, real-world tax savings.
🚀 Next Step:
Get clarity on where you may be overpaying—and how to fix it.
If you move forward with tax preparation or planning services, this assessment can be credited toward your engagement.
Many individuals miss deductions, credits, and planning opportunities that could save thousands each year. I provide a personalized tax assessment to help you identify where you can optimize and reduce your tax liability.
💡 What You’ll Get:
✔ Review of your prior-year tax return
✔ Identification of missed deductions or credits
✔ Personalized tax-saving opportunities
✔ Clear CPA recommendations for next steps
📊 Example:
A recent client reduced their tax bill by over $4,000 after identifying overlooked deductions and improving their filing strategy.
👤 About Me:
CPA with 20+ years of experience focused on practical, real-world tax savings.
🚀 Next Step:
Get clarity on where you may be overpaying—and how to fix it.
If you move forward with tax preparation or planning services, this assessment can be credited toward your engagement.
Project Type
OtherWhat's included
| Service Tiers |
Starter
$250
|
Standard
$350
|
Advanced
$600
|
|---|---|---|---|
| Delivery Time | 2 days | 3 days | 5 days |
Number of Revisions | 1 | 2 | 0 |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$100 - $200
Additional Revision
+$75About Trish
Small business CPA
Valrico, United States - 6:35 am local time
Certified with:
Xero
Quickbooks
Steps for completing your project
After purchasing the project, send requirements so Trish can start the project.
Delivery time starts when Trish receives requirements from you.
Trish works on your project following the steps below.
Revisions may occur after the delivery date.
Tax return review & analysis
Identify savings opportunities