You will get $99 Tax Intervention: What Your CPA Missed
Top Rated
1 contract in progress
Project details
Most CPAs file your taxes and move on. I do something different—I go back and find what they missed.
With over 35 years as a CPA, I’ve helped business owners uncover tens of thousands in missed deductions, overlooked strategies, and structural mistakes that cost them money year after year. This isn’t just a tax prep service—it’s a proactive intervention designed to put real savings back in your pocket.
In this $99 session, I’ll review your last two business tax returns, pinpoint missed opportunities, and show you at least 3 actionable ways to reduce your future tax liability. If I can’t find at least $10,000 in missed strategies, I’ll refund your fee—guaranteed.
I’m also affiliated with a 100-person national tax advisory firm and IRS Medic, which means you get more than just one set of eyes. You get elite-level strategy and insight, backed by a full team.
If you're serious about keeping more of what you earn, this is your starting point. Most CPAs file. I fix.
With over 35 years as a CPA, I’ve helped business owners uncover tens of thousands in missed deductions, overlooked strategies, and structural mistakes that cost them money year after year. This isn’t just a tax prep service—it’s a proactive intervention designed to put real savings back in your pocket.
In this $99 session, I’ll review your last two business tax returns, pinpoint missed opportunities, and show you at least 3 actionable ways to reduce your future tax liability. If I can’t find at least $10,000 in missed strategies, I’ll refund your fee—guaranteed.
I’m also affiliated with a 100-person national tax advisory firm and IRS Medic, which means you get more than just one set of eyes. You get elite-level strategy and insight, backed by a full team.
If you're serious about keeping more of what you earn, this is your starting point. Most CPAs file. I fix.
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United StatesWhat's included $99
These options are included with the project scope.
$99
- Delivery Time 5 days
- Live Consultation (Minutes) 30
- Tax Reporting
- Tax Return Filing
- Tax Exemption Submission
- Tax Refund Submission
- Tax Certification Submission
- Tax Planning & Advisory
Optional add-ons
You can add these on the next page.
Fast 2 Days Delivery
+$99
Additional 10 Minutes of Consultation
+$99Frequently asked questions
29 reviews
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NB
Neil B.
Jul 13, 2026
Profit and Loss Review
Completed the job quickly and accurately! Very responsive and eager to help - would certainly recommend!
RA
Rachel A.
Jun 29, 2026
$150/hr Business Owners: Share Your Experience Acquiring and Running a Company
Kevin was wonderful to interview. Open, thoughtful, and full of hard-won insight, and even offered to follow up on a tough question afterward. Kind, sharp, and incredibly forthcoming. Highly recommend. Thank you, Kevin!
MN
Mauricio N.
Jun 21, 2026
CPA Review Letter for Residential Mortgage
Quick and quality turnaround.
DA
DAVE A.
Jun 17, 2026
2 hours quickbooks polish
extremely thorough, responsive, and helped clean up my small business books during a complicated time. Dave made the process smooth and easy even when QuickBooks was messy. I really appreciate their expertise and attention to detail. Would definitely recommend them to any small business owner.
DU
Derek U.
Jun 16, 2026
Tax Advice for New Business
About Kevin
Former CEO & CPA | Strategic Advisor to Business Owners
100%
Job Success
1
contract in progress
Scottsdale, United States - 12:37 am local time
Most advisors give advice. I've actually built and run businesses.
I'm a CPA with 35 years of experience, former CEO of a 60-person accounting firm, entrepreneur, author, and strategic advisor. Throughout my career, I've helped business owners grow companies, raise capital, acquire businesses, improve profitability, reduce taxes, and create long-term wealth.
I believe business owners need more than compliance. They need a trusted sounding board.
My experience includes:
✔ Former CEO of a $6M accounting firm
✔ Author of Tax Credits Are Sexy
✔ Raised capital and completed multiple acquisitions
✔ Recovered $100M+ in Employee Retention Credits
✔ Delivered over $2M in annual savings for a $15M healthcare company
✔ 35 years serving healthcare, real estate, nonprofits, and growth companies
Services I provide:
• Strategic Advisory & CEO Support
• Tax Planning and Tax Reduction Strategies
• Fractional CFO and Controller Services
• Business Acquisitions and Growth Planning
• Leadership and Accountability
• AI Implementation and Process Improvement
• Financial Analysis and Profitability Reviews
• Tax Credits and Incentive Strategies
I work best with entrepreneurs and business owners who want more than just another accountant. My goal is to help clients grow their businesses, increase profitability, and create lives they don't need a vacation from.
Send me a message and let's discuss your goals.
Steps for completing your project
After purchasing the project, send requirements so Kevin can start the project.
Delivery time starts when Kevin receives requirements from you.
Kevin works on your project following the steps below.
Revisions may occur after the delivery date.
Behind-the-Scenes Review
I’ll conduct a full audit of your tax returns and compensation structure, identifying missed deductions, overlooked strategies, and restructuring opportunities.
Schedule Your Live Zoom Call
We’ll book a 30-minute recorded strategy session. I’ll walk you through the results, what your CPA missed, and give you at least 3 actionable ways to reduce your future tax liability.