Business and household connections
Whether personal, business and state returns appear consistent, and whether business activity is reflected coherently on your personal return.
The Tax Return Diagnostic is a one-time review of three years of filed personal, business and state returns, with written findings, prioritized next steps and one results meeting.
No asset minimum. No investment transfer required.
Your returns get filed each year. But when did someone last look at several years together and explain how your business and household filings connect?
The business has changed
Ownership, income or retirement contributions have shifted. You want to understand how those changes show up in your returns.
The numbers raise questions
A deduction, tax bill or year-to-year change is hard to explain. You want to know whether it deserves a closer look.
You’re considering what comes next
Before committing to more extensive planning, you want a clearer factual starting point from what has already been reported.
We review your three most recently filed personal returns, plus relevant business and state returns. Depending on your circumstances, the review may examine:
Whether personal, business and state returns appear consistent, and whether business activity is reflected coherently on your personal return.
Material income, deductions, credits and tax elections that may point to overlooked opportunities or warrant closer analysis.
Whether losses, credits and other carryforwards appear consistently in later returns, and why tax treatment may have changed.
Repeated tax exposures, concentrated sources of income or gains, and patterns that can be missed when each filing is viewed alone.
Questions involving ownership, retirement contributions, depreciation, capital gains, estimated taxes or withholding, where relevant.
Where additional records, calculations or professional analysis are needed—and which topics belong in future tax planning.
You receive written findings, prioritized next steps and one results meeting to discuss what they mean for you.
Written findings
An organized view of notable items across your returns, with context to distinguish potentially important issues from routine entries.
Prioritized next steps
Know which items need clarification, additional analysis, a conversation with your tax professional or forward-looking planning.
One results meeting
Talk through the findings and the questions behind them so you can make an informed decision about any further work.
The Diagnostic looks back at what you have already filed. A Tax Plan looks ahead, evaluating planning opportunities and actions for your current and next tax year. You can start with either engagement based on your needs; the Diagnostic is optional, not a prerequisite.
Use a complimentary 20-minute introduction to discuss your questions and whether the Diagnostic fits. No documents needed.