FIND OVERLOOKED OPPORTUNITIES WITH A PROFESSIONAL TAX REVIEW
Owe more taxes than you felt comfortable with?
Ensure Your Taxes Are Accurate and Take Advantage of the Deductions You Are Entitled To
LEGACYSCULPT™ Tax Review
What do you receive?
Accuracy: We review your tax returns to identify any errors or missed opportunities.
Savings: We ensure you're not leaving money on the table by checking for all eligible deductions and credits.
Peace of Mind: Get the confidence that your taxes are done right, avoiding potential IRS issues.
Avoid Surprises: Dial in your tax withholdings now to avoid being surprised when you file.
How do you get started?
Click Schedule Your Tax Review below
Meet with our team to discuss your tax filing
We review your documents.
Receive your report and schedule your follow up.
How much does it cost?
Option 1: Basic Review: $150
Perfect for straightforward returns. Dial in your withholdings.
Option 2: Comprehensive Review: $350
Complex returns with multiple sources of income, investments or deductions.
Option 3: Comprehensive Review PLUS Ongoing Tax Planning: Custom Pricing
Tailored to your specific needs both now and throughout your life.