You'll Walk Away With:
Clear Diagnosis
1-3 Specific Places You're Likely Overpaying
Estimated Annual Savings
A Conservative dollar range based on your actual numbers
Action Plan
Exactly what to change on this year's return (and how I can do it for you if you want help)
I designed this to be easy to consume and genuinely charge-worthy, not a fluffy PDF.
Why is this Free?
1. Most people have never had anyone proactively look for missed savings. When you see real money on the table, you’ll understand the value of doing taxes the right way.
2. A percentage of people ask me to handle their return or ongoing planning after the Snapshot. That’s how I grow my practice.
Either way, you keep the insights and the 1-page report.
How It Works
1
Share last year's return securely using my encrypted upload link
2
Join a 15 Minute call where I walk you through missed opportunities and your estimated tax savings
3
Get your tax savings snapshot as a 1-page PDF plus email summary, with a clear option to have me implement it for you.
Why People Trust Me (Zachary Linde) With Their Taxes
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Enrolled Agent Licensure - Bound by IRS Circular 230
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Bachelor's of Business Administration in Accounting
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Secure client portal for document upload
File With Confidence: My Guarantees to You
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Accuracy Guarantee: If I make an error on a return I fie, I pay the penalties and Refile free
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On-Time Guarantee: If a miss a filing deadline that's my fault, I pay the penalties and refile free
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Value-First Promise: Your 15 Minute Snapshot will show you real opportunities or we'll just part as friends