The 40-Point Return Review
We re-examine your last return against 40 commonly missed strategies — entity structure, retirement stacking, home office, vehicle, family payroll, and more.
Albuquerque · Built for small business owners & contractors · 650+ businesses
Most business owners overpay taxes — not because they cheat themselves, but because their preparer only files history instead of planning the future. Daniel Ortiz, CPA reviews your last return free and shows you the money.
Free review slots this quarter close in:
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Confidential · No obligation · Licensed CPA firm
A tax return records what already happened. Tax planning changes what happens next. That gap is where your money leaks.
We re-examine your last return against 40 commonly missed strategies — entity structure, retirement stacking, home office, vehicle, family payroll, and more.
S-corp vs. LLC vs. sole prop isn’t academic — the wrong structure quietly costs owners five figures a year in self-employment tax alone.
Quarterly planning sessions, proactive estimates, and a CPA who answers in hours — so December decisions don’t become April regrets.
Stop stitching together a bookkeeper, a payroll service, and a tax guy who’ve never spoken to each other.
Just your most recent business and personal returns. Upload them securely after booking — the debrief call takes 30 minutes and you keep the findings either way.
$11,400 is the average first-year finding across new clients — some find less, some find multiples of it. Entity restructuring and retirement stacking drive most of it. Your number depends on your facts, which is exactly what the review determines.
No. Plenty of clients keep their bookkeeper and use us for planning and filing only. If your books need rescue work, we’ll tell you honestly.
Flat monthly packages — no hourly meters, no surprise invoices for a phone call. Exact pricing comes with your review debrief, sized to your business.
30 minutes with Daniel Ortiz, CPA. Worst case: confirmation you’re optimized. Best case: five figures back.
Savings figures are historical averages, not guarantees; results depend on individual circumstances. Not tax advice until engaged in writing.