15-Min Tax Savings Snapshot

See Exactly What You Left On The Table Last Year

For individuals and small business owners who filed last year and suspect they're paying more tax than they should

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.

Eiher 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

Enrolled Agent Licensure - Bound by IRS Circular 230
Bachelor's of Business Administration in Accounting
Secure client portal for document upload

File With Confifidence: My Guarantees to You

Accuracy Guarantee: If I make an error on a return I fie, I pay the penalties and Refile free
On-Time Guarantee: If a miss a filing deadline that's my fault, I pay the penalties and refile free
Value-First Promise: Your 15 Minute Snapshot will show you real opportunities or we'll just part as friends