How it Works
1. Tell me about your situation
Fill out a 2 minute form about your income, business, and goals.
2. Securely Upload Last Year's Return
I use encrypted upload and review your return like I would for a paying client
3. Get your custom video in 2 business days
I send you an 8-10 minute walkthrough + a simple summary of potential savings and next steps
I'll review your last tax return and send you a short custom video showing 2-5 specific ways you can reduce you tax bill next year.
What You'll Get (For Free)
1
A clear answer on whether you're likely overpaying in taxes
2
2-5 specific strategies you could use next year (entity, deductions, timing, etc.)
3
A Simple written summary you can keep.
Who is this for?
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W-2 Earners with side income or 1099 work
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Solo business owners / freelancers
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Small businesses who haven't had proactive tax planning
FAQ
"Is this a live call?"
No. This is a recorded video review. You can watch it at anytime.
"How long does it take?"
You'll get your video within 2 business days of uploading your return.
"Why is this Free?"
Most people have never had a proactive tax review. This lets you see how I work. If you want me to prepare and plan your taxes after that, we can talk. If not, you still keep the recommendations.
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
Get My Free Tax Savings Checkup
Fill this out to see if you're a good fit. Takes 60 seconds
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 Tax Savings Checkup will show you real opportunities or we'll just part as friends