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We offer a free review of your tax refund or balance due from information you provide us.  In order to maintain strict confidentiality, we do not ask for your full name, address, or social security number when preparing this review.  If you are an existing client please identify yourself in the comment section of the general info page so we can provided you extra value added services exclusive to existing clients.

In order to qualify for the free tax return review, you must be required to file a U.S. individual income tax return and have a valid e-mail address.  Each document you submit from this web-site must contain an entry for your e-mail address, which will be used as your account number. 

Please understand that the results we provide are estimates just as if you were to complete your returns on an online tax preparation website.  The difference is that a professional tax preparer will contact you and offer ways for you to maximize your tax savings just by asking additional questions that the computer or "The Box" can't ask you.  The real work of saving you taxes comes when our consultants work directly with you one on one via a telephone conference to complete your returns, if you so choose.  We will give you a cost estimate to complete and electronically file your returns.  If you decide to utilize our services, we can get started right away at getting  the best results for your federal and state tax returns.

To begin, you must complete all the page links in the following table marked as required and all other pages that apply to you for this tax year.  (If you wish to take an easier route instead of entering data on-line, you can simply fax all related forms and documents to our secure fax line 1-888-382-1040 which resides at my desk.  Just include a cover page that provides us with necessary contact information - Christopher Estrada, owner) :

Page Link To Click Description of Page Links
General Info General Information Page (Required)
Form W-2 Wages Earned from an Employer
Form W-2G Income from Gambling Winnings
1099-INT Interest Income Earned
1099-DIV Dividend Income Earned
1099-B Proceeds from Sale of Stock, Bonds, and other investments
1099-G Income Received from Governmental Agencies (refunds, unemployment, etc.)
1099-R Income From IRA's and other retirement accounts
1099-MISC Other Miscellaneous Reported Income
Other Income Other Taxable Income Not Reported Elsewhere (Required)
Deductions Deductions That You Wish to Itemize
Finished Confirmation Confirmation that you agree to the terms of this free Tax Review (Required)

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