Extremely unlikely for self-employed individuals earning $50K+. But even if your current setup is already optimized, you'll still receive 3 actionable strategies tailored to YOUR specific goals—whether that's retirement planning, entity structure, deduction systems, or tax-loss harvesting.

Absolutely. All CPAs sign NDAs and confidentiality agreements. Your tax documents are stored on encrypted servers and automatically deleted 90 days after your session. We take data security seriously.

We offer a 100% money-back guarantee. If the CPA doesn't provide at least 3 clear, actionable strategies relevant to your situation, we'll refund your $249. No questions asked. (This has never happened—but we stand behind our service.)

This service is designed for: - Self-employed professionals earning $50K+ annually - Small business owners (LLC, S-Corp, Sole Proprietor) - Freelancers and consultants with Schedule C income - Anyone who feels their CPA "just files and disappears" - W-2 employees with significant side hustle income - People who upgraded from DIY software but want strategic advice

Ideal timing is May through November. You need enough time to IMPLEMENT the strategies before December 31st (when most tax moves must be completed). If you're reading this in December-April, you're too close to the current tax deadline. Wait until after you file your return.