A real Enrolled Agent reviews your tax return — whether filed, on extension, or in draft — and delivers a clear, written tax review report with strategies your current preparer may not have had time to focus on. Keep your accountant. Add a second opinion.
Flat fee. No sales pitch. Keep your existing accountant — that's fine, and we mean it.
Tax preparers work under pressure to file accurately. Tax planning — the proactive strategies that reduce what you owe — often gets skipped during filing season. That's exactly the gap we fill.
You bought yourself time before your final deadline. Use it to understand your full picture before you write that check.
Schedule C filers who had a surprise tax bill and want to know what deductions and strategies apply going forward.
Your entity should be saving you money. If you're not sure whether it is — or how much — this review will tell you.
Rental property owners wanting clarity on REP status, short-term rental strategies, or depreciation elections.
Shopify, Amazon, and Etsy sellers who need guidance on entity structure, home office, and deduction strategy.
You crossed into self-employment for the first time and your tax situation just changed. Let's map it out now.
Simpler situation? If you have a straightforward W-2-only return with no business activity, the $97 Tax Quick Scan is still a great fit — you may be surprised what your return reveals. Anyone requiring IRS audit representation or active collections help should contact us about a separate engagement.
No in-person meetings. No lengthy back-and-forth. A clean professional workflow from payment to delivery.
Select the report tier that fits your situation — $97, $297, or $497. Secure payment via Stripe. Instant confirmation.
10 short questions about your goals, concerns, and financial situation.
You'll receive a professional engagement letter to e-sign. This confirms the scope of your review and protects both parties. Required before work begins.
Receive a personal SOC2-compliant secure upload link. No email attachments — ever.
Your Enrolled Agent personally analyzes your return using professional tax planning tools, reviews all findings, and prepares your written Tax Review Report.
Delivered securely within 48–96 business hours with a full written action checklist.
Every report is personally reviewed by a licensed Enrolled Agent. Choose the level of depth that fits your situation. All tiers delivered within 48–72 business hours.
A fast, EA-reviewed diagnostic of your filed 2024 or 2025 tax return. See what your return reveals and what strategies were available to you. No full memo, no scenarios — clear findings fast. Your $97 applies toward any upgrade.
Your complete federal tax picture, EA-written findings, forward-looking 2025 strategies, and a written action checklist — everything you need to hand your tax preparer and implement before year-end.
Everything in the Clarity Review — plus scenario modeling, Roth projections, multi-state tax analysis, and a personalized EA video walkthrough of your specific findings. The complete advisory experience.
Started with the $97 Quick Scan? Your payment applies toward any upgrade. Contact us to upgrade →
Based on your actual tax return, tax transcripts, or draft return — your Tax Review Report presents reasonable, IRS-supported tax planning strategies and available credits or deductions specific to your situation, with real numbers and clear next steps you can take directly to your tax preparer.
A clear breakdown of your income, deductions, credits, and effective tax rate — visualized so you can actually understand your picture at a glance.
Specific strategies your return reveals — deductions you may have missed, elections available to you, and timing decisions that could reduce your liability.
Every recommendation includes a clear action, a deadline, and who owns it — so you know exactly what to do and when to do it.
See how changes — a retirement contribution, additional income, an entity election — would shift your tax liability before year-end. Included in both the Clarity Review and Strategy Session.
Your report is delivered through an encrypted, professional-grade portal — the same standard used by major accounting firms. Never email.
The $497 Strategy Session includes a personalized recorded video walkthrough of your specific report — so you can watch, rewatch, and share it with your accountant. Available now.
This report is not a replacement for your current preparer. It is a second opinion and tax advisory review — the kind your accountant doesn't always have time to deliver during filing season when their focus is accuracy, not strategy. Take this plan to your preparer. Implement what makes sense with their guidance. The goal is to optimize your available tax credits, deductions, and legal tax strategies within IRS guidelines — including provisions under the One Big Beautiful Bill Act — not to replace the professionals already in your corner.
The $497 Tax Strategy Session includes everything in the Clarity Review — plus a personalized recorded video where your EA walks through every finding in your specific report. Watch it, rewatch it, share it with your accountant.
No scheduling. No calendar coordination. Delivered within 96 business hours alongside your written report.
Get My Strategy Session — $497 →Or start with the $297 Clarity Review — written report only, delivered in 48–72 hrs.
Please only complete this form if you have already purchased a package above. If you haven't yet, choose your tier here →
This intake form is required before your EA can begin your report. It takes approximately 5–8 minutes to complete.
These are actual discoveries made during EA reviews — the kind of things that never show up on a standard tax printout.
Your return may have findings like these waiting. An EA review costs $97. What it finds could be worth multiples of that.
Get Your Review — From $97 →Nature of Service: The Tax Clarity Review is a tax advisory and planning service. It is not tax return preparation, tax return amendment, legal advice, financial planning, investment advice, or IRS representation. Armi Accounting is an Enrolled Agent-led tax practice. We do not perform audit, review, compilation, or attestation services.
Basis of Advisory: All recommendations and findings are based solely on information provided by the client and are subject to stated assumptions at the time of delivery. This report represents one professional perspective and is not the only possible interpretation of your tax situation. Tax outcomes depend on final facts, changes in applicable law, and client execution of recommended strategies. Armi Accounting makes no guarantee of specific tax savings or results. Clients are strongly encouraged to discuss all recommendations with their existing tax preparer before taking any action.
Circular 230 Notice: This advisory service is subject to the requirements of IRS Circular 230, Section 10.37 (Requirements for Written Advice). Reports are intended solely for the use of the individual client to whom they are addressed and may not be relied upon by any other party for any purpose.
Recommendation: We strongly encourage all clients to review this report with their current tax preparer prior to implementing any recommended strategy. This report is a planning tool and second opinion — not a replacement for your existing professional tax relationships.
Data Security: All client information is handled in accordance with our Written Information Security Plan (WISP), compliant with the Gramm-Leach-Bliley Act (GLBA) and IRS Publication 4557. Information is transmitted and stored using SOC2-compliant secure systems only. No sensitive documents are accepted via email.