Maximize Your Tax Refund
Get Every Dollar You're Owed

Most people leave $2,000-$8,000 on the table every year. Our tax strategists find what TurboTax and most preparers miss.

Top Deductions That Maximize Your Tax Refund

Home Office

$5/sq ft simplified or actual expenses. Even partial use qualifies if the space is exclusively for business.

Vehicle Mileage

67 cents/mile (2024). Business driving, client meetings, site visits — all deductible with a mileage log.

SEP-IRA Contributions

Up to $66,000/year for self-employed. Every dollar is fully deductible — the single biggest refund lever for high earners.

S-Corp Election

LLCs netting $50,000+ save $5,000-$15,000/year. We identify candidates and handle the election.

Self-Employed Health Insurance

100% deductible above the line for you, spouse, and dependents.

Qualified Business Income (QBI)

Up to 20% deduction on pass-through business income. Most software calculates this incorrectly.

What Most Preparers Miss — And We Find

Frequently Asked Questions

What is the maximum refund I can legally get?
Your max refund depends on deductions you qualify for. A professional review typically uncovers $2,000-$8,000 in additional deductions. Common misses: home office, SEP-IRA, S-Corp election, and QBI.
How does a tax strategist get more than TurboTax?
Software asks yes/no questions. A strategist reviews your whole financial picture and finds deductions that require professional judgment to identify and calculate correctly.
What are the best deductions for self-employed?
Home office, vehicle mileage, health insurance premiums, SEP-IRA (up to $66,000), continuing education, QBI deduction up to 20%, and contractor payments.
Is it worth paying a tax professional?
Almost always. Our fees start at $350. If we find $2,000 in missed deductions at a 22% bracket, that is $440 in your pocket — plus peace of mind.

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