We'll review your last two years of returns and consult with you — completely free. If your preparer missed money, it's often still recoverable. If they didn't, you'll know you're in good hands. Either way, you win.
⏳ We accept 10 free reviews per month so each one gets real expert hours — not a software scan.
Upload your last two years of returns through our secure, encrypted portal. Takes five minutes — no appointment needed.
A 45+ year EA team reviews line by line — deductions, credits, entity structure, depreciation, and the strategy behind it all.
We walk you through exactly what we found, what it's worth, and your options — including whether it's still recoverable. No pressure, no obligation.
Then you've confirmed — for free — that you have a great advisor. We'll tell you that straight, shake your hand, and you'll know exactly where you stand. That's the whole deal. No BS is literally our brand.
"Kevin is the most knowledgeable tax professional I have ever dealt with. He took extra time to answer my questions and left me feeling confident. Highly recommend."
"This is my second year with Velocity and could not be happier. My sessions with Kevin are super informative and helpful for future planning — and very inexpensive for the level of service."
"Kevin was such a pleasure to work with and extremely knowledgeable. He was such a HUGE help to us this tax season. They make you feel confident and taken care of."
Fill this out and we'll reach out within one business day with secure upload instructions and a consult time. That's it — no card, no commitment, no fine print.
Because it's the best introduction we have. Some people we review become clients — that's the honest business reason. Many don't, and that's fine. Either way, you get a real answer about your last two returns from a team with 45+ years of EA experience, and we get to prove how we work.
No. You'll get specific findings — what was missed, what it's worth, and your options — whether or not you ever work with us. If your preparer did a great job, we'll tell you exactly that. No pressure, no follow-up spam.
Often, yes. Amended returns (Form 1040-X) can generally be filed up to three years from the original filing date. That's why we review two years — most of what we find is still within the window to recover.
Yes. Documents move through our secure, encrypted portal only — never email attachments. Your information is kept strictly confidential, and we never share or sell it. Ever.
Yes — and you won't get a lecture about it. All we need is the returns themselves; we don't need your books to be pretty to find what a preparer missed. If the mess runs deeper, cleanup is literally one of our services. We've untangled worse than yours.
Because a real review takes real expert hours. We'd rather do ten thoroughly than a hundred superficially. If the month is full, we'll reserve your spot for the next one.
