What happens on the free tax return review call?
Short answer
On your second call, we walk through your last tax return line by line, show you what could have been done better, and project your taxes for this year with and without strategy.
Otavio Mayole, Co-founder, DeCypher FinancialsUpdated
How the two calls work:
- First call. About 30 minutes. We ask a lot of boring finance questions about how you make money, your accounts and how you file today. If we can help, we book the second call. If we can't, we'll point you in the right direction.
- Before the second call. You upload your last federal return, with every page, through our secure portal at least 24 hours ahead. Our CPA, our creator success manager and a co-founder all review it.
- Second call. We recap your situation, show you how we work, and walk through your return marked up with what we'd change. Then we project this year's taxes, step by step: write-offs, home office, S-Corp, retirement. You see what each step could save.
- Your options. If it makes sense, we show you our plans.
Not comfortable sharing your return yet? We can walk you through an anonymized example from another creator instead.
If someone helps you make money decisions, like a spouse or parent, bring them. You don't have to decide on the call. Projections are estimates.
These are not guarantees. Every creator's situation is different.