Your tax return says more about your retirement than any brochure we could hand you. Send us your most recent return and Jason will send back three observations about your retirement, your taxes, and your giving. On video, and on paper. Free, and nothing to schedule.
Not a sales packet. Not a "complimentary consultation" that turns into a pitch. Two things, made for you:
On paper
Three observations from your return, in plain English. Things worth a closer look, like a Roth conversion window you may be sitting in, giving that could be structured better, or a QCD opportunity going unused.
On video
Jason walks you through all three observations on camera, the same way he'd explain them across the table. Watch it twice, show your spouse, forward it to your CPA. It's yours.
The short form below takes about a minute. Name, contact, and where you are on the road to retirement.
Within one business day, Jason emails you a private, encrypted upload link just for you. Never email your tax return to anyone, including us. If you do, we'll delete it and send you the secure link.
Your one-page review and video arrive by email. If you'd like to talk through what to do about any of it, there's a link for 15 minutes on Jason's calendar. No cost, no pitch. And if you don't, that's fine too. The review is yours either way.
We take five of these each month. Every review is done personally by Jason, a CFP® professional and Enrolled Agent, not by software and not by a junior analyst. Five a month is what it takes to do them well. If this month's spots are taken, you'll be first in line for the next one.
We're a niche firm on purpose, and this review is built for the people we serve best:
You're retired, or within about five years of it
You've saved well, and now the questions are about taxes, income, and giving
Charitable giving is part of your life, or you want it to be
If retirement is still a long way off, you'd get limited value from this today. Start with GivMoar instead, and come back when it's closer.
Do not attach or upload your tax return here. After you submit, Jason will personally email you a private, secure upload link. Your information is never sold or shared, and your return is handled through encrypted, professional-grade tax software.
The tax return review is an educational service provided at no cost and with no obligation. It offers general observations for your consideration and is not individualized tax, legal, or investment advice, and it does not establish an advisory relationship. Please consult a qualified professional before acting on any observation. Investment advisory services offered through Demland Wealth LLC, a state-registered investment advisor in Ohio & Indiana.