I was ready to take on less work just to avoid paying more in taxes. They helped me recover $12K from a past return and showed me how to save over $30K moving forward. Completely changed how I think about growing my income.
Your Offer — May Only
A full tax return review, on the house.
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Free · 30-Minute Specialist Review
Your CPA filed it accurately.
But did they file it optimally?
We review your last tax return line by line — free of charge — and tell you exactly what was left on the table. If we find nothing, you lose nothing. If we find something, you'll wish we'd met sooner.
260+
Clients Nationwide
$7.1M
Client Tax Savings Secured
96yrs
Combined Experience
1,580
Returns Filed Since 2020
The Argument
Most tax returns at your income level are left thousands of dollars short.
Your CPA did their job. We do something different.
Here's the uncomfortable truth: most CPAs file, they don't plan. They take what you gave them, plug it in, check it twice, and send it. That's accuracy. Not optimization.
Missed depreciation elections. Poor entity structuring. Improperly claimed QBI. Real estate passive activity rules ignored. Section 179 left unused. Retirement contribution vehicles never recommended. These aren't exotic strategies — they're the basics that high-income filers routinely overlook because the person preparing their return was never paid to look.
We were. And we're willing to do it for free — once — to show you the difference.
What we look for
Six categories. One return. Zero cost to you.
01 / ENTITY
Structural Inefficiency
If you're filing a Schedule C or as a single-member LLC at higher income levels, you're likely overpaying self-employment tax by thousands a year.
02 / DEDUCTIONS
Missed Deductions
Home office, vehicle mileage, accountable plans, QBI — we look at what's claimed, what's eligible, and what's missing.
03 / DEPRECIATION
Asset Write-Off Strategy
With 100% bonus depreciation now permanent, the timing of asset purchases changes. Most prior-year returns never captured this correctly.
04 / RETIREMENT
Deferral Vehicles Ignored
Solo 401(k), Cash Balance Plans, Backdoor Roths. If your CPA never mentioned these, someone cost you real money.
05 / REAL ESTATE
Passive Loss Mishandling
Cost segregation, STR loopholes, real estate professional status — these must be elected correctly in the year they occur. We check.
06 / CREDITS
Credits Left Unclaimed
R&D credit, energy credits, WOTC, and a dozen others specific to your industry. Most CPAs default to the obvious ones.
Founder · Lead Accountant
Fabrice A. Metan, MBA
16+ years across construction, media, aviation, and real estate. Has held every accounting role from Financial Accountant to CFO, managing financials for businesses generating over $30M in revenue. Founded Simplify My Numbers in 2018.
$30M+ Books Managed
Senior Tax Accountant
David Long
22 years as a Revenue Agent at the IRS, auditing business returns. Managed the Wilmington and Dover Taxpayer Assistance Centers. 37 years of total tax and accounting expertise. If there's a hole in your return, he's seen it from the other side.
Ex-IRS · 22 YearsA simple question.
Are you sure the return you filed is the best you could have?
Free window closes in
28
Days
12
Hours
00
Minutes
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Seconds
Choose a time. It’s free.
No obligation. No card required.
The Process
Four steps. 30 minutes. A decision at the end.
01
Book
Reserve your 30-minute diagnostic. No card required.
02
Upload
Your last 1–3 returns, through our secure portal.
03
Diagnose
A professional review of what was left on the table — category by category, with an estimated savings range.
04
Decide
If the opportunity is real, we'll walk you through how we'd implement it as your planning team. Detailed strategy and execution are reserved for clients we work with directly.
Before You Book
Is this really free? What's the catch?
It's genuinely free. We review your return, quantify what's on the table, and show you whether it's worth taking action. If the opportunity is meaningful, we'll walk you through how we'd capture it together. If it's not, you walk away with clarity. No pitch, no pressure.
Do I get a full tax strategy from this review?
No. The diagnostic gives you a high-level breakdown of missed opportunities and an estimated savings range. Enough to know what's at stake. Detailed strategy and implementation are reserved for clients we work with directly.
What do I need to provide?
Your last one or two filed federal returns (1040 + relevant business schedules). That's it. You upload them through a secure portal after booking.
Why is it limited to $50K+ earners?
Below that threshold, tax planning rarely creates enough savings to justify advanced strategy work. We'd rather be honest about fit than waste your time.
How is my data protected?
Documents are uploaded through an encrypted channel and reviewed only by our team. We don't share, sell, or retain them beyond the review period unless you choose to engage us long-term.