Look-Back Screener: Four Quick Questions
We go looking for what's missing.
Whether you just bought farm or ranch land, run the family operation, or earn significant income, some questions deserve a close look. The screener below helps us understand your situation so a look-back can focus on the right questions.
How the Screener Works
Tell us what describes you, when you last bought land, a business, or investment property, and whether a second set of eyes has looked at your returns. You'll see what a free two-year look-back would cover.
The screener does not calculate any deduction, credit, or tax amount.
What Happens After You Request a Look-Back
We review your last two years of tax returns for you before the call, then walk you through specific tax strategies you aren't using but could. If something deserves a deeper look, we explain in writing what it would involve and cost before any work starts. If nothing does, we tell you.
