For high-income earners and business owners
Two-Year Look-Back Quiz
Higher incomes come with more rules, and more choices inside them: the basis on equity compensation, the Section 199A deduction for pass-through income, cost segregation on real estate, the timing of a sale. Answer eight quick questions (about 90 seconds, no numbers needed) and see which topics on your last two returns are worth a closer look in a free two-year look-back.
Topics worth a closer look in your free review
This list reflects your answers only. It is not an estimate of any amount, and it does not mean any strategy applies to you. That can only be decided after we review your facts.
Your free two-year look-back is a review of your last two years of tax returns, done for you, then a 30-minute call to walk through what we found. We go looking for what's missing. Under IRC §6511, refund claims on amended returns have a deadline, generally three years from filing or two years from paying the tax, whichever is later, so it makes sense to review recent years now. No cost, no obligation.
Results depend on your specific facts. No outcome is guaranteed. This is general information, not tax advice; advice is provided only under a signed engagement.
Results depend on your specific facts. No outcome is guaranteed. This is general information, not tax advice; advice is provided only under a signed engagement.
About this quiz: it calculates no amounts and doesn't decide whether any strategy applies to you; your answers stay in your browser. DeepYield is a second set of eyes, not a replacement for your CPA.