Look-Back Screener: Four Quick Questions

Built for farm and ranch owners, including recent land buyers, and for high-income earners. Answer four quick questions and see what a free two-year look-back would cover for your situation. No numbers and no guesswork: just a clear next step.

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.

Look-Back Screener

For farm and ranch owners, including recent land buyers, and for high-income earners. Answer four quick questions and we'll show you what a free two-year look-back would cover for your situation. No numbers and no guesswork: just a clear next step.

1. What best describes you?
2. When did you last buy land, a business, or investment property, or see a big change in income?
3. Do you work with a CPA or tax preparer?
4. Has anyone other than your preparer reviewed your last two returns?

Here's what your free two-year look-back would cover.

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.

For your situation, we would look at:

    We won't quote a number before we've reviewed your facts, and we'll tell you plainly if nothing deserves a deeper look.

    Request My Look-Back

    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.

    Disclaimer

    This screener does not calculate or estimate any deduction, credit, or tax amount, and it does not decide whether any strategy applies to you.

    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.

    DeepYield is a second set of eyes, not a replacement for your CPA. Any discussion of U.S. federal tax matters on this website is not intended or written to be used, and cannot be used, to avoid penalties under the Internal Revenue Code or to promote, market, or recommend any transaction or matter to another party.

    Want a more detailed look first? Take the 90-second quiz: farm and ranch or high-income.

    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.

    Is this a fit for a conversation?

    If you own farm or ranch land, or you have significant W-2, business, or investment income, a free two-year look-back is usually worth a conversation. We won't say whether any strategy applies until we've reviewed your facts.

    Already have a CPA?

    Good. We are a second set of eyes, not a replacement for your CPA. Your CPA stays your CPA.

    What does it cost?

    The look-back is free, with no obligation. If a deeper review makes sense, we quote it in writing first.

    What happens on the call?

    1. We review your last two returns for you before the call.
    2. On the call, we walk you through specific tax strategies you aren't using but could, and what each could mean for you.
    3. No obligation. You and your CPA decide what, if anything, comes next.

    Time and documents

    30 minutes by video call, once your look-back is done. We'll let you know which documents we need.

    Request My Look-Back

    Shanyn Stewart is an Enrolled Agent, enrolled to practice before the Internal Revenue Service. DeepYield LLC, 4306 Yoakum Blvd, Suite 170, Houston, Texas 77006.

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