The signature first step

Before we work together, we look under the blacklight.

The Blacklight Review is a paid diagnostic of your last two years of returns and your current books. You leave knowing exactly where you stand, whether or not you decide to work with us.

$750, credited to your plan if you move forward.
Why it exists

We don’t take clients blind.

Most firms quote you a price before they have any idea what your books and returns actually look like. We think that is backwards. The Blacklight Review is how we understand your real situation first, so any work we propose is grounded in fact instead of guesswork.

It is the same diagnostic we would run on ourselves: two years of returns and a detailed view of your books, examining what is wrong, what is exposed, and what is being left on the table. You get the full picture in writing. What you do with it is up to you.

In short

A clear read on where you stand.

No commitment to a plan, no obligation to continue. The Blacklight Review stands on its own, and the findings are yours to keep.

  • + Required before any engagement
  • + Turnaround in two weeks
  • + Delivered in writing, walked through live
What we examine

Two directions at once.

We look for what could serve you and what could cost you, in the same pass.

Offense

What you may be missing.

We examine every legal advantage available to a business like yours, then tell you which ones actually fit.

  • + Deductions and credits you qualify for
  • + Entity and compensation structure
  • + Timing and planning opportunities
  • + An honest read on what does not apply to you
Defense

Where you are exposed.

We trace your filed positions and your books for the things that draw scrutiny or signal risk.

  • + Disconnects between your returns and your books
  • + Errors, omissions, and underreported income
  • + Positions that are thinly documented
  • + Your overall audit-risk exposure
What you walk away with

A picture, not a sales pitch.

1

An audit-risk score

A plain read on how exposed your last two years are, and the specific issues driving it.

2

A findings report

Every issue we surfaced, written out clearly, with what it means and what we would do about it.

3

An opportunity summary

The advantages worth examining for your situation, and an honest opinion on the ones that do not fit.

4

A clear recommendation

Whether we think we can help, what that would look like, and what it would cost. No pressure either way.

You leave with something concrete.

Even if you never become a client, you keep the score and the findings. That is the point: you should know where you stand before anyone asks you to sign anything.

Example audit-risk result
MODERATE RISK
Potential savings found$24,500
Exposure if audited$18,200
Issues identified11
$750, credited to your plan if you move forward
How it works

From application to answers.

1

Apply

A short application tells us about your business so we can confirm we are a fit.

2

Share

You send your last two years of returns and access to your books through a secure request.

3

Review

We run the diagnostic within two weeks, and prepare your score and findings.

4

Decide

We walk you through everything. Move forward and we onboard you, with your fee credited. If not, the report and the clear picture are yours to keep.

The fee

Simple, and it works for you.

The Blacklight Review is $750. It is not a deposit and not a sales call dressed up as a service. It is real work that produces a real deliverable.

  • + Credited in full toward your plan if you move forward
  • + Replaces a separate onboarding or setup fee
  • + No obligation to continue, and the findings are yours
The Blacklight Review
$750
See your business in a different light.
Common questions

Before you apply.

Do I have to sign up for a plan after The Blacklight Review?

No. The Blacklight Review stands on its own. You keep the score and the findings whether or not you continue, and there is no obligation either way.

What do I need to provide?

Your last two business and personal returns, and access to your current bookkeeping. We send a secure request for your documentation with everything spelled out.

How long does it take?

The Blacklight Review is complete within two weeks of receiving your documents.

What if you find we are not a good fit?

We will tell you plainly, and we will still hand you the findings. We would rather pass than take on work we cannot do well.

See where you actually stand.

Start with a short application. If we are a fit, The Blacklight Review is the first step, and it is built to leave you better informed no matter what you decide.

Start with The Blacklight Review