WHAT IT IS
Your return, read by the person who would do the planning.
No cost and no obligation. You don't have to hire us, and your current tax preparer stays your preparer unless you decide otherwise.
What to expect
A review, not a pitch. You'll hear what we see in your returns, whether or not you hire us.
Your returns stay in our secure client portal and are used only for your review.
We take four reviews a month, so each one gets real attention.
What you get
01
Three to five opportunities
Specific to your returns and your business, not a generic checklist.
02
In plain English
What each one is, why it applies to you, and what it would take to act on it.
03
Timing first
Most of what lowers this year's tax has to happen by December 31, so we start there.
04
A one-page summary
Sent through your secure client portal after the call.
Is this for you?
✓
You own the business, alone or with partners.
✓
Your total income tax last year was six figures or more.
✓
You'd rather plan before December than find out in April.
✕
Not a fit if your tax bill is under six figures. Book a 15-minute call instead and we'll tell you what would help most.
HOW IT WORKS
Four steps
Request
Confirm
Review
Call
Request a review. Within one business day we confirm and send a short review letter to sign and a secure link for two returns. Matthew reviews them personally. Then a 30-minute call with three to five opportunities, and a one-page summary after.
Who we are
Powell United Financial Services is a Houston tax planning, tax preparation, and bookkeeping firm. Matthew Powell is enrolled to practice before the Internal Revenue Service.
Disclosures
The Owner Tax Review is a no-cost review of last year's returns under a short review letter. It is not tax preparation or an ongoing engagement, and you are under no obligation to hire us. Secure technology, including AI tools, helps us analyze documents; Matthew personally reviews everything. Matthew Powell is enrolled to practice before the Internal Revenue Service.