Your accountant filed it. But did anyone actually read it?
Stop Wondering If You're Overpaying the IRS.
A licensed CPA prepares your business return and reviews it with you, before anything is filed — and as part of your tax prep, reviews last year's return for the errors and missed deductions a volume preparer left behind, at no additional cost. In-house, no offshore, answers in one business day.
You're in.
A licensed CPA will reach out within one business day to schedule your consultation. Prefer to talk now? Call 443-212-8019.
A cheap return isn't cheap. It's the most expensive thing a business owner buys — paid for in missed deductions, overpaid tax, and the audit risk no one warned you about.
You're not getting a CPA. You're getting a pipeline.
Most business owners never find out what their return cost them — until someone finally reviews it.
You can't reach them after April
One annual touchpoint, then silence — right when a mid-year question could save you thousands.
You don't know who prepared it
Junior or offshore staff ran your return through software. No CPA ever truly reviewed the result.
You suspect you're leaving money behind
Wrong entity setup, misclassified expenses, deductions skipped — and no one's looking for them.
When you prepare your business taxes with Pocket CPA, a licensed CPA also reviews your most recent return — included at no additional cost. Here's everything that review covers:
- Line-by-line prior-year return reviewEvery form checked by a licensed CPA $495
- Missed-deduction & error findingsWhat your last preparer left on the table $350
- Entity & reasonable-comp checkAre you structured to minimize tax? $495
- Tax Return Review CallReview your return with a CPA before filing $250
- 1-on-1 CPA consultationTalk to the professional, not an intake rep $250
The 100% No-Obligation Promise
You get a consultation with a licensed CPA and a written fee quote before you commit to anything or pay a dollar. No pressure, no obligation — and if we're not a clear upgrade over what you have now, you've lost nothing but a conversation.
A simple, secure process.
Upload your documents securely
Use our secure client portal from your browser or mobile app to upload your prior-year return and requested tax documents. No back-and-forth email chains. No scattered attachments. Just one organized place for everything.
Your return is prepared with CPA oversight
Once your documents are received, Pocket CPA prepares your business and personal tax returns with a focus on accuracy, completeness, and the details that matter for business owners.
We review your numbers, look for inconsistencies, and make sure the return reflects your business activity properly.
We review the return with you before filing
Before anything is submitted to the IRS, we walk through the return with you so you understand your numbers, your tax result, and what is being filed.
Nothing goes out without your review and approval.
The difference is who's accountable for your return.
Reviewed with you, before filing
A licensed CPA walks through your completed return with you, line by line, before it's submitted. Nothing gets filed that you haven't seen and understood.
Last year reviewed — at no extra cost
As part of your tax prep, a CPA reviews your prior-year return for errors and missed deductions. Included with your engagement, with no separate charge.
In-house, and reachable all year
Your financials never leave the firm — never offshore — and you get answers in one business day, not just in April.
What happens when a CPA actually reads it.
"I had the same return filed wrong for three years. Pocket CPA caught every issue on the first review, amended what needed fixing, and filed clean. I finally feel confident about my taxes."
"The responsiveness alone is worth it. I get answers the same day. My previous firm went silent for weeks during busy season — not acceptable when you run a business."
"Multi-state filings, K-1s, complex entity work — my return is genuinely complex. Pocket CPA handles it with a level of precision I haven't found anywhere else in twelve years."
The honest answers.
Is the prior-year review really included at no extra cost?
Will a real CPA handle my return?
Isn't switching accountants a hassle?
What if my books are a mess?
Do you work with owners outside Maryland?
What does tax prep cost after the review?
See what your last preparer missed.
Book your consultation. Prepare your taxes with us and your prior-year return review is included — at no additional cost.
$1,840 in review value · included with your tax prep · written quote before any work