Read the scope
Confirm that the client, tax period, residence, documents, and questions fit.
Straightforward pricing
One bounded Checkup. One fixed price.
Review the complete scope and exact terms before the service becomes available. This site cannot accept an order or payment.
One-time service
Tax Document Checkup
Document-readiness review for one eligible adult client's 2025 U.S. federal and Illinois document set.
Fixed price
$99
USD · one time
Included when the service becomes available
- ✓Up to 10 eligible common personal tax documents
- ✓Up to three written questions
- ✓A face-value staff check for apparent omissions, duplicates, wrong-year items, and obvious inconsistencies
- ✓One concise written checklist and next steps through authenticated staff chat
No tax-return preparation, filing, calculations, certification, representation, appointment, or ongoing support. Complete eligibility, timing, cancellation, and refund conditions are in the versioned service terms.
How it works
Know the boundaries before the service opens.
The Checkup follows the conditions in the exact versioned terms.
Wait for secure availability
This public site cannot accept an account, documents, terms acceptance, or payment.
Receive written next steps
When all terms are met, the service provides one concise checklist through authenticated staff chat.
Questions before it opens?
General availability questions are welcome.
Email dev@financials.tax without attaching tax documents or including sensitive information.
One bounded offer
$99 once, with the full terms available now.
No subscription, tax-return preparation, filing, appointment, or ongoing support is included.