3 Back 3 Forward Tax Reduction Analysis

A Part of The One Wealth Map Group of Companies

This is only a pre-qualification to determine if we can help you save more money than our fee. By uploading your tax returns we are not agreeing to the Tax Reduction Plan (3B3F) and we are not legally engaged with you to dispense any tax advice. Only after our Tax Department has reviewed your situation can we make an offer of engagement or a declination to engage.

While we strive for a three business day turnaround time, our Tax Departments workload during tax deadlines (April and October) may extend the period to complete the analysis.

This form is designed to upload your past three years of business and personal tax returns. H&H Tax and Business Advisors is a Registered Firm with the IRS and we cannot advise on taxes if you are currently under Federal or State Audit and or have any outstanding tax liens or tax debt.

Please upload your entire return. We cannot do a preliminary assessment from a tax summary report without the supporting statements. If you have depreciation schedules or loan schedules please upload as these are some of the areas we will be reviewing.

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