Describe the architecture
Answer ten plain-English questions about what was reported, what changed, and what remains unclear.
Private · preliminary · judgment-first
A clearer way to decide whether your tax return deserves a second look.
In about three minutes, identify where complexity, change, or missing context may justify a focused professional review—without uploading documents or entering sensitive tax identifiers.
Educational screening only. Not a substitute for professional tax advice.
About three minutesOne focused question at a time
Useful before contactSee your result before entering personal information
Private by designNothing enters the submissions database without consent
01
How it works
A calm first pass
From uncertainty to a more informed next step.
The diagnostic is designed to help you ask better questions—not to manufacture a problem or produce a definitive tax conclusion.
Receive a useful result
See a directional classification, the themes triggered by your answers, why they may matter, and what to gather.
Choose your next step
Revise your answers, keep the summary, or request a professional second opinion connected to the result.
02
Your diagnostic
Before you begin
Ten questions. No documents. No personal identifiers.
Choose the closest answer based on what you know. You can move backward without losing your selections, and a short-lived secure session lets you recover after an accidental refresh.
Results appear before any contact form.
03
Where questions arise
Designed for thoughtful taxpayers
Complexity often lives between the forms.
A second look can be most useful when information crosses entities, advisors, jurisdictions, tax years, or major life events.
K-1s, rentals, or closely held businesses
When basis, distributions, ownership changes, or multiple entity filings feed into one return.
Trusts, estates, gifts, or family structures
When income-tax reporting intersects with transfers, separate filings, or family entities.
Multi-state or international questions
When residency, sourcing, credits, foreign assets, or separate information returns may matter.
A major transaction or unexplained result
When a sale, equity event, notice, move, or late document changed the year—and the explanation still feels incomplete.
04
What you receive
Useful before you decide
A result you can understand without a tax glossary.
A plain-English level that avoids pretending an automated screen can reach a formal conclusion.
The principal issues connected to your selections, with a clear explanation of why each may matter.
A practical, non-sensitive list of information that could make a professional conversation more efficient.
A connected second-opinion request that carries your result forward without making you repeat the diagnostic.
05
Trust & privacy
Deliberately limited intake
Share less until there is a reason to share more.
The public diagnostic asks for categories, not tax identifiers, account details, dollar amounts, or documents. Contact information is requested only if you choose professional follow-up.
Read the privacy notice →No sensitive uploads
Document collection is outside the public diagnostic and ordinary email.
Consent before retention
A database record is created only when you submit and consent to a second-opinion request.
Protected operator view
Submitted records are available through a sign-in-gated owner dashboard.
Clear professional boundaries
A request is not an engagement and does not create a professional-client relationship.
06
Second opinion
Already know you want to speak?
Request a second opinion without searching for the next step.
Complete the brief form now, or take the diagnostic first so the request arrives with a structured result. Either path begins with fit and scope—not an automatic engagement.
07
FAQ
Before you begin
Direct answers to reasonable questions.
Does the diagnostic determine whether my return is correct?
No. It does not inspect a return or source documents. It identifies themes that may make a focused professional conversation worthwhile.
Do I need to upload my tax return?
No. The diagnostic does not accept documents and does not ask for dollar amounts, Social Security numbers, taxpayer IDs, bank details, or passwords.
Will I see my result before sharing contact information?
Yes. The complete result appears first. Name and contact information are requested only if you choose to request professional follow-up.
What happens if I refresh by accident?
A short-lived, HTTP-only browser session can restore your selected option numbers and current question for up to four hours. It contains no name, email, tax identifiers, account data, or documents.
Does requesting a second opinion create an engagement?
No. A professional relationship begins only after fit, scope, conflicts, fees, and written engagement terms are separately accepted.
What if I may have a deadline?
Select the urgent timing option, submit the request, and independently contact a qualified professional. Do not rely on this site to pause or satisfy any deadline.
A thoughtful first step