You’ll complete an online document so your Revo team can get to know you and your situation.

We’ll review your federal and state returns from last year, if we didn’t prepare them.

We'll understand your current financial, business, and investment situation and how that impacts your tax opportunities.

Your Revo team will be available for follow-up questions. This access is not unlimited.

We can connect you with trusted partners, if needed.

Because a plan on paper doesn’t do anything, someone from your team will check in to make sure you are putting your plan in place.

Either virtually or in-person, your Revo team will use this meeting to dig deep and gather every detail.

We’ll review your federal and state returns from last year, if we didn’t prepare them.

We'll understand your current financial, business, and investment situation and how that impacts your tax opportunities.

Your team will review current pay stubs, financial, and investment details.

We’ll establish a baseline tax scenario to show what your tax outcome looks like without any planning.

Your team will develop scenarios based on the interests you expressed in the intake meeting. We run those side by side with your baseline so you can see the impact of strategic tax moves.

Want one of Revo’s two partners (Mike Pine or Kevin Schneider) directly involved in your tax planning? If they’re available, you can add one of them to your planning team.

Your Revo team will be available for follow-up questions. This access is not unlimited.

We can connect you with trusted partners, if needed.

Because a plan on paper doesn’t do anything, someone from your team will check in to make sure you are putting your plan in place.

A very basic and straightforward tax return goes through standardized preparation with fixed steps and tallies. This speeds up your overall preparation time and delivery.

Since preparation goes through standardized steps, it is easier to tally, and does not require as many levels of quality control and review. This, just like any other preparation, does not guarantee the absence of errors.

For individuals, this means income primarily from W-2s, 1099s, up to 2 K-1s, a maximum of 2 rental properties, and no major tax strategies. For businesses, it’s a year without major tax strategies, limited to $250,000 in assets and $250,000 in revenue.

Since the tax return is basic, covering typical assets or for a ‘maintenance’ tax year following one with an extensive tax plan, it’s not meant to leverage complex tax strategies.

The whole point of the Lite Tax Preparation package is to separate basic preparation which is standardized and quick, from extensive preparation which requires more analysis, detailed work, review, and quality control.

A comprehensive tax plan requires a great deal of preparation, reviewing and tallying due to complex strategies and loopholes being leveraged. This requires more details to work with and time taken.

Since complex tax strategies and loopholes are being leveraged, every step requires analysis, review and tallying. In addition, the tax strategy needs to be analyzed for planning how future returns should be shaped.

There is no limit to the number of your assets or amount or type of revenue, or investments. Creating tax returns for such a portfolio involves leveraging a comprehensive tax plan to cover all ends and create the best outcome for you in tax savings.

The Premium Tax Preparation Package ensures that the complex tax strategies, loopholes and other aspects of the tax code are strongly established and defended so that the comprehensive tax plan behind the preparation has the best chance of succeeding.

Financial freedom depends on financial goals being successfully achieved. At Revo, we believe that the IRC is the tool that allows you to leverage incentives built into the code to benefit your financial goals. The complex tax planning and preparation processes needed to do this to bring the best returns to you financially for the long term.