Get Started

Two ways in.
Both lead somewhere good.

Not sure which subscription tier is right for you? Start here. Both entry products are useful on their own — and a natural first step if you decide to move forward as an ongoing client.

Already a client? Log in to the Client Portal →
Entry Products

Pick your starting point.

Low barrier. High value. No obligation to go further — though most people do.

One-Time · 30-Minute Zoom
$49
One-time. No ongoing commitment.

Tax Clarity Call

"I have questions. I don't know where to start."

You're not lost — you just haven't had the right conversation yet. This is 30 minutes with Jerry, on Zoom, where you bring your questions and leave with clarity. Ask about your withholding, your side income, your S-Corp situation, your IRS letter — whatever's been sitting in the back of your mind.

This is for you if… You're not sure what you don't know, you've had a life change (new job, new business, marriage, kids, sold something), or you just want to talk to a real person before deciding whether to hire anyone.
  • 30-minute Zoom with Jerry — ask anything
  • Your questions answered honestly, including "I don't know, but here's what I'd look at"
  • Clear next steps — specific to your situation
  • Honest recommendation on whether (and which) subscription tier makes sense
  • $49 credited toward any subscription started within 30 days
Book Your Clarity Call — $49

Secure checkout via Stripe. You'll receive a Calendly scheduling link immediately after payment.

One-Time · 60-Minute Call + Written Plan
$99
Written plan within 48 hours.

Tax Review

"I want to know if I'm doing this right."

You get an hour with Jerry on video, then a written one-page Tax Review Action Plan emailed within 48 hours. Bring your last filed return and your questions — leave with specific findings about your situation and specific recommendations for what to do next. No vague advice. No filler.

This is for you if… You've been doing your own taxes (or using software) and want a real conversation with an Enrolled Agent. You suspect you're missing something. Or you just want a written plan you can actually act on.
  • 60-minute video call with Jerry — Enrolled Agent, federally licensed
  • Review of your last filed return + forward-looking strategy
  • Written one-page Tax Review Action Plan delivered within 48 hours
  • Yours to keep, share, or hand to next year's preparer
  • $99 credited toward any subscription started within 30 days
Request Your Tax Review — $99

Secure checkout via Stripe. Jerry will send your document portal link within one business day.

What to Expect

What happens, step by step.

No mystery. Here's exactly how each product works from start to finish.

1

Pay $49

Secure checkout via Stripe. Takes about 60 seconds. You'll get a receipt and a Calendly scheduling link right after.

2

Schedule Your Call

After payment, you'll get a scheduling link. Pick a 30-minute slot on Calendly that works for you.

3

30-Minute Zoom

Real conversation. Real answers. Bring your specific question and any relevant documents. If Jerry doesn't know something in the moment, he'll tell you and follow up.

4

Summary Email

Within 24 hours of the call, a written summary lands in your inbox — your answer in writing, yours to keep.

1

Pay $99

Secure checkout via Stripe. Takes about 60 seconds. Jerry will send your Intuit Link document portal within one business day.

2

Upload Documents

Jerry sends your secure Intuit Link portal. Upload your last 1–2 returns and supporting documents at your own pace — no scheduling required.

3

Jerry Reviews

Jerry does a thorough review — looking for errors, missed deductions, planning opportunities, and anything that needs attention.

4

Written Plan

Your one-page Tax Review Action Plan lands in your inbox within 48 hours of our call. Yours to keep, share, or hand to next year's preparer.

After Your First Step

Where most people go from here.

Neither product requires you to do anything else. But here's what usually happens.

After the Clarity Call

You'll know exactly what to do next.

About 70% of Clarity Call clients move to a subscription within 30 days — not because they feel sold to, but because the call answers the question "Is this worth it?" Pretty clearly.

  • If a subscription makes sense, Jerry will say which tier and why
  • If it doesn't make sense yet, he'll tell you that too
  • Your $49 applies toward any subscription started within 30 days
  • No pressure. No follow-up unless you want one.
View Subscription Tiers
After the Tax Review

You'll have a written plan — and a clear picture.

Your Tax Review Action Plan is yours to keep. If the findings point toward ongoing support, Jerry will include a tier recommendation in the plan itself.

  • Action Plan is specific to your situation — not generic advice
  • Includes a subscription recommendation if ongoing work makes sense
  • Your $99 applies toward any subscription started within 30 days
  • If nothing needs to change, the plan will say that clearly too
View Subscription Tiers
Common Questions

Things people ask before booking.

No documents required — this is a conversation, not a review. Bring your questions, your situation, and anything that's been on your mind. If you have a recent return or a letter from the IRS you want to discuss, you're welcome to share your screen, but it's not necessary.
Jerry reviews your most recent 1–2 federal and state returns plus any supporting documents you upload. He's looking for accuracy, missed deductions, planning opportunities, and any red flags. The Action Plan you receive covers specific findings — not generic tips.
Yes — if you start a subscription within 30 days of your entry product, the full amount ($49 or $99) is credited toward your first month. Jerry will handle this manually when you onboard. No coupon code needed.
As a branded PDF document — the Tax Review Action Plan template. It's organized by finding, clearly written, and designed to be something you can actually read and act on. Delivered via email within 5 business days of receiving your documents.
Probably not — one question usually opens up three more once you're talking to someone who knows what they're doing. But if it truly is just one quick question, email jerry@commontaxpro.com first. He might be able to answer it directly.
Absolutely — and it's one of the best uses of the Tax Review. Clergy tax errors are extremely common (housing allowance, dual status, SE tax) and often go unnoticed for years. A review can surface significant savings and reduce audit risk. Jerry has been a bivocational minister for over 30 years — he knows where to look.

Ready to skip the entry products and just get started?

If you already know what you need, you can go straight to a subscription tier. Book a free 15-minute call — Jerry will confirm the right fit and get you onboarded.


Book a Free 15-Min Call
The Foundation
W-2 households, simple returns
From $40/mo
The Independent
W-2 + brokerage, rental, side hustle
From $95/mo
The Compliance Partner
Solo entrepreneurs, monthly books
From $175/mo
The Growth Partner
S-Corps, established businesses
From $425/mo
✟ Ministry Rate
Clergy & ministers — special rate
From $35/mo

Not sure which path is right?
The free call costs nothing.

15 minutes. Jerry will tell you honestly what makes sense — entry product, subscription, or neither.

Book Your Free 15-Min Call