60 minutes with an Enrolled Agent who used to pastor a church for 30 years. Bring your last return, your questions, and what's keeping you up at night. Walk away with a written one-page Tax Review Action Plan emailed within 48 hours — clear next steps, deductions you might be missing, decisions you've been putting off.
Federally licensed by the U.S. Department of the Treasury to represent taxpayers before the IRS. Highest credential the IRS issues.
Before tax practice, Jerry pastored for three decades. He translates money for people who don't speak it — no jargon, no scare tactics.
You leave with a written, signed one-page action plan on Common Tax letterhead. Yours to keep, share, or hand to next year's preparer.
No template, no boilerplate, no "we'll have someone reach out." A real conversation with Jerry, then a written plan with your name on it.
Pay below, schedule when you're ready, and let's get to work.
Read both columns. Find yourself in one of them. If you're in the right column, the $99 will be one of the better tax decisions you make this year. If you're in the left column, save your money and we'll talk about what actually fits.
From "buy now" to "plan in your inbox" — here's exactly what happens.
Secure checkout via Stripe. Takes about 60 seconds. You'll get a receipt right after.
After payment, you'll be sent to a page with the scheduling link. Pick a 60-minute slot that works for you.
Show up to the video call with your latest return and your questions. We dig in for a full hour.
Within 48 hours, your written one-page Tax Review Action Plan lands in your inbox. Yours to keep.
Yes. The Tax Review Action Plan is a real, signed document with my EA credentials on it — that's the highest credential the IRS issues. The only thing this engagement isn't is actually filing your return for you. That's the subscription tiers.
Then you'll know that after the call, and we'll talk about what comes next. The $99 isn't wasted — the action plan still gets delivered, and now you have a real roadmap. If we decide ongoing work makes sense, the Compliance Partner tier ($175/mo founder) or Growth Partner tier ($425/mo founder) cover bookkeeping plus tax filing plus quarterly check-ins.
We can still talk strategy, but the review part is harder without it. If you filed online, you can usually download a PDF from whoever you used. If you used a paid preparer, request a copy from them — they're required to give it to you. If you really can't find it, we'll do what we can with what you've got.
Yes. If you start a subscription tier within 30 days of your Tax Review, the $99 is credited toward your first month. That means for most clients, the Review effectively becomes free if you decide we're a good ongoing fit.
If within the first 10 minutes of our call you realize this isn't what you needed, tell me. I'll refund the $99 in full and we'll part as friends. I'd rather give you your money back than have you feel like you wasted it.
Within 48 hours of our call. Most weeks I deliver next-day. The promise is 48 because I'd rather over-deliver than miss it.
Me. Common Tax is a solo practice. You get me on the call. I write the plan myself. No handoff to an associate. That's part of what you're paying for.
$99 once. 60 minutes with Jerry. A written plan in your inbox within 48 hours. Worst case, you learn the system is treating you fairly. Best case, you find a few thousand dollars you didn't know you were leaving on the table.
Buy Tax Review — $99 →