Get a CPA-Grade Review
of Your Tax Return
Identify likely errors, missed deductions, withholding gaps, audit risk areas, and planning opportunities based on your return details.
The Process
How It Works
Three steps to a clearer, more actionable picture of your tax return
Choose Your Return Type
Select individual (Form 1040) or business (Sch. C, S-Corp, Partnership, C-Corp, LLC) to get started.
Enter Your Return Details
Provide key financial figures. Optionally upload your return document for a more targeted review.
Unlock Your Full Analysis
Get a detailed written review with line-by-line findings, deduction gaps, audit observations, and planning notes.
Full Report
What's in the Paid Review
A structured written analysis covering the areas that matter most for your return
Line-by-Line Accuracy Review
Key return lines reviewed for likely errors, inconsistencies, and reportable items.
Deduction and Credit Gap Analysis
Missed deductions and credits identified based on your income profile and circumstances.
Withholding and Payment Review
Why you may owe and what to adjust in your withholding or estimated payments going forward.
Audit Risk Observations
Data patterns on your return that commonly attract IRS scrutiny.
Filing Status Optimization
Confirmation that your chosen filing status is the most advantageous option available.
Current Tax Planning Notes
Forward-looking observations to reduce your liability before the next filing season.
About the Reviewer
Nicolette Yeardé
CPA · EA · MTax · Certified AI Consultant · QuickBooks ProAdvisor
Founder, LPB Tax and Accounting Services
This tool is built and maintained by Nicolette Yeardé, a licensed CPA with deep expertise in individual and business taxation. The AI-assisted review framework reflects professional methodology designed to surface the same types of issues a CPA would flag when reviewing a return.
Results are informational only. For direct CPA engagement, book a call or visit lpbservices.com.
Book Free 15-Min CallCommon Questions
Is this a substitute for a CPA?
No. This is an AI-assisted informational review, not a replacement for individualized CPA engagement. For complex situations, book a direct call with Nicolette.
What does the free summary include?
Key observations, the top drivers of your balance due, and one actionable recommendation based on the return details you provide.
What does the paid report include?
A full line-by-line analysis, deduction gaps, audit risk observations, filing status review, withholding recommendations, current planning notes, and 2 follow-up questions by email to info@lpbservices.com.
Is my information secure?
Uploaded documents are used only to generate your review and are not shared with third parties.
Can I apply the report cost toward CPA services?
Yes, the review fee can be credited toward full-service tax preparation with LPB Tax and Accounting Services.