Most accountants report history. We engineer outcomes.
Is Your Current Tax Return Leaving Money on the Table?
Most tax preparers focus on compliance—entering data into software and filing the forms.
Cobalt approaches returns differently. We combine strategy-first tax planning, real-world business experience, and AI-powered analysis to uncover opportunities other accountants routinely miss.
If you suspect your return could be better—or simply want the confidence that nothing has been overlooked—our Second Opinion Tax Review is built for you.
What You Get
Your review includes a structured, expert-level analysis focused on results:
- AI-Powered Tax Diagnostics to identify overlooked deductions, credits, and planning opportunities
- Strategy-First Optimization Review—how a business owner with your goals would approach the return
- Findings & Recommendations Summary (plain English, actionable)
- 20–30 minute personal debrief with Paul Kluskowski
- Clear next steps—whether you stay with your current preparer or choose Cobalt
You walk away with clarity, confidence, and concrete ways to improve outcomes.
The Offer
Flat Fee: $499
Risk-Free Guarantee:
- If we cannot identify at least $1,000 in tax savings, improvements, or strategic opportunities, your review is free.
- If you decide to become a full bookkeeping + tax client of Cobalt within 30 days, the $499 is credited in full toward your onboarding.
No risk. No pressure. High-value insight.
Who This Is For
This service is ideal for:
- Business owners netting $200,000+ per year
- Snap-on franchisees
- High-income individuals
- Anyone who feels their preparer merely “reports history”
If your income, business structure, or deductions have grown more complex, you’ll benefit from a strategic second opinion.
What We Need From You
To ensure a high-quality review, we request:
- The last two years of filed tax returns (individual + business)
- Current-year financials if available
- A short online intake form outlining your questions and concerns
Documents are uploaded securely through Drake Portals.
Why Cobalt?
- Strategy-first, compliance-second approach
- Experience with complex business tax scenarios, particularly Snap-on franchise operations
- Blueprint-style thinking that comes from both business ownership and deep training from Sandy Botkin, CPA, JD
- Proven record of saving clients significant amounts—often in areas their prior accountants never explored
You’re not buying a tax review.
You’re buying clarity, opportunity, and a better financial outcome.
