Free Tab-1 preview · 2-hour turnaround
Send a deal packet. Get Tab 1 reconciled free.
Within 2 hours we send back Tab 1, the tax return vs. CIM check, plus a 60-second video of what doesn't match. Pay $250 for the full 4-tab Excel model only if it saves you your weekend.
- Broker CIM (scanned is fine)
- Seller's IRS Form 1120-S returns (ideally 3 years)
- QuickBooks P&L or balance sheet exports
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