A fully personalized analysis of your tax documents and financial picture, engineered to uncover what you have been leaving on the table. We put the guarantee in writing, so even your curiosity is covered.
$995, fully refundable if we do not identify at least $10,000 in tax savings opportunities.
We will review your tax documents and identify at least $10,000 in tax savings opportunities specific to your situation, or your $995 investment is completely refunded.
Whether you are a high earner or a high income professional, the return on a $995 diagnostic tends to speak for itself. Politely, but firmly.
These are our standout results, not our averages. Figures reflect potential tax savings opportunities identified in actual client diagnostics; most clients’ results are materially lower, and realized savings depend on your facts, implementation, and current tax law.
This is not a cookie-cutter approach. It is a hyper-personalized analysis built around your income type, your goals, and your specific situation, not a generic checklist handed to every client.
Most advisors give you the same generic advice regardless of your situation. The Diagnostic Review is built from the ground up around your tax exposure, your income type, and your long-term goals.
Our team does the heavy lifting. Once you complete the questionnaire and upload your documents, we identify every opportunity available to you. You do not have to figure out what questions to ask. That is the job you are hiring us for.
One real client. One line-by-line review. One number that changed the conversation.
A client with $1,000,000 in income thought the only options were a 401K and an IRA. We identified $345,000 in potential savings opportunities they did not know existed. A standout result, shared because it happened, not because it is typical.
Everything happens over video, Google Meet or Zoom, whichever suits you. No phone tag, no commute, no conference room coffee.
Book a quick intro video meeting. We learn your situation and you learn ours.
We confirm the fit together and collect the $995. Your guarantee starts here.
Complete the short questionnaire and upload your key documents through our secure portal.
Our team reviews everything line by line and develops strategies built around you specifically.
In your proposal meeting we present the specific savings opportunities we found, in dollars, with next steps.
The Diagnostic Review delivers the most value for high earners and professionals with complex tax situations. We would rather tell you that upfront than waste an hour of your life.
Completely. At your proposal meeting you receive a written review quantifying the potential tax savings opportunities we identified. If that review does not total at least $10,000, request your refund and every dollar of your $995 comes back, to your original payment method, no salvage negotiation. The full mechanics live in our refund terms right on this page, readable before you ever pay.
Keep them, we are glad you have one. A worthwhile question, though: has your CPA proactively brought you strategies, or do they file what already happened? Most CPAs are paid to keep score, not to change the score. The diagnostic is a second opinion, and if your team has already captured everything, the guarantee makes it free.
Your recent tax returns and a completed questionnaire about your income, business, and goals. Everything is uploaded through a secure portal, and our team takes it from there. You do not need to prepare anything else or know what questions to ask.
Everything runs on video, Google Meet or Zoom, so you can meet from your office, your kitchen, or your favorite chair. It starts with a quick intro meeting to confirm the fit and collect the $995, then we gather your documents and get to work. Global roots, local care, zero waiting rooms.
A proposal meeting where we present the specific savings opportunities we identified for you, in dollars, along with strategy development and directional recommendations. You will know exactly where you stand and what is possible, whether or not we ever work together beyond it.
That is entirely up to you. Some clients take the findings and act with their existing team. Many choose to have Kotini & Kotini implement the strategies as part of an ongoing engagement, where planning stays proactive all year rather than reactive at filing time. Either way, the clarity is yours to keep.
Because free advice tends to get free attention. The fee puts real analyst hours on your numbers and a real guarantee behind the outcome. Between the refund promise and the results, the $995 either pays for itself many times over or comes right back to you.
The worst case is a full refund and a clearer picture. The best case, so far, has been $345,000. Curiosity rarely comes with a guarantee. This one does.
Reserve my Diagnostic ReviewRefund applies if the written review presented at your proposal meeting does not identify at least $10,000 in potential tax savings opportunities. Read the full refund terms and disclosures before you book. Savings figures reflect standout client outcomes, not averages; every situation is different.
The Tax Strategy Diagnostic Review costs $995, collected at your intro meeting before work begins. At your proposal meeting you receive a written review quantifying the potential tax savings opportunities identified for your situation. If that written review does not identify at least $10,000 in potential tax savings opportunities, you may request a full refund of the $995 within 14 days of the proposal meeting, and we will return it to your original payment method within 10 business days. If you engage Kotini & Kotini for ongoing services, the $995 is credited toward your engagement instead.
Dollar figures shown reflect potential tax savings opportunities identified in actual client diagnostics. They are our standout results, shared to show what is possible, not what is promised; most clients’ identified opportunities are materially lower. Whether identified opportunities become realized savings depends on your individual facts, your choice to implement, the sequencing of strategies, and tax law in effect at the time. Nothing on this page is tax, legal, or investment advice, and no advisory relationship exists until you engage us in writing.
Booking through our scheduling link shares your name, email, and meeting time with us via Google Calendar. Documents you later provide are collected through a secure client portal, used solely to perform your diagnostic and any services you engage, and safeguarded consistent with applicable financial privacy and data security requirements. We do not sell your information. Questions about your data can be raised through kotiniandkotini.com.