Return walkthroughs
A short recorded walkthrough of a finished return, from Form 1040 down to the documents behind it. Your client sees why the number is what it is — and you skip the follow-up emails.
What your client receives
- A 5–10 minute video tracing the return from the bottom line back to the W-2s, 1099s, K-1s and schedules that produced it.
- The figures that matter called out: effective rate, where the payments went, carryforwards and anything that will recur next year.
- A one-page summary of the key figures, for the file.
- All of it in your firm’s name.
Who it is for
- CPA firms delivering a finished return to a client who wants to understand it.
- Wealth advisors preparing for a review meeting with a client’s return in hand.
- New-client onboarding, when last year’s return was prepared somewhere else.
What we need from you
- The filed return as a PDF, through the secure portal we send you.
- Anything the client has asked about, so the walkthrough answers it.
See the method
The walkthrough follows the same path as our public sample: a fictional 2025 return unfolded line by line from Form 1040 down to its source documents, and the same return drawn as a flow map.
Send us one return
Start with a single return and see how your client responds.