As a practicing physician, I created The Curbside Tax Consult to make sure you're not leaving money on the table. Our tax expert will review your prior year return for free, identify missed savings opportunities, and if we find them, we'll file the amendment backed by Tax Protection Plus. We only get paid if we get more money to your pocket.
Submit your previous year's tax documents through our secure portal
Our tax expert reviews your return to identify any missed savings opportunities
We discuss your financial situation and pinpoint ways to get you more money back
Either we confirm your preparer did great work, or we show you exactly how much you'll save with an amendment
We're compensated when we find you money - specifically, we take 25% of the savings we recover for you. Every recommendation is backed by Tax Protection Plus and our personal guarantee. We only identify deductions and strategies that are completely legitimate and defensible to the IRS. We've spent years identifying the most common overlooked opportunities for physicians - that's what we're looking for, nothing questionable.
Payment options: ACH or credit card — no additional fees to you.
Yes, the review is completely free. You only pay our 25% fee if we find legitimate ways to save you money.
We'll confirm that your current preparer did excellent work and you'll receive our written certification. No cost to you.
It varies widely - we've seen anywhere from no additional savings to $10,000 or more.
We file electronically within days of your approval. Most refunds arrive within two to four weeks of filing.
Just your prior year tax return and a fifteen minute call to discuss your complete financial picture.
No commitment. The Curbside Tax Consult is a one-time service, though we'd love to work with you on future years.
It's our audit defense guarantee backing every recommendation we make, so you have peace of mind knowing we stand behind our work completely.
Lawrence is an Enrolled Agent with over 35 years of experience in tax preparation and representation before the IRS. He is authorized to represent clients in all fifty states and brings decades of expertise identifying overlooked tax savings for his clients.
Growing up with a business-owning father sparked a lifelong passion for personal finance and tax strategy. Today, Jeff works full time as an internal medicine physician while co-owning JB Tax and Accounting. He is also the writer behind Business Basics and Beyond, a finance and business blog, and hosts Rounds and Returns, a physician-focused finance meetup on YouTube where doctors discuss investing and personal finance.