Find the tax-planning opportunities your returns may have missed.
Your tax return tells you what happened. It doesn’t always tell you what could have been done differently.
Crawford, Carter & Durbin will review your prior three years of returns for potential missed planning opportunities, recurring tax inefficiencies, and strategies worth exploring going forward.
What We Review
A focused look at where you stand.
The goal is not to promise tax savings or imply that every business owner has made mistakes. The goal is to determine whether meaningful planning opportunities may exist.
Prior Three Years of Returns
We examine your prior three filed business and personal returns for context, consistency, and potential planning gaps.
Recurring Tax Inefficiencies
Patterns that may be unnecessarily increasing your tax burden year over year — and whether they warrant deeper planning.
Planning Opportunity Assessment
Whether meaningful, ongoing tax advisory work may make sense for your situation — not a promise of savings.
Common Issues
What a review may uncover.
These are areas we commonly evaluate — not guaranteed savings, but potential opportunities that may warrant a closer look.
- Entity structure that may no longer fit the business’s revenue or risk profile
- Missed retirement and profit-sharing planning opportunities
- Estimated tax payments that repeatedly overshoot or fall short
- Depreciation strategies and cost-segregation opportunities that may not have been considered
- Compensation and distribution strategies that may be inefficient
- Reactive, year-end-only tax planning instead of an ongoing strategy
Who This Is For
Built for profitable business owners who want a more proactive tax strategy.
Profitable business owners who wonder whether they may be paying more in taxes than necessary
Owners receiving little proactive tax planning from their current CPA
Owners experiencing surprise tax bills or unpredictable estimated payments
Business owners who want a second opinion on their current tax strategy
How It Works
A straightforward, three-step process.
Schedule a Conversation
Choose a convenient time to speak with our team about your business, current tax situation, and what you’d like us to review.
We Review Your Returns
If the review makes sense, we’ll examine your prior three years of returns for potential planning opportunities, recurring inefficiencies, and areas worth a deeper look.
We Share What We Find
We’ll walk you through what we see and discuss whether there are opportunities worth addressing going forward.
About the Firm
Crawford, Carter & Durbin, CPAs
Tax preparation tells you what happened. Tax planning helps determine what to do next.
Crawford, Carter & Durbin is a Texas CPA and advisory firm serving business owners with tax compliance, proactive planning, and ongoing advisory services. Our approach is designed to move tax planning beyond a once-a-year filing event and into an ongoing process of understanding, planning, implementing, and monitoring.
3 yrs
Returns reviewed
Texas
Established CPA firm
No cost
For the initial review
“Your tax return tells you what happened. A proactive review helps you see what could have been done differently.”
— The Crawford, Carter & Durbin advisory team
See what your last three returns may have missed.
Take the next step toward your complimentary 3-Year Lookback. No cost, no obligation — we’ll first learn about your situation and determine whether a review makes sense for your business.
Request My 3-Year Lookback