Know exactly where you stand in 2026 — and how to win in 2027.
The 2026 Financial & Tax Assessment is a full review of your money and your taxes this year, turned into a clear, written plan for next year. You walk away knowing what to do, what it could save you, and what to do first.
Built for you, whether you run a business or not
Individuals & families
You want to stop guessing about refunds and balances due, understand where your money actually goes, and go into 2027 with a plan for saving, debt, and taxes.
Business owners
You want to know if your business is truly profitable, whether you're paying yourself the right way, if your entity setup still makes sense, and how to keep more of what you earn.
What we review
What you walk away with
How it works
Pricing
Half of every assessment fee comes back to you as a credit toward implementing your plan or toward your tax preparation. Available to individuals with annual income, and businesses with annual revenue, of $1.5 million or less.
Have more than one? Choose each level you want us to work on and pay each one; the prices add up. For example, an S corporation owner who also has a Schedule C or rental pays $1,000 + $750 = $1,750, with $875 credited back. If you or your spouse has a Schedule C business or rental, the $750 level already covers your household, so you don't also need the Individual level. Individual and Schedule C/E levels cover up to 2 states; S corporations and partnerships cover 1 state. Additional states are quoted separately.
Pay-over-time options may be available through PayPal at checkout for those who qualify. These are offered and approved by PayPal, not Profit First Taxes.
Individuals
Sole proprietors, LLCs & rentals
S corporations & partnerships
Half your fee comes back to you
You can use your credit two ways. Hire us to fix what we found (tax planning, bookkeeping clean-up, entity changes, Profit First setup) or put it toward having us prepare your tax return.
Limited to 30 spots. Once they're filled, you can still pay to join the waitlist and lock in today's price; waitlist assessments begin June 1, 2027, and waitlist credits are good through December 31, 2027. The credit equals 50% of the assessment fee and applies only to Profit First Taxes implementation services or tax preparation fees. It is non-refundable, non-transferable, has no cash value and expires June 30, 2027. Cancel within 3 days of payment for a full refund; after that, fees are non-refundable. The questionnaire and agreement are due within 30 days of payment, and documents within 30 days of your portal invite; after that, a one-time reactivation fee applies ($250 / $500 / $750, at your highest level).
Who's doing your assessment
Your assessment is led by Shane Harris, EA, of Profit First Taxes. As an Enrolled Agent — federally licensed by the IRS — Shane helps individuals and business owners keep more of what they earn with proactive planning, not just year-end filing.
Questions
Finish 2026 with clarity. Start 2027 with a plan.
From $500, with half your fee credited toward implementation or tax prep. Only 30 spots, available through December 31, 2026. Use your credit by June 30, 2027.
Choose my assessment