26 & Co. / Business financial clarity
Business Tax Return Analysis
Your returns tell a story. Understand what the numbers say about the business you’ve built.
A focused review of historical business tax-return figures, built around the question you want to answer. For construction and trades owners—and select other businesses—who want a clearer starting point for their next financial conversation.
$495
One-time analysis. Secure checkout coming soon.
Enter your business figures below to start your analysis. Document upload is coming soon. Submitting your information does not charge you.
Start Manual EntryPrefer to send complete returns? Our secure document-upload option is coming soon. Do not attach returns to the general contact form or email.
Choose how to provide your information.
A minimum of two tax years is required. A third year is optional.
Available now
Enter Figures Manually
Enter the numbers from your returns yourself. Your submission fills a separate analysis workbook for our team to review.
Enter Figures ManuallyComing soon
Upload Tax Returns
Prefer to let us enter the numbers? Our planned secure portal will let you upload complete returns, and our team will enter the figures for you.
Document uploads are not available yet.
Contact us about document submissionStart your analysis
Enter your numbers here.
A minimum of two tax years is mandatory. Complete Years 1 and 2; Year 3 is optional. Leave unavailable values blank. Your confirmation includes a case reference; keep it for your records.
Open the manual-entry form in a full window ↗
If your browser does not display the form, use the full-window link above. Payment and report booking follow separately; online checkout is not available yet.
What this helps you understand
Look past the top-line number.
How the business has performed
Compare reported sales, costs and income across available years. Spot changes worth discussing instead of judging the business by one tax year alone.
Where the questions are
Review the figures reported for debt, assets, owner compensation and distributions. Identify gaps or unusual changes that need explanation.
What to examine next
Use the historical picture to focus your next conversation with our team and your CPA. Current decisions still need current records and context.
Thinking about another truck or crew?
Start with the history. Then test today’s reality.
Your returns may show how reported income, debt and expenses have changed. That helps frame the questions—but it does not establish what you can afford today. A truck purchase, new hire or larger job also calls for current cash balances, job margins, receivables, payroll commitments and a forward-looking cash-flow plan.
This diagnostic provides a historical starting point. For ongoing planning and decisions, explore Fractional CFO support.
Prepare your information
Two ways to provide the numbers.
Complete business tax returns
Prepare complete business tax returns for at least two tax years, including the relevant schedules. A third year is optional. Keep each PDF at 15 MB or less.
Secure document upload is coming soon. Once available, our team will enter the figures from your returns into your analysis workbook. Do not upload returns into an ordinary website contact form.
Relevant figures entered manually
Use the manual-entry form on this page for two or three tax years. A minimum of two years is required. It covers income, deductions, assets, liabilities, equity and owner activity. Your submission saves the figures into a separate analysis workbook for our team to review.
Leave unavailable values blank and identify missing information. Explain unusual years and material changes since the latest return.
How the review works
01 / Submit
Tell us your main question.
Enter your contact details, main question and tax-return figures below. The option to upload returns for our team to enter is coming soon.
02 / Payment
Confirm your analysis.
After submitting your information, the next step is the $495 payment. Online checkout is coming soon; our team will provide payment instructions separately. No payment is collected by this form.
03 / Discuss
Walk through the results.
After payment and review, book a 30-minute meeting with Henry to walk through your report, findings and follow-up questions. Our team will provide the report-presentation booking instructions.
Before you begin
Is this tax preparation or tax advice?
No. The resulting model is a historical tax-return diagnostic—not tax advice, an audit, a valuation, or a current financial-statement analysis. We coordinate with your CPA; this does not replace their work.
Will this tell me what my business is worth?
No. Business Tax Return Analysis is separate from our Free Business Valuation, which provides a preliminary, indicative view of value and has its own information requirements and results call.
Can I use it to decide whether to borrow or buy equipment?
It can help identify historical trends and questions to explore. It is not a credit decision or assurance of affordability. Current financial statements, cash-flow forecasts and your financing terms are needed to evaluate a specific decision.
How do I send my returns?
Our secure document-upload portal is coming soon. Manual entry is available now. This page does not currently accept tax documents. Never send tax returns through ordinary email or the general contact form.
Can I pay online now?
Secure checkout for the $495 analysis is coming soon. Our team will provide payment and scheduling instructions. There is no online payment button on this page.
Start with your question.
Tell us what you want to understand about your business. We’ll confirm fit and explain the next steps.
Start Manual EntryOnly submit information you are authorized to share. Do not include SSNs, EINs, bank account numbers, or passwords. Read about data handling.