Financial Clarity Group Restoring Order To Your Tax Return
A Diagnostic For Your Past Tax Returns

Tax Return MRI®

Before we ever prepare a return for you, we run a full diagnostic on the ones you've already filed — identifying the mistakes and missed opportunities in your past returns, and restoring order before they compound.

1. Complete application → 2. Upload returns → 3. Agree to the fee → 4. We run the MRI → 5. Diagnosis meeting

By Michael McCormick, CPA — The CincyTax Coach, Financial Clarity Group

A Question Worth Asking

Are you paying retail for your government?

Most business owners are. The tax code is full of discounts — deductions, credits, elections, structures — but most people only ever get the ones their preparer happens to already know. A Tax Return MRI® finds the discounts that apply to you.

Restoring order before anything changes

A Tax Return MRI® is a planning and identification tool. We're not re-filing anything. We're reading your last several years of returns the way a radiologist reads a scan — identifying the mistakes and missed opportunities already sitting there, so we can restore order before anyone prepares another tax return for you.

Michael McCormick, CPA
Who's Behind The Diagnostic

Michael McCormick, CPA

Mike's primary goal is to accelerate your journey to financial success. He and his team at Financial Clarity Group provide the Financial Oversight & Guidance to simplify your bookkeeping, reduce your tax compliance headaches, and help you meet your business and life goals. The Tax Return MRI® is Mike's own diagnostic, built specifically for prospective clients who want to see, in dollars, what a second set of eyes can find.

Where You Stand Today

How the Tax Return MRI® Diagnostic Works

1

Complete a short application

Tell us about your business and your current setup. No obligation, no commitment to move your work to us.

2

Upload your last 2–3 years of returns

Federal and state, through our secure client portal. We use this to scope the engagement.

3

Agree to the fee

We quote a firm price based on your returns, and confirm the investment before any work begins.

4

We run the Tax Return MRI®

Line by line, return by return, we identify the mistakes and missed opportunities specific to your situation.

5

Diagnosis meeting

We walk through every finding together, dollar figures attached, so you can decide what's worth implementing.

What We're Looking For

Mistakes & Missed Opportunities

Mistakes We Find

  • Actual preparation errors in the return itself
  • Data that didn't carry correctly from your federal return to your state return
  • Missed or overlooked elections
  • An incorrect filing status

Opportunities We Uncover

  • Family & Compensation
  • Entity Structure Optimization
  • Employer Benefit Plans

We won't hand you a list of moves to try on your own. The tax code has thousands of discounts built into it, and most people only ever get the ones their preparer already knows to apply. We find the ones that legitimately apply to your specific situation, and build the plan with you.

What You Receive

A written report, not a checklist

Every Tax Return MRI® ends with a document you keep: your current situation, every mistake found (if any), and every opportunity we identified, each with a stand-alone potential savings figure attached — so you can see exactly what implementing our ideas is worth.

Tax Return MRI®
Prepared exclusively for [Client Name]
Category Tax Reduction Opportunity
Family & Compensation $[X,XXX]
Entity Structure Optimization $[X,XXX]
Employer Benefit Plans $[X,XXX]
Total identified $[XX,XXX]
The Investment

Your investment reflects the opportunity

A Tax Return MRI® starts at $2,500. The exact investment depends on the complexity of your returns and the scale of what we believe we can find and help you save. Complete a short application and upload your prior returns, and we'll come back with a firm quote before any work begins.

Complete Your Application & Get Your Quote

Many owners pair their Tax Return MRI® with a complimentary Business Owner Inventory®, our broader look at the business itself, for the full picture.

What others say about working with Mike

"Mike is one of the sharpest CPAs I've met in over 30 years of practice. He's one of my go-to people to discuss complicated, cutting-edge tax saving strategies."

Larry Weinstein, CPA

"Mike is not only an outstanding and knowledgeable CPA, but a genuinely wonderful individual. The financial advice provided has always been top notch."

Jeff Feige, Client

A Tax Return MRI® is where most client relationships with us begin. For many owners, it grows into the full Financial Oversight & Guidance we provide, tax planning, accounting, and eventually wealth building, all under one roof.

Ready to restore order to your tax return?

Complete a short application and upload your prior returns, and we'll tell you whether a Tax Return MRI® makes sense, and what it will cost.

Complete Your Application
Financial Clarity Group 447 Old SR 74, Cincinnati, Ohio 45244 10260 Alliance Rd #325, Cincinnati, Ohio 45242 (by appt.)
513-752-0386 fcg@financialclaritygroup.com Mon – Fri: 9AM – 5PM
Tax Return MRI® is a registered trademark of Financial Clarity Group, Inc. This diagnostic is a planning and identification tool, not a tax return preparation service. Observations and strategies presented are preliminary and general in nature. In accordance with Treasury Department Circular 230, nothing here constitutes formal written tax advice on which you may rely, and none of it is intended or written to be used for the purpose of avoiding federal tax penalties. Formal advice, and reliance on any strategy discussed, requires a signed engagement letter with Financial Clarity Group, Inc.