01 · Diagnostic
Tax-Ready Accounting Diagnostic
"What is actually missing before I commit to implementation?"
01
Diagnostic
The Diagnostic is a structured assessment of the accounting behind your businesses, properties, and owner activity. You walk away with a map of what is present, what is missing, what needs correction, and a scoped plan for what implementation would cost, all before writing a check for the reconstruction itself.
Starting at
$2,500
What is included
Delivered at this level.
- Map of your businesses, properties, accounts, debt, and financial systems
- Identification of missing, incomplete, or inconsistent accounting information
- Prioritized tax-readiness risk assessment
- Potential accounting adjustments for tax-professional review
- Implementation roadmap with next steps, timing, and pricing
Who this is for
The right owner.
Owners who want an independent assessment, need clarity before investing in implementation, or plan to complete corrections with another accounting professional.
Owners who suspect their accounting is materially affecting their tax outcomes but do not yet know the scale of the problem. Also a good fit if you plan to complete the corrections with your existing bookkeeper or CPA and just want an independent, structured assessment first.
How it runs
The process, step by step.
01
Application
You submit a short application covering entities, properties, accounts, current tax preparer, and prior filing history.
02
Preliminary review
We collect your last two returns, current draft return if any, and financial statements. Nothing fancy yet, just baseline records.
03
Structured assessment
Eon builds the map: entities, properties, accounts, debt, owner activity, and where the accounting has gaps or inconsistencies.
04
Diagnostic report
You receive a prioritized risk assessment, potential adjustments to raise with your tax professional, and a scoped implementation roadmap with cost and timing.
Pricing
$2,500 to start.
$2,500 is the base price for a Diagnostic with typical complexity: one to three entities, up to five properties, and a manageable number of financial accounts. Prices scale up with more entities, more properties, higher transaction volume, and worse starting condition of the records.
Final scope is confirmed on the Fit Review call. See how pricing scales.
Book a consultation
Start with a Fit Review.
Every paid engagement begins with a complimentary Fit Review. Pick a time below and we will confirm whether this is the right engagement for your situation.
Reserve a Fit Review call
A 30 minute consultation with Evie. Come with your last two tax returns, a list of your businesses and properties, and one current draft return or tax estimate if you have one.
Cal.com booking embed loads here.
Phase 1 placeholder. The live scheduler arrives with Phase 2 of the build, alongside the digital storefront.
Questions
What owners usually ask about Diagnostic.
Ready to see whether this fits?
The Fit Review is complimentary. You will leave the call knowing whether Diagnostic is the right engagement, or whether another path serves you better.