Why this matters
The IRS does not ask questions when you open the account. It asks years later, when you spend the money. By then, missing receipts and unqualified distributions become tax you owe plus penalties. A CFE review catches that before it surfaces.
You have an HSA, you have been reimbursing yourself or plan to, and you want certainty your records hold up if the IRS ever questions a distribution. That certainty is what this review delivers, in writing, from a Certified Fraud Examiner.
Two review options
HSA Documentation Review
- Review of your contributions, distributions, and receipts for the reviewed years
- Written findings report flagging disqualified distributions and missing documentation
- A prioritized fix list tied to IRC Section 223, Section 213(d), and Publication 502
HSA Audit-Readiness Review
- Multi-year review, up to 5 years, of contributions, distributions, documentation, and Medicare timing
- Written audit-readiness report with a remediation plan
- One 30-minute walkthrough call to review findings
How it works
Reserve your review
Choose your tier and enter your email. You receive a secure upload link and a payment link.
Upload your records
Send your HSA statements, receipts, and distribution records through the secure portal.
Receive your report
A Certified Fraud Examiner reviews your file and returns a written findings report with a fix list.
Reserve your review
Hold your slot and get the upload link
Enter your email and preferred tier. You will receive a secure upload link and a payment link within one business day. Your slot is held once payment is received.
Your HSA records should pass an audit. Find out now.
Reserve a slot, upload your records, and receive a written findings report from a Certified Fraud Examiner. No guesswork, no surprises years from now.
Reserve my review