Cut Your Tax Bill Guaranteed.
For business owners earning $300K+
Our vetted Tax Strategists build you a proactive tax strategy that legally reduces what you owe and they guarantee to save you money in taxes, or your money back.
The Guarantee
Guaranteed to save you money in taxes or your money back.
Every engagement carries a 100% money-back guarantee. If your Tax Strategist can’t find legitimate, defendable savings, you don’t pay.
Written legal memos for every strategy
Quarterly strategist check-ins
Audit defense at no additional cost
Our Tax Strategists guarantee to save you money in taxes or your money back.
Two things that separate a real tax strategy from a tax return.
Why This Works
Real strategies, backed by legal memos.
Every strategy we recommend has a written legal opinion behind it — citing the code, the regs, and the supporting authority. If it can’t be defended in writing, it isn’t in your plan.
Quarterly meetings stay ahead of the IRS.
Your Tax Strategist meets with you quarterly to adjust the plan as your income, business, and life change — so you’re proactively positioned all year, not reacting next April.
What You Get
Everything included in your Tax Strategy engagement.
1. A Full Tax Analysis
2. A Custom Written Strategy
3. Implementation Support
4. Quarterly Strategy Reviews
Your strategist reviews your last two returns, your entity structure, and your current-year income to identify every legitimate savings opportunity available to you.
You receive a documented, written tax strategy every recommendation backed by a legal memo citing the code, regs, and authority.
Your Tax Strategist works directly with you (and your CPA, if you keep them) to put each piece of the strategy in place correctly.
Four meetings a year to adjust the plan as your business, income, and life change so you stay proactively positioned year-round.
How It Works
From intake to strategy here's the process.
Analysis & Strategy Build
Your strategist reviews your returns, entity structure, and current-year income then delivers a written strategy with legal memos in roughly 21 days.
Intake & Match
Answer a short set of questions about your business and income. We match you to a vetted Tax Strategist who specializes in your situation.
Quarterly Meetings
Your strategist meets with you every quarter to keep your plan current adjusting as your income, business, and life change.
For Business Owners
Built for owners with real income and real tax bills.
If you’re a small or mid-sized business owner earning $300K+, your tax bill is probably your single largest expense. Most CPAs file your return; very few build you a strategy. We pair you with a Tax Strategist whose job is to lower what you owe proactively, year after year, backed by legal memos and a money-back guarantee.
Do you qualify?
You own a business (or have significant 1099/K-1 income).
Your personal or business income is $300K+ annually.
You want a proactive strategy not just a tax return.
You're open to keeping your CPA for filing and adding a strategist for planning.
Guaranteed
Money-back guarantee
Legal Memos
Every strategy defended in writing
Quarterly
Strategist check-ins
~21 Days
From intake to delivered strategy