Serious Tax Savings Start with a Real Strategy

Strategic Tax Plan

Our flagship service designed to uncover hidden tax-saving opportunities for business owners who want to pay less in taxes — legally and confidently.

$4,500 / one-time

This plan pays for itself — or it’s FREE. Clients often save $10,000–$50,000+ using strategies most tax pros overlook.

What’s Included:

  • In-depth business analysis to uncover tax inefficiencies
  • Detailed tax strategy using 1,000+ IRS-compliant methods
  • Custom entity structure recommendations (S Corp, C Corp, etc.)
  • Advanced depreciation & cost segregation planning
  • Fringe benefit optimization (retirement, healthcare, home office)
  • Audit-proof documentation & plan delivery
  • Q&A session with our tax team to review your report

We use industry-leading tools to find legal savings tailored to your business and industry. This isn’t compliance — it’s strategy.

Book Your Strategic Tax Plan

How It Works

1. Book a Call

We’ll learn about your business and goals, and match you with the best-fit solution.

2. Upload Your Docs

Securely send us your documents through our encrypted online portal—no tech skills needed.

3. We Prepare & Review

Licensed CPAs and EAs complete your return, then review it with you before filing.

4. You're All Set

We file your return and send a full copy—plus give you audit support and year-round peace of mind.

Frequently Asked Questions About this Service

What’s included in the $4,500 tax plan?
A full breakdown of your income, entity type, deductions, and payroll setup. We deliver a custom tax strategy designed to reduce your tax burden legally — typically identifying $10,000–$50,000 in potential savings.
Is this a recurring service or a one-time fee?
It’s a one-time strategic engagement. You’ll receive a complete report and walkthrough. We also offer ongoing packages if you want us to implement the strategy.
Who is this plan best suited for?
Business owners earning over $150,000 annually — especially S Corps, partnerships, real estate investors, contractors, and agency owners.
Do you implement the strategy for me?
We provide support and recommendations, but you or your accountant will implement. Or, upgrade to a monthly plan and we’ll handle it all.
How much can I expect to save?
Most clients save between $10,000 and $50,000 their first year. We use powerful software and expert analysis to make sure no opportunity is missed.
What software or tools do you use to build the plan?
We use advanced planning tools (used by top CPA firms) to run 1,000+ IRS-compliant strategies tailored to your business. The output is personalized — not generic.
Will I need to change accountants?
No. You can take the strategy back to your current CPA. But many choose to stay with us for implementation and continued support.