How we work
For business owners facing the biggest tax bill of their lives. Here’s how we think about taxes, and what working with us looks like from the first conversation on.
See how it works “How much will this cost me?” “What is the tax code rewarding me to build?” How we think ↓How we think about taxes
Most owners treat taxes as a one-time event: the year closes, the bill arrives, and the hope is that a sharper preparer finds a way to make it smaller. By then, the decisions that set the number have already been made.
The tax code is a playbook. It’s full of incentives written on purpose, for owners who build the way it rewards.
What tax strategy is
The proven path. It uses what the tax code rewards (structure, compensation, real estate, retirement, generational wealth assets, timing) to change what you owe before the year ends.
Tactic
Puts the strategy on the calendar: projections, estimated payments, and the moves to make before year-end.
Tactic
Returns filed to reflect the plan, so what you did during the year shows up correctly.
Tactic
Audit defense and IRS letters answered by the people who built your plan, so a notice never pulls you off it.
Tactic
Back taxes, liens and levies: issues to clear so they don’t hold the plan back.
How it works
First meeting
We learn your business, your goals, and what’s ahead. You learn how we work. Together we decide whether a full assessment makes sense for you.
The diagnosis
Like a doctor running labs before a diagnosis. We gather your recent returns and documents, hold an onboarding call, forecast what you’re on track to owe this year, and build a plan customized to you.
Your findings
We walk you through where you stand today, where you could stand, and each strategy that fits. Then we put the plan in motion.
All year
Strategies implemented, quarterly reviews, the plan adjusted as your business changes, and your returns filed to match.
Done for you, all year
Five promises that keep turning, with a quarterly review as the rhythm that keeps the plan current.
One direct line all year, not a call center or a portal.
Every strategy from your assessment, carried out for you.
We review every quarter and adjust as your income, business or the tax code changes.
Personal and business returns filed from the same plan.
If the IRS asks about anything we implemented, we stand with you.
Every strategy in your plan gets implemented or set aside by your decision. If anything is still open at year’s end, we keep working at no added cost.
What strategy can do
40%+
Savings found for an HVAC business owner with $2.1M in taxable income, through his entity, equipment depreciation, a reimbursement plan and real estate.
$144,848
Projected savings over the first years for a business owner with rentals, more than half his tax bill. He used it to buy another investment property.
$1M
Saved for an owner who had been paying $1.5M in taxes, by putting real estate to work, with $15,000 a month in cash flow on top.
Results from clients of our strategy network. Every situation is different, and yours will depend on your own facts.
The goal
It starts with a conversation. Tell us what you’re working toward. No obligation.
Start a conversation