Most tax preparers just file your returns and call it a day. A tax strategy involves proactively designing your business structure and financial decisions to reduce what you owe—legally and effectively. We build and implement that game plan for you.

We work with business owners who are either already profitable (typically making $70K+ in net income) or who are just getting started and want to build their business the right way from day one. The best way to know if you qualify is to fill out the application—we’ll take it from there.

That depends on your business, industry, structure, and current setup. On our assessment call, we’ll estimate how much we can save you based on the info you provide. Some clients save $10K, others save $50K+. Either way, we’ll only offer to work with you if we know we can make it worth it.

There’s no cost to apply or to go through our assessment process. If you qualify and choose to move forward, we’ll present a flat-rate investment based on your situation. No surprises, no hourly billing.

We share exactly how much we believe we can save you—but not the detailed strategies until after engagement. Just like a lawyer doesn’t give away the whole defense plan before they’re hired, we protect our intellectual property and the value we provide.

Most clients complete the full process—assessment, presentation, engagement, and initial implementation—within 1–2 weeks. We move fast because your savings don’t wait. Based on the strategies we may meet several times a year.

No problem. Many of our clients keep their CPAs for filing while we focus purely on strategy. In fact, your CPA might thank you once they see the savings we help unlock.

100%. Everything we do is backed by the tax code and has been reviewed by CPAs and tax attorneys. No shady loopholes, no risk. Just smart planning and compliance.