Business owners overpay by thousands — sometimes tens of thousands — every year. Here's why, and what to do about it.
You're not bad at this. You just have a CPA who files, not one who strategizes.
Get Your Tax Assessment →Sole proprietors pay 15.3% self-employment tax on every dollar. S-Corp election can cut that by $4K–$45K/year. Most CPAs never bring it up.
Your CPA looks backward. They document what already happened. A strategist plans forward, building projections and acting before year-end.
Cost segregation, retirement plan optimization, Research & Development (R&D) credits. Strategies worth tens of thousands that compliance CPAs don't recommend.
Both are free. Both take under 2 minutes.
Most business owners overpay because their CPA focuses on compliance, not strategy. Wrong entity structure, missed deductions, and no forward planning add up to thousands in unnecessary taxes every year.
Absolutely. A tax strategist works alongside your CPA, not against them. Your CPA handles compliance and filing. We handle the strategy that reduces what you owe.
Most clients see measurable savings within the first quarter. Entity restructuring and retirement plan optimization often produce results within 30-60 days of implementation.
We typically work with business owners earning $500K+ in annual revenue, but meaningful savings exist at lower levels too. The free assessment will show whether strategy work makes sense for your situation.
Yes. We review your current structure and show you where money is being left on the table. You'll have a clear picture of your savings opportunities.
We'll show you exactly what you're overpaying and what you can do about it.
Get My Tax Reduction Plan →Savings estimates reference publicly available IRS data and industry benchmarks. Individual results vary based on entity type, income, industry, and specific circumstances. This page is for informational purposes and does not constitute tax advice.
Tell us about your business and we'll identify every savings opportunity available to you.