Business owners earning $500K+ overpay by $15,000–$47,000 every year through suboptimal entity structure alone. Most don't know until someone shows them the math.
93% of business owners say their CPA does nothing beyond filing. They document what already happened — they don't change the outcome.
Entity structuring, retirement plan optimization, cost segregation — strategies worth $15K–$47K/year that compliance-only CPAs don't recommend.
A tax strategist builds 3-year projections based on your growth. Your CPA looks backward at what already happened.
| Typical CPA | Crane Financial | |
|---|---|---|
| Tax Approach | ✕ Reactive — after year ends | ✓ Proactive — year-round |
| Communication | ✕ At filing time | ✓ Quarterly strategy sessions |
| Entity Review | ✕ Set it and forget it | ✓ Reviewed annually |
| Real Estate Strategy | Standard depreciation | Cost seg + 100% bonus depreciation |
| Retirement Planning | Basic 401(k) | Cash balance, DB plans, Roth conversions |
| New Tax Law (OBBBA) | Silence | ✓ Called clients the week it passed |
$1.8M revenue. Entity restructuring + cost segregation on equipment yard + R&D credits for process improvements.
$2.4M revenue. S-Corp election + cash balance retirement plan. Owner keeps $112K more per year.
$3.2M basis across 6 properties. Cost segregation with 100% bonus depreciation under OBBBA.
Savings based on publicly available IRS data and common strategy benchmarks. Individual results vary based on specific circumstances.
15 minutes. We review your current structure and identify what's missing.
We build a tax roadmap specific to your entity, industry, and goals — with projected savings for each strategy.
We execute the strategy and monitor it year-round. Not just at filing time. Quarterly reviews, proactive adjustments.
A tax strategist is a proactive advisor who focuses on reducing your tax liability through entity optimization, retirement planning, cost segregation, and multi-year projections. Unlike a traditional CPA who files what happened, a strategist plans what should happen.
Your CPA ensures compliance and accurate filing. A strategist builds forward-looking plans, reviews your entity structure annually, identifies deductions your CPA may not recommend, and communicates proactively when laws change. They're complementary roles.
We work with business owners across construction, healthcare, real estate, restaurants, e-commerce, professional services, and franchises. The strategies we apply are universal, but the specific mix varies by industry and revenue level.
The initial assessment is free. Engagement pricing varies based on complexity, but the typical savings from entity restructuring alone ($15K to $47K/year) far exceeds the cost. Most clients see a positive ROI within the first quarter.
Most clients see measurable savings within 30 to 90 days. Entity restructuring and retirement plan optimization produce the fastest results. Cost segregation and R&D credits may take slightly longer depending on the scope of the study.
15 minutes. We'll show you the math.
Get My Tax Assessment →Tell us about your business and we'll identify every savings opportunity available to you.