Tax Advisory Services
Stop Overpaying the IRS—Discover Your Missed Tax Savings
Custom Tax Strategy for Business Owners Paying $30k+ in Taxes
What’s Included
- ✅ 2-Year Retroactive Audit — Find missed savings from past returns
- 📊 IRS Tax Projection — Know exactly what you’ll owe
- 🧠 Custom Tax Strategy — Personalized, legal, and powerful
- 💸
No Savings = No Charge — If we don’t find savings, you don’t pay
Who This Is For
✅ Business owners or high earners
✅ Paying $30k+ in taxes
✅ Open to smarter, legal planning
Why It Works
- We’ve helped business owners save $20k–$100k+ in taxes legally.
- Most CPAs file. I strategize.
Ready to see what you’ve been missing?
❓ Frequently Asked Questions
How long does the Tax Assessment take?
The initial consult is about 30 minutes. After that, the full analysis usually takes 3–5 business days depending on document turnaround.
What documents do I need to provide?
We typically request your last 2 years of tax returns and a basic financial overview. We’ll guide you step-by-step once we begin.
What if I already work with a CPA?
That’s perfectly fine. Many clients come to us for strategy, then take the plan to their current CPA—or choose to implement with us.
What is the risk?
There isn’t one. If we can’t show you at least what you paid in the assessment as potential savings, you don’t pay.
Who is this best for?
Business owners or high earners paying $30k+ in taxes annually, especially those who haven’t had proactive tax planning done before.
What happens after the assessment?
You’ll get a custom strategy and next-step options. If you’d like support implementing it, we’ll discuss that—but there’s no obligation.