Everything you need to know about RoboTax, our process, and how we help business owners keep more of what they earn.
RoboTax is designed for business owners with federal tax liability of $250,000 or more annually. Our strategies deliver the most value for S-Corps, C-Corps, LLCs, and partnerships with significant taxable income. Business owners who recently received Employee Retention Credit (ERC) refunds are particularly well-suited, as they often face substantial tax liability without proactive planning.
CPAs are compliance-focused — they accurately report what happened. We're strategy-focused — we proactively structure what will happen. We don't replace your CPA; we work alongside them. Your CPA handles preparation and filing while we identify and implement the strategies that create the numbers they'll file. Think of us as the architect and your CPA as the builder.
For your initial Tax Analysis & Strategy Session (Meeting 1), you don't need anything — we'll explain our methodology and what's possible. After you engage us, for the Tax Analysis Questionnaire (Meeting 2), we'll need:
The Tax Analysis & Strategy Session includes your complete analysis through our 435-strategy database, a personalized tax plan with IRC citations, a risk assessment for each recommended strategy, and a 90-minute delivery presentation. If we can't identify at least $25,000 in potential savings, the entire $2,500 is refunded.
Implementation fees are fixed-fee based on scope and complexity — never a percentage of savings (that would create conflicts of interest). Fees are determined by the number of strategies, complexity of implementation, entity restructuring requirements, and ongoing compliance needs. Average implementation engagements range from $35,000 to $75,000, though complex multi-entity situations may be higher.
The Foglia Rule is our internal compliance safeguard: no strategy is ever recommended unless it would pass attorney review. Named after our Compliance Lead Mike Foglia, J.D., this ensures every recommendation has been vetted for legal defensibility before it reaches your tax plan. If a strategy wouldn't survive IRS scrutiny, you'll never see it.
We set aside 5% of implementation fees into an Audit Defense Reserve for each client. If you're ever audited on strategies we implemented, this fund covers your defense costs. If you're never audited, unused funds are returned at the end of your engagement. We call unused reserve funds the "Furdock Fee" — payment for the peace of mind we've provided.
Our structured client journey spans 9 meetings across three phases:
This structure ensures nothing falls through the cracks and your strategies are continuously optimized.
Timeline varies by strategy complexity. Simple strategies like Augusta Rule or Section 179 can be implemented within 2-4 weeks. Complex strategies like cost segregation studies or defined benefit plans typically take 6-12 weeks. Multi-strategy implementations usually span 3-6 months for full execution. We'll provide specific timelines during Meeting 3.
Absolutely. Collaboration is core to our model. We provide your CPA with complete documentation for proper tax return preparation. We coordinate with your attorney on any entity restructuring or legal documents. We establish clear communication protocols so everyone stays aligned. This isn't about replacing your team — it's about giving them strategies to implement.
Under IRC §6111, tax advisors who receive fees exceeding certain thresholds for "reportable transactions" become Material Advisors with IRS disclosure requirements. We've built infrastructure to automatically track threshold exposure, generate required Form 8918 filings, and maintain §6112 client lists. This compliance automation protects both RoboTax and our clients from penalties.
Every strategy in our 435-strategy database carries a risk classification:
Currently: 386 Green, 39 Yellow, 10 Red strategies.
First, our 5% Audit Defense Reserve covers your defense costs. Second, every strategy we implement comes with complete documentation including IRC citations, case law precedent, and implementation records. Third, our attorney partner Furdock & Foglia Law can represent you in IRS proceedings. We don't just give you strategies — we give you the documentation to defend them.
While recommendations are highly personalized, frequently implemented strategies include:
Our 435-strategy database spans all industries, but we have particular depth in: healthcare practices, professional services (law, accounting, consulting), real estate investors and developers, technology and software companies, manufacturing and distribution, and retail and e-commerce. Many strategies apply across industries, while others are sector-specific.
Yes. While our core database focuses on 435 federal strategies, we're expanding to include state and local overlays — ultimately targeting 2,500+ total strategies. Multi-state entities benefit from strategies like state tax credit optimization, nexus planning, and apportionment structuring. We coordinate with state-specific specialists when needed.
Schedule a call with our team to discuss your specific situation. No obligation, no pressure — just answers.