HOW IT WORKS

A systematic approach
to tax optimization.

Four phases. Nine meetings. One goal: maximize the money you keep while staying fully compliant.

1 Phase

Analysis

$2,500 · 100% refundable if savings < $25K

We analyze your complete financial picture against our database of 435 IRS-validated strategies. Within 48 hours, you'll know exactly how much you're overpaying and which strategies apply to your situation.

M1 TAM · Tax Analysis Meeting · 30 min
M2 TAQ · Tax Analysis Questionnaire · 15-30 min
M3 TAD · Tax Analysis Delivery · 60 min
2 Phase

Strategy

Custom tax plan tailored to your business

Based on your analysis, we build a comprehensive tax plan. Each strategy is mapped to specific IRC codes, reviewed for compliance, and packaged with clear implementation instructions.

M4 TPD · Tax Plan Delivery · 30-60 min
3 Phase

Implementation

$100K+ minimum · Fixed fee based on complexity

We coordinate with your CPA, attorney, and any specialists needed to implement each strategy. Every step is documented, every requirement met, every deadline tracked.

M5 TPI · Tax Plan Implementation · 30-60 min
4 Phase

Ongoing Optimization

Quarterly reviews · Continuous improvement

Tax law changes. Your business evolves. We stay on top of both, meeting quarterly to review performance, adjust strategies, and identify new opportunities as they emerge.

M6 Quarterly Check-in
M7 Quarterly Review
M8 Quarterly Specialist
M9 Quarterly Renewal

Ready to see what you're missing?

Start with a Tax Analysis Meeting. $2,500, fully refundable if we can't find at least $25,000 in savings.

Request Analysis