Stop losing $50,000–$150,000 to the IRS every year relying on basic tax strategies
instead of advanced wealth preservation techniques
Stop losing $50,000–$150,000 to the IRS every year relying on basic tax strategies instead of advanced wealth preservation techniques






Overpaying The IRS By Tens Of Thousands Of Dollars
Most business owners are waiting until the end of the year to use basic strategies and it's the reason why you get hit with big tax bills.

Dealing With A CPA Who Isn't Really Helping You Out
They take days or weeks to respond and rarely come to you with proactive strategies to pay the least amount possible.

Deciding Which Tax Strategies Work For You
With so many YouTube hacks, and influencer tips, it’s hard to know which strategies will help and which could put your business at risk.

We build and maintain a customized tax strategy designed to maximize savings year-round, not just at tax time.

You’ll have an EA/CPA who understands your business, investments, and growth goals - no generic advice.

Our team responds to all your questions within 24 hours via a private Slack channel, so you’re never left waiting for financial answers.

We'll identify advanced strategies that are aggressive but safe so that you can minimize your tax burden.

We guarantee our clients see at least a 5x return on our services so that your investment is worth it.

You’ll get a customized 12 month action plan so your CPA or our team can implement the strategies for you.
"Highly recommend this offer"
"Capital Hawk identified strategies that saved me 5 figures in taxes even though I already had a CPA - Kyle's the real deal and I'd recommend his team to anyone"
Drew Long
Founder, Sales by Tomorrow

"Highly recommend this offer"
"Capital Hawk identified strategies that saved me 5 figures in taxes even though I already had a CPA - Kyle's the real deal and I'd recommend his team to anyone"
Drew Long
Founder, Sales by Tomorrow


First, we’ll hop on a short call to learn about your business, understand your goals, and confirm you’re a fit before moving forward.

Then, we review your past returns, project your true tax liability, and build a custom tax plan that identifies $15k–$50k+ in guaranteed savings.

Finally, we present an option for our team to implement your tax plan for you or you can have your existing CPA execute the plan.

We'll work together 1-on-1 to understand your unique tax situation.
☑️ Learn about your income streams
☑️ Learn about your business
☑️ Learn about your goals

We'll review your current financials to accurately project the amount you'll owe to the IRS.
☑️ Project current year tax liability
☑️ Identify opportunities to minimize this
☑️ Optimize your taxes going forward

We'll work together 1-on-1 to understand your unique tax situation.
☑️ Learn about your income streams
☑️ Learn about your business
☑️ Learn about your goals

We'll conduct a thorough review of your financials, tax filings and business structure.
☑️ Review last 2 years tax returns
☑️ Review last 2 years of bookkeeping
☑️ Review your current year P&L
☑️ Review your current investments
☑️ Review your entity structure

We'll review your current financials to accurately project the amount you'll owe to the IRS.
☑️ Project current year tax liability
☑️ Identify opportunities to minimize this
☑️ Optimize your taxes going forward

We'll craft a custom plan that reduces your tax liability and maximize your savings.
☑️ Custom 12 Month Tax Savings Plan
☑️ Specific to your situation
☑️ Specific to your business
☑️ Specific to your tax liability
☑️ Specific to your investment strategy

We'll conduct a thorough review of your financials, tax filings and business structure.
☑️ Review last 2 years tax returns
☑️ Review last 2 years of bookkeeping
☑️ Review your current year P&L
☑️ Review your current investments
☑️ Review your entity structure

We'll craft a custom plan that reduces your tax liability and maximize your savings.
☑️ Custom 12 Month Tax Savings Plan
☑️ Specific to your situation
☑️ Specific to your business
☑️ Specific to your tax liability
☑️ Specific to your investment strategy

Education
Bachelor of Science in Finance
Enrolled Agent (EA) tax license
Experience
Worked 4+ years on finance team at Fortune 100 company
Helped drive millions in incremental sales & profit savings
Education
Bachelor of Science in Finance w/ Minor in Economics
Enrolled Agent, licensed to practice before the IRS
Experience
Worked 4+ years on finance team at Fortune 100 company
Helped drive millions in incremental sales & profit savings

Lets's Talk About How We Can Help You Pay The Least Amount Legally Possible And Reinvest The Savings Into Growing Your Business And Assets.
It’s a personalized review of your tax situation to uncover legitimate tax deductions, credits, and strategies you may be missing or should be taking advantage of - often saving $15k–$50k+ per year.
We specialize in online businesses (agencies, coaches, consultants, ecom, etc.). This assessment is ideal for those doing at least $50k per month revenue and/or a tax liability of at least $100k.
The calendar booking link includes pricing.
That isn't a problem, you can still do the tax savings assessment and hand it to your CPA/tax pro to implement it for you. We'll also present an option for us to implement your tax plan for you.
Absolutely. All strategies are fully compliant with IRS and state regulations. We only focus on deductions, credits and strategies that business owners are legally entitled to take.

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