Most 7-Figure Online Business Owners Are Overpaying The IRS By $50,000+ Annually Because They Lack Proper Tax Strategy. I'll Show You Exactly Where You're Bleeding Money & How To Stop It.
You’re generating 6-7+ figures. But you suspect you’re leaving tens (or hundreds) of thousands on the table every year because no one’s proactively optimizing your tax structure.
You’re crushing revenue targets, but the tax bills keep blindsiding you. You get hit with huge lump sums that wreck cash flow and make planning a nightmare.
You’ve heard about S-Corps, management companies, Augusta Rule, or cost segregation — but you’re not sure which apply to you, and you don’t have time to figure it out.

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

Our team responds to all Slack messages within 24 hours, so you’re never left waiting for clarity on key financial decisions.

You’ll have a senior strategist who understands your business model, investments, and growth goals - no handoffs or generic advice.

We use detailed analysis and scenario modeling to uncover overlooked deductions, entity structures, and wealth-building opportunities.

We'll identify five to six figures in annual tax savings in your first engagement - and compounding results on an annual basis.

You’ll get a customized quarterly action plan so you can implement the strategies on your own (or have us help you personally)

Tax Savings Assessment
First, we'll deep dive into your books and tax filings to see what's working and what can be improved. This lets us identify the highest leverage strategies for you specifically from day 1.

12 Month Custom Tax Plan
Next, we'll use the assessment to build a clear, step by step roadmap to reduce your tax burden and increase cash flow. You or your tax pro can put this into action right way.

Implementation
Finally, we can provide ongoing strategic support to implement the tax plan for you. When you partner with us, you'll quickly compound strategies to save even more money.
Everything that comes with the initial tax savings assessment & custom tax plan:
Review Last 2 Years Tax Return
Review Last 2 Years of Bookkeeping
Review Your Current Year Financials
Review Your Current Investments
Review Your Entity Structure
Review Your Retirement Plans
Identify Missed Deduction & Credits
Project Your Current Year Tax Liability
Deliver A Personalized Tax Assessment Report
Deliver A Full Personalized Tax Reduction Plan
Find Tax Savings Of Over $15,000
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 & profits

It’s a personalized review of your business and personal finances 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 are industry agnostic, but this assessment is designed for business owners with 7-figure+ revenue — including agencies, consulting/coaching firms, and ecom brands — who want to reduce both business and personal taxes.
Video at top of page explains pricing
A traditional CPA typically operates reactively - handling your taxes and books but offering little tax strategy. We give you:
> A tax assessment and custom plan that finds 5+ figures in savings right away
> A tax strategist who works year round to reduce taxes before you file
> Fast support via slack within 24 hours
With us, you get a measurable ROI from the first engagement.
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.

For Business Owners:
Schedule A Call To Learn How We Use Our Comprehensive Tax Assessment To Find Hidden Money Leaks And Implement Strategies To Make More Money.

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