Saving Money on Your Taxes Has Never Been Easier

Quick Start

Simply complete a questionnaire and upload last year’s tax returns to our easy-to-use tax planning platform.

Expert Review

Our tax CPAs will examine your taxes and identify ways to help you reduce your taxes.

Custom Plan

Upon completion, you will get a personalized 25+ tactical tax plan with instructions to help you start saving on taxes.

This Is The Most Underrated Tax Strategy

All of our tax preparation services are reviewed and filed by licensed CPAs. We have carefully vetted the most qualified CPAs to file your tax return, quickly and accurately. Our CPAs are experienced in providing 5-star service to our clients to make their lives easier.

Get A Handle On The Numbers Of Your Business

There is so much more that comes with keeping a business running, let alone just the accounting. Accounting itself has a lot of moving pieces. And if they don't come together right, it's a messy headache. There's a time when all business owners/investors do their own accounting with shoeboxes and spreadsheets, but they must know when to realize they need to hand it off to make it to the next level.

Let us take over core accounting functions, so you can get back to growing your business.

You don’t need another group coaching call or a Do-It-Yourself tax course. You need experts who will actually do the work — and that’s exactly what we deliver.

We’re not here to “teach” you how to do your own bookkeeping or prepare your own taxes. We take it off your plate completely.

From day one, we act as your outsourced accounting department — handling your bookkeeping, filing your taxes, building your tax strategy, and advising you like a true financial partner.

We don’t give you theory. We give you clean books, filed returns, and real tax savings — done by experienced professionals, not left for you to figure out on your own.This isn’t a coaching program. This is full-service accounting and tax support for serious business owners who want to stop guessing and start scaling.

Low-risk, Money-Back
Guarantee

Our tax plans are guaranteed to reduce your taxes. Our fee is 100% contingent upon the amount of money we can save you in taxes. If we are unable to reduce your taxes, we will either decline the engagement or refund your money.

Tax Planning Fees

Our tax planning fees are based on the results we are able to achieve for you. We charge a percentage of estimated tax savings you receive from our engagement.

30%

of Estimated Tax Savings

Why Our Clients Choose Us

Watch this testimonial video to hear directly from our clients on their experience working with our firm.

You don’t need another group coaching call or a Do-It-Yourself tax course. You need experts who will actually do the work — and that’s exactly what we deliver.

We’re not here to “teach” you how to do your own bookkeeping or prepare your own taxes. We take it off your plate completely.

From day one, we act as your outsourced accounting department — handling your bookkeeping, filing your taxes, building your tax strategy, and advising you like a true financial partner.

We don’t give you theory. We give you clean books, filed returns, and real tax savings — done by experienced professionals, not left for you to figure out on your own.This isn’t a coaching program. This is full-service accounting and tax support for serious business owners who want to stop guessing and start scaling.

Our Tax Preparation Fees

Must be a Tax Planning Client*

Individual Tax
Return

$1,000

  • Form 1040 Individual Tax Return (Single/Married)
  • 1 Tax Return (Federal and State)
  • 1 CPA Tax Consultation to Maximize Tax Savings
  • Includes Schedules A, B, D, and Individual Tax Forms*
  • Does not include Business Returns (Schedule C, 1065, 1120S)

Business Tax
Return

$2,000

  • 1 Business Tax Return (Federal and State Return)
  • 1 CPA Tax Consultation to Maximize Tax Savings
  • Includes Schedule C, 1065, 1120S, 1120
  • Includes K-1 Preparation
    for Partners*
  • Does not include Individual
    Tax Return

Individual & Business Tax Return

$2,500

  • $500 Bundle Discount
  • 1 Individual 1040 Tax Return (Single/Married)
  • 1 Business Tax Return (Schedule C, 1065, 1120S, 1120)
  • 1 CPA Tax Consultation to Maximize Tax Savings
  • Includes K-1 Preparation
    for Partners

Additional fees may apply based on scope and complexity*

Frequently Asked Questions

How is tax planning different from tax prep?

Tax preparation involves gathering your financial information and reporting it to the government. It does not seek to identify ways to reduce your tax liability. We recommend our tax planning services to businesses with over $100,000 in business revenue.

Is tax preparation included with tax planning?

No, tax preparation is a separate service that we offer to our tax planning clients. However, we do offer bundle discounts when you sign-up for both services. For more information on this, view our pricing page.

How much can I expect to save in taxes when I get a plan?

It all depends on your tax circumstances. On average, we find over $20,000 in tax savings for our clients. If you sign-up with us, we guarantee to find you estimated tax savings that are at least twice the cost of our fee.

Why hasn't my current accountant created a business tax savings plan for me?

Only 18% of tax advisors offer forward-thinking tax planning services. Many tax professionals lack the time, experience, or staff to help their clients with tax planning. In sharp contrast, we have built our firm to specialize in tax planning above any other tax service.

Will I be able to speak with a CPA about my tax plan?

Yes, one of our tax CPAs will meet with you to go over your tax plan to ensure you understand it. You will also be able to meet with one of our CPAs on a semi-annual basis to discuss your plan if needed.

How do I get started?

Simply apply to become one of our exclusive tax clients, and follow the next steps provided. We have limited seats for clients, so make sure you contact us as soon as possible!

Will I work with a CPA?

Yes, to ensure quality service, we make sure there is an assigned CPA to every client in our firm.

Your new CPA is waiting on you.

Simply submit an inquiry to be instantly connect to your new CPA.