ADVANCED TAX EXPERTS | STRATEGIC TAX SERVICES | TAX MANAGEMENT SERVICES CORP | TAX PLANNING COMPANIES

Finally, a Road Map to Slash Your Taxes…

If you are thinking any of the following, you are in the right place:

• My current tax professional isn’t knowledgeable in all the tax deduction strategies.

• I feel like I should be saving way more on taxes than I am.

• I am tired of being the one that brings the tax planning ideas to my accountant.

• I’m so tired of overpaying on taxes.

• I want to protect my assets.

• I want to make sure I’m optimizing the way I pay taxes so I can invest that money elsewhere.

• I can’t keep up with all the current tax strategies.

• I want to save as much in taxes as possible but don’t have the capability or capacity.

• I want to create a lasting legacy.

Save Thousands Each Year 100% Legally

There are roughly 70,000 pages in the United States tax code. Only about 30 pages are dedicated to actually paying taxes. The other 69,970+ pages show you exactly how to avoid paying taxes. Which side of the wealth gap are you on?

You know who writes the laws that make up the tax code, right?

Yes, you guessed it — the ultra-wealthy.

Inside of the tax codes lies all sorts of tax reduction laws, rules, codes, and legal loopholes.

The truth is that the wealthiest people you know don’t play by the same rules as everyone else.

They don’t hand over 30% – 50% of their net profits each year to a government that spends money irresponsibly.

The wealthy keep their money, control it, invest it, and most importantly, compound it.

That’s how the rich stay rich.

This is how a majority of our clients are able to purchase cash-flowing real estate, continue to fund qualified and non-qualified investment accounts, and operate profitable businesses.

We’re all technically playing the same game, but some of us are playing with a different set of rules.

Until you make the leap from an accountant to a tax strategist for your tax planning, you’ll likely never truly understand.

You’ll always be driving with one foot on the gas while the other is on the brake.

There are two tax systems in the US:

• One for the wealthy and educated in the highly beneficial sections of the tax law.

• One for everyone else.

Learn the type of tax strategies utilized by the top 1% to legally reduce your taxes to the lowest level legally possible.

Warren Buffett has famously stated he pays a lower tax rate than his secretary.

Learn how we have leveled the playing field by offering the same tax strategies utilized by the mega-wealthy.

These are the same tax, entity, legal, and insurance strategies used by Amazon, Google, Netflix, and other successful businesses around the globe to keep more money in their pockets.

If you want to learn about deep tax avoidance strategies, take a deep dive into how big companies like Google, Amazon, and Netflix handle their taxes.

From 2016 to 2018, Amazon paid zero in federal income taxes in the U.S. despite profiting billions.

In 2019, they paid the IRS 162 million dollars — the first time in four years — on profits of over 13 billion dollars.

That’s just 1.2% in taxes.

They’re not using shady tax-evasion tactics, and they’re not following a different tax code.

After more than 20 years in the tax game, we’ve translated their strategies into practical frameworks that small business owners can use to keep more cash.

The way you set up your business and apply tax-saving strategies will dramatically impact your bottom line.

We’ve shown thousands of business owners the same blueprint these big companies use to slash their tax bill every year.

You can follow the same Tax Savings Blueprint these corporations use.

You too can have the same low tax status without paying fortunes to expensive tax lawyers.

Instead of scoffing at these companies, learn from them.

They understand that hiring tax strategists is an investment — not an expense.

Learn Why It Is Best to Use a Tax Strategist for Tax Planning

Keep more cash in your pocket, 100% legally.

It doesn’t require secret connections or expert-level tax knowledge.

All you need is a proven process.

How Our Tax Planning Process Works

Five easy steps will put you on the same tax-saving path as the mega-wealthy:

1. Book your free strategic tax consulting call with a Tax Strategist.

2. Complete a questionnaire and upload last year’s tax returns to our secure tax planning platform.

3. We analyze your business situation and identify how to create your Ultimate Tax Savings Blueprint — customized to your financial needs.

4. Attend a planning session and receive a 25+ page tactical plan with actionable steps to save on taxes.

5. We implement the strategies with you — providing support and documentation to reduce taxes legally.

Other firms might leave you to implement the plan alone. We do not recommend that approach. We also offer support via regular training, virtual events, and 24/7 access to our archive.

Some businesses may also qualify for quarterly calls with a tax advisor.

Can Legacy Tax & Resolution Services Do My Taxes After the Plan?

Yes. Clients who complete a tax plan with us are eligible for reduced pricing on tax prep.

Already have a CPA? No problem. You can take our plan to them.

What If I Don’t Plan?

If you fail to plan, you plan to fail. You could be missing out on major, compounding savings every year.

How Does Our Tax Plan Help?

Our tax plan uses four pillars:

• Maximized deductions

• Strategic credits

• Tax gap discovery

• Dynasty strategies

These pillars enhance your strategy now and preserve wealth for the future.

Optimal Tax Management

We’re not competing with your CPA. We believe high-income earners need both tax strategy and compliance experts.

How Much Will It Cost?

We offer a Win-Win Guarantee. If we don’t find savings equal to or more than the cost of your plan, we’ll refund up to 100%. Conditions apply.

The Results

• Learn how the elite pay so little in taxes.

• We leverage over 1,500 IRS-approved strategies to save you substantial amounts.

• Our clients pay an average of 9.6% in taxes.

• You get to keep more of your money to invest, spend, and enjoy.

Ready to Go?

Book a free 30-minute strategic tax consulting call with our team.

Not Convinced Yet?

Attend our next 30-minute webinar, where we’ll discuss two underutilized tax strategies that could save you up to $17,843.08.

How Much Could a 25+ Page Tax Plan Add to My Bottom Line?

Choose the service that fits your business.

All clients receive a customized tax-savings plan.

Tax Planning

What is your gross annual revenue?

Type in the amount.

We’ve found there are two types of people:

1. Those who implement the plan themselves

2. Those who want professionals to do it

Most DIY clients miss opportunities, so we offer reasonably priced implementation services.

Tax Strategy Implementation Calculator

Do I Need an Updated Plan Each Year?

Yes. Businesses and tax codes evolve. Ask about discounts on updated plans.

Can I Get a Plan Just to Check My Accountant’s Work?

Yes. We encourage second opinions.

What If I Have Questions?

Our Account Executive Team is ready to help via phone or email.

What If I Don’t Provide All the Info?

We’ll build your plan based on what you provide and update it when we receive everything.

What If I Suspect I Overpaid in Past Years?

We offer Tax Recovery. You might be able to recover overpaid amounts from up to 10 years back. We’ll review past returns risk-free to determine how much could be recovered.