How much money could a 25+ page customized business tax reduction plan add to my bottom line?

Thousands of Tax Planning Strategy Combinations

Our technology and team of experts consider over 1,400 federal, state, and local deductions as they review your unique situation. We find the most effective tax planning strategies for maximizing deductions, legal entity structures, retirement planning, insurance and asset protection, economic relief programs like the CARES Act, exit and capital gains, and other advanced strategies.

Return on Investment Method

This is an overview of the Return on Investment (ROI) Method. It shows that we look for tax savings in retirement planning, income shifting, overall goals analysis, optimization of deductions, entity structuring, and tax loopholes and credits.  These strategies and more are used to create our overall tax plan

This details the phases of tax planning, starting with receiving the proposal, finalizing the plan, implementing the plan, quarterly reviews, and preparing the annual tax returns.

This is all about the numbers. It shows the overall tax plan savings for the year.  Then we add the tax-free income that we have found. Next is the investment in the tax plan. Then we show the amount you get to keep, after all fees.  Finally, we show the tax saving over 10-year savings.

This next slide is really cool. This is a comparison. Option one is if you do no tax planning at all.  You would pay $0 for the tax plan, and then the IRS would keep all of the tax savings, leaving you with no savings.  In option two, you would pay the tax planning fees you would have the tax savings and get the keep the remainder.  The last part adds in the tax-free savings we found.

Next, we’re going to break down the categories of savings that we have found in year one. These will be detailed on the following pages.

This would show the savings that were detailed on the prior pages of the plan and provide a calculation of the return on investment in the plan or year one.

This would details of the tax plan for year two and beyond

This would be the result for year two, including the return on investment in the plan.

This presents the return on investment over 10 years in a graph.

This is where we will talk about the next steps.  We begin by signing an engagement letter, then go forward with the onboarding meeting, finalize the tax plan, and then implement that tax plan.

We offer implementation as a separate optional service.  We have found that a high percentage of our clients, without help, only implement a portion of the plan and miss out on huge savings.

Frequently asked questions

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

We can’t speak for your accountant, but we find that many accountants are not qualified to create a comprehensive plan, they lack the time or staff to accomplish all that is necessary to take full advantage of a comprehensive plan or they are simply unaware they are not optimizing their clients’ businesses for tax savings (maybe ask them).

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

Because everyone’s situation is unique, we can’t promise you specific savings until reviewing your situation. However, the following graph can give you an idea of potential savings based on your annual business revenue.