Helping Service-Based Businesses Paying Over $10K in Taxes Save Money with Strategic Tax Planning
Paying a lot in taxes but not seeing cash in your account
Not sure when to choose an S-Corp or how to set owner pay
Books feel messy, April feels stressful
A customized assessment that finds your path to meaningful tax savings-fast.
One-On-One Deep Dive into Your Taxes
2-Year Retroactive Tax Savings Audit
Projected IRS Tax Liability
Personalized Tax Savings Plan
If we can’t find $10,000+ in tax savings, you pay nothing—your assessment fee is fully refunded.
If your net profit is around $75K+, an S-Corp often helps. We'll run the numbers in your assessment.
Your two most recent filed tax returns, your year-to-date Profit & Loss and Balance Sheet, and your top 3 goals.
A 30-minute discovery call. A 60-minute onboarding call. You will get a full pdf assessment within 72 hours.
No-Risk Guarantee: If we can’t find $10,000+ in legal tax savings, your $2,497 fee will be fully refunded.
Yes—secure portal + Google Meet. Easy uploads, straightforward steps.
A consultant in Oklahoma City felt stuck—owing $253,000 and scared to make a move. In the Tax Savings Assessment, we walked through every line, confirmed S-Corp timing, set owner pay, and added an accountable plan for reimbursements. The next morning, they had a one-page plan with exact steps. Result: $227,000 in identified savings for year one and a calm, confident path to follow. “I finally feel in control.” — Consultant, OKC
An agency owner in Tulsa was bracing for a $116,000 bill. After the Assessment, we adjusted entity strategy, fixed bookkeeping gaps that increased taxes, and mapped deductions to goals. They left with a simple checklist and dates. Result: $86,000 in year-one savings identified and no more guesswork. “Clear steps. Real savings.” — Agency Owner, Tulsa
Still Confused About Our Features? Get A Consultation
Not sure how our tax strategies or services can help your business? No worries! Book a consultation with us to get a clear understanding of how we can work together to reduce your tax burden and help your business thrive. Let’s simplify the process and answer all your questions—so you can move forward with confidence.
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