Tax Strategy Analysis
- Many successful business owners are overpaying in taxes due to improper or outdated entity structures.
- Pass-through entities (S-Corps, LLCs, partnerships, sole proprietors) often expose owners to tax rates exceeding 50% in some states.
- C Corporations may miss out on significant tax advantages available through Sub-S or alternative structures.
- Most businesses were originally set up based on general advice—without specialized tax-legal planning.
- True tax optimization requires a blend of specialized legal knowledge + advanced tax strategy, which most firms do not provide.
Our Solution
- We partner with a specialized Tax Law Consulting Firm focused exclusively on business tax strategy optimization.
- Since 2002, they have served 3,800+ small and mid-sized businesses across all 50 states.
- Led by a Managing Partner who is:
- An Attorney
- Master of Laws (LL.M.) in Taxation
- CPA
- Member of the U.S. Tax Court Bar
- Strategies typically reduce taxes by 20–40%, with savings that continue every year.
- Areas of expertise include:
- Entity & Corporate Structuring
- Retirement Planning
- Succession Planning
- Estate Planning
- Education Planning
- Advanced statutory tax strategies
How We Work And Paid
- All of our Tax Strategy Analysis plans are done with no obligation and the fees are based on the savings and the amount of legal work required. Typical 1st year ROI is 80% -100% and 5 year ROI is, typically, over 800%
- Compensation is a fixed fee considering only your first-year tax savings and work requirements.
- You will receive an estimated savings report during your complimentary analysis before making any commitment.
Let’s schedule a FREE introductory call or meeting to get started
