Below you'll find the exact strategies we use to save business owners and high earners $30K–$200K+ per year. Read them. Understand them. Then book a call so we can implement the ones that fit your situation.
🔊 Turn your sound on. This is important.
Book a Free Strategy CallFiling your taxes and reducing your taxes are two completely different jobs. Most CPAs do the first one. Almost none do the second.
Most tax firms keep their methods vague so they can sound impressive on a call. We don't. Here are the actual plays we run. Read them. The call is about figuring out which ones fit your situation and how fast we can implement.
If you're a sole prop or single-member LLC clearing $80K+, you're paying self-employment tax on every dollar. Electing S-Corp status and setting a reasonable salary moves a large chunk of your income out of the 15.3% SE tax zone, legally.
If you own rental or commercial property, the IRS allows you to reclassify portions of the building into shorter depreciation lives (5, 7, 15 years instead of 27.5 or 39). Done right, this creates massive paper losses in year one.
If you or your spouse qualifies, rental losses stop being "passive" and start offsetting your active W-2 or business income. This is the single most powerful tool high earners use to drop their effective tax rate into the teens.
Rent your personal residence to your own business for up to 14 days a year at fair market rate. The business deducts it. You receive the income tax-free. Used correctly for board meetings, retreats and offsites, this is pure deduction.
If you have a business and kids under 18, you can pay them legitimately for real work. The wages are deductible to your business. They pay zero federal tax up to the standard deduction. The money funds Roth IRAs, college, or anything else.
Forget the $7K IRA limit. Self-employed and small business owners can shelter up to $69K per year (more if over 50) through a properly structured Solo 401(k), with after-tax contributions that convert tax-free into a Roth.
For owners over 45 with strong cash flow, a defined benefit plan lets you shelter $100K–$300K+ per year, far beyond what a 401(k) allows. Best used in high-income years to crush taxable income and build serious retirement wealth.
A parent holding company over your operating businesses doesn't just protect assets, it creates new layers for income shifting, intercompany loans, management fees and consolidated tax positions. Standard playbook for serious operators.
Done casually this is a $1,500 deduction. Done correctly through an accountable plan, your business reimburses you for home office, internet, phone, vehicle, meals and a long list of legitimate expenses, tax-free to you, deductible to the business.
The right vehicle (over 6,000 lbs GVWR) bought through the business in the right year can be written off almost entirely in year one. Most owners either miss this completely or do it wrong and trigger recapture later. We do it right.
For high-income years and liquidity events, structured giving vehicles let you take the deduction now, control distribution timing, and donate appreciated assets without paying capital gains. Used by every family office for a reason.
Sitting on a capital gain from real estate, a business sale, or appreciated stock? Both vehicles let you defer (and in some cases reduce or eliminate) the tax owed by redirecting proceeds into qualifying investments. Timing windows matter.
No fluff. No 12-week onboarding. Here's exactly what happens after you book.
30 minutes. We look at your income, entities and goals, then identify which of the strategies above actually fit your situation and roughly what they're worth to you.
If we're a fit, we build a written strategy document mapping every play we recommend, the order of operations, the savings estimate, and what documentation we need from you.
This is where most firms stop. We don't. We file the entity elections, structure the plans, set up the accountable plans, and handle the paperwork. You sign things. We do the rest.
Bookkeeping, quarterly reviews, and tax filing all happen under one roof. No more "wait until April to find out." Strategy is a year-round position, not a one-time event.
The point of this call isn't to sell you. It's to figure out, on paper, whether we can save you enough to make working together obvious. If we can't, we'll tell you and you'll leave with clarity. Either way you win.
Every strategy on this page is written into the U.S. tax code. The IRS itself created these provisions to incentivize specific behaviors like business ownership, hiring, retirement saving, real estate investment and charitable giving. We don't do gray-area schemes. We just use what's already there, with the documentation to back it up.
Most CPAs file taxes. They don't engineer them. If your CPA hasn't proactively walked you through entity restructuring, an accountable plan, cost seg, REPS, or a defined benefit plan, you're getting compliance not strategy. Both jobs matter. We do the second one and coordinate with the first.
There's no hard minimum, but most of the strategies above start paying off when you're earning $100K+ from a business or have appreciable assets. On the call we'll quickly tell you whether we can save you enough to make working together worth it for both sides.
That's exactly what the call is for. Pricing depends on which strategies fit, how complex your situation is, and what level of ongoing support you want (bookkeeping, filing, quarterly strategy). What we can promise is this: if we can't save you significantly more than we charge, we'll tell you on the call and won't take you on.
That's a different conversation and we handle it differently. Book the call and mention it up front. We have specific people on the team for active IRS matters.
Nothing formal. Just rough numbers in your head: what you made last year, what entity structure you have (if any), whether you own real estate, and what you'd ideally want to change. We'll take it from there.
Pick a time below. 30 minutes. No pressure, no pricing pitch. Just a real conversation about which of these strategies belong in your tax position.
This call is 100% free. We will never pressure you into anything. If we can't help you, we'll tell you. Results vary based on individual tax situations. All strategies are legal and compliant with current IRS guidelines.