Free · CPA reviewed
Tax Analysis & Tax Reduction Consultation
We provide a CPA's evaluation and tax planning services that minimize and eliminate unnecessary taxes. For qualifying business owners and executives, we create an Executive Benefits Plan that redirects revenues into 412/413(a) plans and other Internal Revenue Code provisions — cutting taxes by 50% to 90% or more.
The Problem
Taxes are the largest expense of your working life.
You pay more than the law requires
A return records what already happened. Without planning, provisions you legally qualify for go unclaimed every single year.
Revenue is taxed before it ever works for you
Business income taxed at the top bracket loses its compounding power. Redirected correctly, that same revenue funds your own benefit plan instead.
No one is coordinating tax, benefits, and retirement
Your CPA, your advisor, and your attorney rarely talk. The gaps between them are where the money goes.
The Solution
How a 50%–90% reduction actually happens.
1. Tax analysis
We review your last returns, entity structure, and income mix — W-2, 1099, K-1, rental, and capital gains — to quantify exactly what you overpaid.
2. CPA evaluation
A licensed CPA evaluates every strategy before it is proposed. Nothing rests on an aggressive interpretation of the Internal Revenue Code.
3. Executive Benefits Plan design
We design a plan that redirects revenue into 412/413(a) plans and other Code-sanctioned structures — turning tax dollars into your own funded benefit.
4. Implementation & annual review
We implement with your CPA, document the support, and revisit each year as income, law, and life change.
Questions
Tax analysis questions, answered.
- What is a tax analysis and what does it cost?
- It is a complimentary, no-obligation review of your W-2, 1099, and K-1 income alongside the taxes you actually paid last year. A licensed CPA reviews your answers and we walk you through the provisions of the Internal Revenue Code you may already qualify for. There is no fee and no obligation to move forward.
- How can taxes realistically be cut by 50% to 90%?
- Reductions of that size come from structure, not loopholes. We coordinate entity setup, an Executive Benefits Plan, and qualified plan design — including 412(e)(3) and 413(a) arrangements — so revenue is redirected into your own benefit plan before it is taxed at the top bracket. Results depend on your individual facts and circumstances and are never guaranteed.
- What is a 412/413(a) plan?
- These are IRS-recognized defined benefit and pooled plan designs that allow substantially larger deductible contributions than a 401(k) or SEP. For a profitable owner or professional practice, they can shelter a large share of income while building a guaranteed retirement benefit for you and your key people.
- Do I need to replace my CPA to work with you?
- No. Most clients keep their CPA. We work alongside your existing accountant, provide the plan design and documentation, and let them handle the filings. If you do not have a CPA, we can introduce you to one of the licensed CPAs we work with.
- Who is a good fit for the Tax Reduction Consultation?
- Business owners, executives, family offices, CPA firm clientele, and high-income professionals — typically with $250,000+ of income or significant K-1 or 1099 earnings. We currently work with clients in California, Arizona, Michigan, Nevada, and Ohio.
- What information do I need for the questionnaire?
- Rough numbers are fine. You will be asked for your W-2, 1099, K-1, and other taxable income, the total tax you and your spouse paid last year, your business entity type, employee count, and whether a retirement plan is already in place. It takes about three minutes.