Most clients see immediate savings within 30 days. We can implement retroactive strategies that apply to your current tax year, and often amend previous returns to recover overpayments from the past 3 years. On average, clients receive their first savings within 45 days.

Unlike traditional CPAs who focus on compliance and filing, we're tax strategists who proactively find ways to reduce your tax burden. We use 47 different tax reduction strategies, provide year-round planning, and guarantee savings or you pay nothing. Most CPAs know these strategies exist but don't have the time or incentive to implement them.

Absolutely. Every strategy we implement is 100% legal and backed by the IRS tax code. We provide full documentation and include audit protection with every client engagement. In 10+ years, we've had less than 1% audit rate (national average is 2.4%), and we handle everything if you are selected.

Your free discovery call includes: A 47-point tax deduction audit of your current situation, personalized savings calculation showing exactly how much you're overpaying, a custom tax strategy blueprint with specific recommendations, 30-minute consultation with a senior tax strategist, and a detailed action plan you can keep even if you don't work with us. This normally costs $750 but is free for qualified business owners.

Our fees are based on a percentage of your documented tax savings - typically 15-25% of what we save you. This means if we don't save you money, you don't pay us anything. Most clients save 3-5x our fee in the first year alone. We also offer flat-rate packages starting at $397/month for ongoing tax strategy and compliance.