The Reason It Matters
For High-Income Founders · $400K+ Revenue · $100K+ Tax Liability
The IRS doesn't send refund reminders. Your accountant files what you give them. And every year, high-earning founders silently overpay tens of thousands in taxes that were completely avoidable — if someone had looked.
The Problem
Filing taxes and optimizing taxes are two entirely different services. Most founders only receive one of them — and they're paying for both.
"I assumed my CPA was handling it. Turns out they were just recording what happened — not shaping what should happen next."— Founder, SaaS company, $1.2M revenue
The Service
A Strategic Tax Planning Framework for High-Income Earners Draining over $100K in Taxes
A focused, project-based engagement designed to do exactly one thing: find where you're leaking money to the IRS — and show you precisely how to stop. No retainer. No ongoing commitment. Three deliverables. Immediate clarity.
A clear diagnosis of your current tax position — the leaks, the gaps, and the structural inefficiencies costing you real money right now.
A personalized map of every legal, legitimate strategy that applies to your business profile — from foundational to advanced.
Not a report that collects dust. A ranked, sequenced blueprint you can hand to your team or implement immediately.
Who This Is For
This isn't for W-2 employees or early-stage startups. The Tax Optimization Assessment is purpose-built for founders whose income has grown fast enough that the tax exposure is now material — and where the right moves can mean six figures back in your pocket.
If you've been relying on the same accountant you hired in year one, the gap between what you're paying and what you should pay is almost certainly significant.
How It Works
Sign the engagement agreement and submit payment ($5,000 due at signing). You'll complete a brief intake form covering your entity structure, income sources, and current tax situation.
A focused strategy call to go deeper on your numbers, business model, and goals. This is where we identify the highest-leverage opportunities specific to your situation.
We review your existing returns, entity structure, compensation model, and financial position through the lens of missed strategy — not just compliance.
You receive your Tax Snapshot, Opportunity Map, and Tax Optimization Action Framework. We walk through each one together in a final delivery session so you leave with complete clarity on next steps.
The Reason It Matters
The Opportunity Cost of Waiting
That's the range of savings most founders in your position are leaving on the table — legally, every single year — simply because no one built them a strategy.
Start Your AssessmentSavings ranges based on typical client profiles. Individual results will vary.
Why This Works
You receive exactly what you need to make decisions — nothing more, nothing less. Clarity is the product.
Every strategy we surface is grounded in the tax code. We identify every legitimate advantage available to you — and build a plan to capture it.
This is a project. You pay once, get answers, and move forward — with or without continued engagement.
Common Questions
Ready to Find Out What You're Overpaying?
Spots are limited. The Tax Optimization Assessment is a focused, high-attention engagement — not a volume service. If you qualify, let's find out what's leaking.
Request the Assessment — $5,000Project fee due at signing · 3 deliverables · No ongoing commitment required
Questions? Reach us at [email protected] · All client meetings are via virtual appointment.
