Some of our current clients

Houston-area Wedding Venue operator saves more than $63K a year with their tax plan.

Houston-area Wedding Venue operator stands to save more than $63K a year with their tax plan.

Imagine what you could do with an extra $5K per month cash flow.

This client utilizes multiple legal entities and has implemented a Cost Segregation study to accelerate depreciation. This resulted in a one-time $315,000 tax reduction.

This Janitorial Service purchased another company and SAVED 400% in taxes by buying the company! (Yes...you read that right! They saved over $200K in tax by buying a company for $50K)

By carefully arranging their operating companies, we found a way to save another $35K+ per year in tax on an ongoing basis.

Landscape Architect saves more than trees.

A single-person Landscape Architect saved $8,900 in her first year with our Tax Plan. By employing an entity structure to optimize salary and maximize her retirement contributions, she saves on both income taxes and payroll taxes.

STOP MAKING EXCUSES! (no more Yeah, BUts...)

"BUT...I already HAVE a CPA"

No offense to your brother-in-law the CPA. He's probably doing the best job he can in reporting your tax to the IRS diligently. But that's all he's doing, isn't it? He's not advising you on how to structure your business to take advantage of the tax laws.

We know simple to sophisticated tax savings strategies that are PROVEN to work, even if you are audited. We don't sell off-shore tax havens or other crazy plans you may have read about in the news. Once you learn the secrets from us, you'll want to slap your brother-in-law for not sharing these fully-documented secrets with you.

"BUT...I'm too small for this!"

Our strategies work great even if you are starting out or are still small. What better way to increase your cash flow than by paying less tax! Wouldn't that HELP you grow faster? Yes, Absolutely!

And if you can apply our strategies as you grow, you'll get even MORE value from that initial plan than by wasting all those tax dollars waiting to get "big enough" to play in the Big Sand Box.

BUT...It's too expensive for me!

Balderdash! In the first year alone, we'll show you how you can save a multiple of the cost. You'll see similar savings year-after-year without having to pay the planning fee again! And, as your situation evolves, we can update or modify your plan to keep the savings going.

I often ask my clients, "If I gave you a $5 bill for EVERY $1 bill you gave me, how many $1 bills would you give me?"

The correct answer is, of course, "As many $1 bills I can find!"