You're probably paying
more in taxes than you should.
Most business owners and high-income individuals overpay because nobody ever took a look at the full picture. Our Strategic Tax Assessment changes that.
"By the time most clients come to us, they've already filed returns that left real money behind - money that a proper strategy could have kept in their pocket."
- Brian Liebert, CPAA complete review of your tax position, with a clear path forward.
Your tax return tells you what happened. The Strategic Tax Assessment tells you what to do about it. It's a one-time, in-depth review of your complete tax picture - built to find what your annual filing was never designed to look for.
We examine your entity structure, income streams, deductions, investment activity, and multi-state exposure, and identify the planning opportunities available to you right now - each one quantified and ranked by impact.
You leave with a written Tax Strategy Blueprint: not generic advice, but a specific plan built on your numbers, ordered by what it's worth.
Four steps. One comprehensive picture.
Every assessment covers missed opportunities, strategies you can leverage today, and a roadmap for what's ahead.
Prior Year Review
We start by looking backward. We'll review your previously filed returns to determine whether anything was missed, misclassified, or left on the table. If we find anything we'll tell you whether an amendment is worth filing.
- Line-by-line review of prior filed returns
- Missed deductions, credits & elections
- Amendment opportunity analysis & refund estimate
Income & Deduction Analysis
Next we examine your income sources and how they're being taxed. We'll review your entity structure, business & personal deductions, and identify opportunities to minimize your tax burden.
- Entity structure & S-corp election analysis
- Home office, vehicle, business & real estate deductions
- Personal itemized deductions
Retirement & Wealth Analysis
Then we turn to the assets you're building. The right retirement structure can shelter far more income than most business owners realize, and how your investments and property are structured drives what you'll owe when you eventually sell.
- Retirement plan contribution strategy
- Solo 401(k) and SEP IRA comparison
- Employer equity strategies
Forward-Looking Tax Plan
Finally, we project what's coming. An estimated tax schedule helps avoid April surprises. A roadmap to implement tax strategies ensures you maximize the value of your plan.
- Estimated tax projection & quarterly payment schedule
- Safe harbor & underpayment penalty avoidance
- Strategy implementation roadmap
Your Tax Strategy Blueprint
At the conclusion of our assessment, you receive a written Tax Strategy Blueprint - a prioritized, actionable document that spells out exactly what strategies apply to your situation, what each one is worth, and how to implement them.
This isn't a summary memo of your tax return. It's a forward-looking plan, built on your numbers, that you can act on immediately.
Built for business owners and high-income individuals who are serious about their tax position.
The Strategic Tax Assessment is most valuable for people at an inflection point - where the decisions you make now will compound for years. If any of these sound familiar, this engagement is designed for you:
Simple. Focused. No surprises.
Schedule a Call
We'll meet, make sure this is a great fit for you, and kick things off.
Intake & Document Review
We collect your prior tax returns, current-year financials, and other relevant tax information.
Assessment & Analysis
We analyze your complete tax picture and develop a strategy blueprint for you to execute on.
Blueprint Delivery & Debrief
You receive a custom Tax Strategy Blueprint and a 60-minute debrief call where we walk through every strategy in detail.
Strategic Tax Assessment
One flat fee. No hourly billing. No hidden charges. Everything you need to understand your tax position and take control of it.
- Prioritized list of tax-saving strategies
- Quarterly estimated tax guidance
- Implementation checklist
- Amendment recommendations for prior year filings
- 60-minute debrief with your CPA