Share Your Information
Complete a short intake form and upload two years of tax returns plus a current P&L or financial statement through a secure portal.
Now accepting a limited number of 2026 clients
We’ll Save You At Least $10,000 in Taxes, or Your Money Back.
Get a CPA-ready Tax Savings Assessment delivered in 14 business days, backed by a clear money-back guarantee.
Built for high-earning professionals and business owners tired of overpaying the IRS.
Vetted strategies
Legal tax-code opportunities
IRS opinion letters
Designed for defensibility
Audit defense available
Support if questions arise
Secure document upload
Bank-level privacy mindset
Tax Strategists, Not Tax Preparers
Year-round planning for people with real tax exposure.
Most tax professionals look backward. FAC reviews where you are now, projects your current-year liability, and builds a written roadmap for reducing taxes through vetted strategies.
- Tax Savings Assessment with projected dollar impact
- Entity structure review and implementation guidance
- CPA-ready packet for your advisor or in-house support
$9,000,000+
in federal taxes saved across client planning engagements
Simple, Secure, Documented
How the Tax Savings Assessment Works
We Build Your Assessment
Our team reviews your documents, runs projections, and identifies legal strategies to reduce your projected tax liability.
Get Results in 14 Business Days
You receive a written, CPA-ready PDF and review the plan with us on a live results call.
Implement With Confidence
Use Tier-One steps with your CPA, or have our in-house professionals support deeper Tier-Two strategies.
What You Receive
A written plan you can actually use.
Executive Summary
Snapshot of your current projected tax liability.
$10,000+ Savings Roadmap
Documented tax reductions you can see in writing.
Tier-One Action Plan
Immediate low/no-cost strategies with estimated dollar impact.
Tier-Two Options
Advanced strategies if you want to pursue deeper savings.
CPA-Ready Packet
A report your CPA can implement with audit-defense notes.
Live Consultation Call
We walk you through the plan and answer your questions.
Most clients see opportunities beyond the $10,000 minimum guarantee.
No Hidden Fine Print
Our 14-Day, $10,000 Minimum Savings Guarantee
If we can’t show you at least $10,000 in projected tax savings in your written assessment, we’ll refund your assessment fee. You’ll see the numbers in black and white within 14 business days of us receiving your complete documents and onboarding form.
- You provide accurate, complete documents and intake answers.
- You upload requested documents within the agreed timeframe.
- You attend the scheduled results call to review the assessment.
Qualification
Is this assessment right for you?
Perfect For
- Doctors, executives, specialists, and high-earning W-2 professionals
- S-corp, LLC, partnership, and business owners with significant taxable income
- People ready to follow a documented, legal plan to reduce taxes
Not a Fit If
- You are looking for grey-area or illegal tax moves
- You are unwilling to provide tax returns and financials
- Your household income is below roughly $250k annually
Client Outcomes
Real Clients. Real Tax Savings.
Medical Professional
Projected savings through entity restructuring and a mix of Tier-One and Tier-Two strategies.
“We finally had a clear plan instead of another surprise tax bill.”S-Corp Business Owner
Liability eliminated through coordinated planning, including Augusta rule and advanced strategies.
“The assessment gave our CPA a roadmap we could act on.”Examples are for illustration only. Individual results vary based on your situation.
Before You Apply
Questions Before You Get Started?
How long does the process take?
Once we receive your complete documents and onboarding form, we deliver your assessment within 14 business days and review it with you on a live results call.
Do you replace my CPA?
No. We create the strategy and roadmap. Your CPA can help implement it, or you can work with our in-house professionals if you choose.
Is this legal?
Yes. We use vetted, legal strategies backed by IRS opinion letters and designed to be defensible in an audit.
What if my CPA disagrees?
Our assessments are written in CPA-friendly language with citations and can be reviewed together on a joint call.
What if you can’t find $10,000 in savings?
You get a refund of your assessment fee as long as you provided accurate information, submitted requested documents, and attended your results call.
Primary Application
Start Your Tax Savings Assessment
Tell us a bit about your situation so we can confirm you’re a good fit and send your secure upload link and onboarding call details.
Your information is encrypted and never sold.
We’ll review your answers before sending next steps.