
Tax Strategy Blueprint — Personalized, IRS-compliant tax plan with prioritized savings opportunities.
Discovery Call — Onboarding call with a Tax Expert to review income, entities, deductions, and goals.
Strategy Review Call — Guided walkthrough of your completed plan and implementation roadmap.
Strategy Summaries + IRS References — Plain-English explanations backed by IRS code for accurate execution.
Implementation Guides — Step-by-step instructions for each recommended strategy.
Document Templates — Ready-to-use agreements, logs, policies, and reimbursement templates for clean compliance.



Identifies your top tax-saving opportunities for the upcoming year
Prioritized recommendations so you know what to implement first
Clear projected savings for each strategy
Built to match IRS rules so you can execute with confidence

Review of your current financial situation and tax structure
Identification of missed deductions you qualify for
Clarification of what you want to optimize or reduce
Sets the foundation for your personalized strategy blueprint

Explanation of each strategy and why it applies to you
Step-by-step implementation order
Expected annual savings for every recommendation
Compliance notes so you avoid mistakes most business owners make

Easy-to-understand explanations of complex tax strategies
Direct IRS code references for full accuracy and compliance
Helps you communicate clearly with your CPA
Eliminates guesswork in documentation and execution

Detailed instructions on what actions to take
Exact documentation you need to maintain
Timeline guidance for when to implement each step
Ensures every move aligns with IRS requirements

Ready-to-use agreements, logs, and reimbursement forms
Built to IRS standards to support audits and reviews
Easy to customize for your business structure
Saves hours of administrative work and reduces CPA costs


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