FAQ - Tailored Tax Solutions | Tax Planning & Strategy

General Questions

Learn about who we are and what we do

Strategic tax planning is a proactive, year-round approach to minimizing your tax liability legally. Unlike traditional tax preparation that looks backward at what you already earned, strategic planning looks forward to help you structure your income, business, and investments in the most tax-efficient way possible. We analyze your entire financial picture and implement strategies that can save you thousands.

Most CPAs focus on tax preparation and compliance - filing your returns based on what already happened. We work alongside your CPA by providing proactive tax strategy throughout the year. We identify opportunities to reduce your taxes before you earn the income, then your CPA implements those strategies at tax time. Many of our clients keep their existing CPA and add us as their strategic tax advisor.

We work best with business owners, self-employed professionals, and high-income earners (typically $150K+) who are paying $30K or more in taxes annually. If you're frustrated with your tax bill and want to legally reduce what you pay, you're likely a good fit. During your free strategy session, we'll determine if our services can provide significant value for your specific situation.

The Keep More Protocol™ is our proprietary 4-step framework: Discover (analyze your situation), Design (create custom strategies), Deploy (implement solutions), and Defend (maintain compliance and audit protection). This systematic approach ensures no tax-saving opportunity is missed and every strategy is properly documented and defensible.

We serve clients nationwide. Since we focus on federal tax strategy and planning rather than state-specific tax preparation, we can work with business owners and high-income earners across the United States. All consultations and strategy sessions are conducted virtually for your convenience.

Pricing & Investment

Understanding the value and cost of strategic tax planning

Our fees are customized based on the complexity of your situation and the strategies we implement. Most clients invest between $3,000 and $15,000 annually for comprehensive tax planning services. During your free strategy session, we'll provide a specific proposal based on your needs and the potential tax savings we identify. Our goal is to save you 3-10X what you invest in our services.

We don't take on clients unless we're confident we can save them significantly more than our fee. While we can't guarantee specific results (tax situations vary), our average client sees 5-10X return on their investment in the first year alone. We'll provide a clear projection of potential savings during your strategy session before you make any commitment.

Yes! We offer flexible payment options including monthly payment plans to make our services accessible. We believe the right tax strategy shouldn't be out of reach due to cash flow concerns. Payment terms will be discussed during your consultation based on your specific engagement.

Absolutely! Your initial Tax Strategy Assessment is completely free with no obligation. During this 30-45 minute session, we'll review your tax situation, identify potential savings opportunities, and determine if we're a good fit to work together. There's no pressure or obligation to move forward - just valuable insights you can use regardless of your decision.

Our comprehensive service includes: initial tax situation analysis, customized tax strategy plan, entity structure recommendations, retirement and asset protection planning, quarterly strategy reviews, year-end tax planning sessions, audit protection documentation, and ongoing support throughout the year. You also get direct access to our team for questions as they arise.

Process & Timeline

What to expect when working with us

Some strategies can be implemented immediately and provide savings in the current tax year, while others are designed for long-term benefit. Typically, clients see significant tax reduction within the first year of implementation. The sooner in the year we start, the more opportunities we have to maximize your savings.

After your free strategy session, if we're a good fit, we'll send you an engagement agreement and gather necessary documents (tax returns, financial statements, business documents). We'll then conduct a deep-dive analysis and schedule a strategy presentation meeting where we walk you through our recommendations. Implementation begins immediately after approval.

After the initial onboarding (3-5 hours over 2-3 weeks), ongoing time commitment is minimal. We typically schedule quarterly check-ins (30-60 minutes each) and a year-end planning session. We handle the heavy lifting - research, strategy development, and documentation - so you can focus on running your business.

Yes! While the best time to start is at the beginning of the year, we can still implement strategies even late in the year. Some tax strategies can be retroactively applied or implemented before December 31st. Even if you're approaching the deadline, it's worth having a conversation - we may still be able to save you significant money.

No! Most of our clients keep their existing CPA for tax preparation and compliance. We provide the strategic planning and work collaboratively with your CPA to ensure strategies are properly implemented. If you don't have a CPA or need a new one, we can also provide referrals to tax preparers we trust.

Tax Resolution & IRS Issues

Help with back taxes, liens, levies, and IRS problems

Yes! We offer comprehensive tax resolution services for clients facing IRS issues including back taxes, liens, levies, wage garnishments, and unfiled returns. We negotiate directly with the IRS on your behalf to stop collection actions and find the best resolution for your situation, whether that's an installment agreement, Offer in Compromise, or other relief programs.

We provide full audit representation and defense services. If you're facing an IRS audit, we'll represent you throughout the entire process, handle all correspondence with the IRS, gather necessary documentation, and protect your rights. Our clients don't have to face the IRS alone - we handle everything.

In emergency situations, we can often stop or release a levy or wage garnishment within 24-72 hours by working directly with the IRS. Time is critical with collection actions, so if you're facing a levy, garnishment, or bank account seizure, contact us immediately for emergency assistance.

Potentially, yes. Through an Offer in Compromise (OIC), you may be able to settle your tax debt for less than the full amount owed if you qualify. We'll analyze your financial situation to determine if you're eligible for an OIC or other resolution options like Currently Not Collectible status, penalty abatement, or installment agreements.

We can help! We'll prepare and file all back tax returns, negotiate with the IRS to minimize penalties and interest, and set up a resolution plan. The longer you wait, the worse it gets, so it's important to address unfiled returns as soon as possible. We handle these situations with complete confidentiality and without judgment.

Frequently Asked Questions

General Questions

Pricing & Investment

Process & Timeline

Tax Resolution & IRS Issues

Still Have Questions?