What a tax plan can surface
A representative example of a five-strategy plan for one business owner:
| Owner compensation & payroll | $4,200 |
| Retirement plan design | $2,800 |
| Entity structure review | $3,600 |
| Accountable plan & home office | $2,400 |
| Income shifting & timing | $3,100 |
| Projected Year-1 Total | $16,100 |
Sample only. Actual opportunities depend on entity structure, income, documentation, eligibility, and implementation. Results vary — no savings amount is guaranteed.
The problem
Why your tax bill hasn't moved
Your accountant files. They don't plan.
Tax prep looks backward at the year that already happened. Planning looks forward — and that's where the savings live.
The tax code rewards strategy, not filing.
Most business tax savings require deliberate setup during the year. Filing alone — even perfect filing — won't capture them.
The biggest wins aren't new.
Accountable plans, home-office rules, income shifting, S-corp salary optimization — they've existed for years. Most owners have never had them applied.
"Good news: we found $15,000+ in potential savings for your business. Bad news: most of it has been available to you for years."— Matthew Cumley, tax strategist at All American Tax, describing a typical plan review. Illustrative; results vary by business.
How it works
From assessment to savings, step by step
Step 1: Take the Assessment
3 minutes. No documents required.
Step 2: We Review Fit
Our team reviews your answers. You'll get an invitation to consult — or a direct answer if it's not a fit.
Step 3: Free Analysis
You share your prior returns and basic financials. We run the numbers against your actual business — at no cost.
Step 4: Your Savings Reveal
We show you the savings total we identified and which strategy areas it comes from. Free. No obligation.
Step 5: The Blueprint
Only if you move forward: $4,500 flat for the full written plan — every strategy in detail, projections, and implementation steps.
Honest screening
Is this for you?
Strong fit
- Annual revenue above $250,000 (ideal: $500k+)
- Annual profit above $75,000 (ideal: $150k+)
- Federal/state tax bill above $10,000 last year
- S-Corp, LLC, partnership, or 1099 professional
- Currently reactive (filing only), not proactive
- Open to a paid engagement if the numbers justify it
Not a fit
- W-2 income only
- Revenue under $150,000
- Seeking IRS debt resolution
- Seeking free individualized tax advice
- Needing basic tax prep without strategy
Transparent pricing
You see your number first
- First: analysis of your returns + your savings reveal
- Entity, owner compensation & payroll review
- Retirement, deduction & timing strategy review
- Written Tax Savings Blueprint with every strategy in detail and prioritized recommendations
- Implementation roadmap + plan review call
Ongoing accounting available separately at $500/month — optional, never required. No hidden fees. No upsell pressure. We're transparent about the fee because the Blueprint isn't designed for every taxpayer — it's for business owners with enough tax liability and complexity for planning to make financial sense.
You don't pay to find out
We run your analysis free. You see the savings total we identified — and the strategy areas it comes from — before you spend a dollar. If the numbers aren't there for your business, you'll know at no cost, and we'll tell you directly.
The free analysis identifies potential opportunities based on the information you provide. Actual tax results depend on eligibility, documentation, timing, implementation, and your complete facts and circumstances.
Common questions
Asked before the assessment
I already have a CPA.
Perfect — this is planning, not prep. Most of our planning clients keep their existing CPA. We map the strategy; your accountant — or ours — runs it. The plan is yours either way.
What does the free analysis include?
You share your prior tax returns and basic financials, and we run the numbers against your actual business. Then we show you the savings total we identified and which strategy areas it comes from — free, no obligation. The full detail behind each strategy, the projections, and the implementation steps are what the $4,500 Blueprint delivers.
Why $4,500? That seems expensive.
A typical plan identifies five figures in year-one opportunities — though every business is different and results vary. And you don't have to take that on faith: the analysis is free, so you see the number we found for your business before you decide whether the Blueprint is worth it.
Can you guarantee exact savings?
No — exact results depend on your facts, documentation, eligibility, and implementation, and any firm that promises a specific tax outcome is overpromising. That's exactly why the analysis is free: you see what we actually identified for your business before you pay anything, instead of trusting a promise.
What if I'm not a fit?
Then we'll say so — directly, at whatever step we learn it, and you'll have paid nothing. The goal isn't to sell every person a plan. The assessment and the free analysis exist to screen for enough tax liability and complexity for the engagement to make sense.
What's actually in the plan?
A written roadmap: the specific strategies that apply to your business, any cleanup needed to use them, and step-by-step implementation guidance.
Do I have to use you afterward?
No. Ongoing accounting at $500/month is optional. Plenty of clients take the plan back to their existing accountant.
Prefer to talk it through? Call (913) 764-1520.
See if your business is a fit
Three-minute assessment. No documents, no cost, no card. If your business is a fit, your analysis is free. If it isn't, we'll tell you directly.
Most of these strategies have to be set up during the tax year. Start now, and a plan can still shape this year's return.
Take the 3-Minute Assessment →