Tax prep records what already happened. Tax planning looks for what can still be changed. Take the Business Owner Tax Savings Assessment — if your business qualifies, we run a full analysis of your returns free and show you the savings opportunities we identify before you pay anything.
Take the 3-Minute Assessment →A recent anonymized plan identified five strategies for one business owner:
| Strategy 1 | $4,200 |
| Strategy 2 | $2,800 |
| Strategy 3 | $3,600 |
| Strategy 4 | $2,400 |
| Strategy 5 | $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.
Tax prep looks backward at the year that already happened. Planning looks forward — and that's where the savings live.
Most business tax savings require deliberate setup during the year. Filing alone — even perfect filing — won't capture them.
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, tax strategist at All American Tax, describing a typical plan review. Illustrative; results vary by business.
3 minutes. No documents required.
Our team reviews your answers. You'll get an invitation to consult — or a direct answer if it's not a fit.
You share your prior returns and basic financials. We run the numbers against your actual business — at no cost.
We show you the savings total we identified and which strategy areas it comes from. Free. No obligation.
Only if you move forward: $4,500 flat for the full written plan — every strategy in detail, projections, and implementation steps.
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.
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.
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.
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.
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.
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.
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.
A written roadmap: the specific strategies that apply to your business, any cleanup needed to use them, and step-by-step implementation guidance.
No. Ongoing accounting at $500/month is optional. Plenty of clients take the plan back to their existing accountant.
Three-minute assessment. No documents, no cost, no card. If your business is a fit, we'll run your analysis free and show you what we find — you pay nothing until you've seen your number. If it isn't a fit, we'll tell you directly.
Take the 3-Minute Assessment →