Your CPA Files. We Find the Money They Miss.
We analyze your business across 436 federal strategies (2,500+ total), build the plan, and implement it with white-glove documentation. You spend ~2 hours in the first 2 weeks. We handle everything else.
$127M+ verified savings · 500+ businesses · 98% retention
(2,500+ with state/local)
How It Works
Discovery & Analysis (Days 0–14)
We map your tax landscape and find the money.
Strategy Report (Day 21)
Your prioritized plan with risk & timelines.
White-Glove Implementation (Day 28+)
We quarterback 100+ steps per strategy.
Quarterly Optimization (Ongoing)
Strategy stays compliant and compounding.
What We Implement
Who We Serve
$250K+ federal tax liability
Multi-entity / multi-state operators
Founder/CEOs post-liquidity or high W-2 comp
If that's you, your savings range is typically $100K–$500K+.
Results
12 strategies implemented
Post-ERC liability eliminated
IRS audit: no adjustments in 2 weeks
FAQ
Do I need to change CPAs?
No. We work alongside your existing CPA.
When do fees apply?
Performance-based—you pay after Verified Savings (RoboTax Tax Team sign-off + your CPA's verification).
How fast do results show up?
Quick wins in 30–90 days; complex 90–180. Most clients see benefits in the current tax year.
What's the guarantee?
If we don't identify at least 10× the analysis fee in qualified savings, we refund the fee.
Ready to See What Your CPA Missed?
Start with your Tax Analysis. Two hours of your time. Zero risk. If we don't identify at least 10× the analysis fee in qualified savings, it's fully refundable — and you keep the full analysis and findings at no cost.
500+ businesses analyzed · $127M+ verified savings · 98% retention