FROM TAX ANALYSIS TO $100K–$500K SAVINGS

Most CPAs File. We Find the Money They Miss.

A transparent 4-phase process that identifies $100K-$500K in tax savings, implements every strategy with white-glove service, and keeps you optimized quarterly. You spend 2 hours. We handle everything else.

See How It Works Book Your Tax Analysis

For business owners with $250,000+ federal tax liability

2,500+

Tax Strategies
Federal, State & Local

$127M+

In Verified Tax Savings
Across 500+ Businesses

2hrs

Total Time Investment
Over First 2 Weeks

98%

Client Retention Rate
Year Over Year

THE 4-PHASE ROBOTAX PROCESS

From Discovery to Optimization

Click any phase to jump to the details, or scroll down to explore each step.

Discovery & Analysis

Days 0-14

We get to know your business in detail and map it against 2,500+ strategies. Backed by a 10× guarantee—fully refundable if we don't identify savings worth at least ten times the analysis fee.

Strategy Analysis & Decision Point

Day 21

Get a prioritized, risk-graded roadmap with modeled impact and timelines—implement it yourself or have us run it end-to-end.

White-Glove Implementation

Day 28–35 (Onboarding)

We quarterback the entire tax strategy team—trust & estate counsel, tax attorneys, your CPA, and advisors—through 100+ steps per tax strategy. We manage timing and dependencies and build robust documentation your CPA can file. You review and sign.

Cruise Control: Quarterly Optimization

Ongoing

Four strategic meetings per year to adapt to tax law changes, integrate advisors, and identify new opportunities.

Discovery & Analysis

The foundation of everything. We map your entire tax landscape in 14 days.

DAYS 0-14 • 3 MEETINGS • ~2 HOURS YOUR TIME

What Happens

We start with a 30-minute Tax Analysis Call where we qualify fit and walk through our process. If we're aligned, you engage for our comprehensive analysis.

We then conduct a deep-dive interview to understand your business, gather financial data, and analyze your situation against our database of 2,500+ tax strategies across federal, state, and local jurisdictions—including 400+ at the federal level.

View detailed workflow

Tax Analysis Call (30 min) — Qualification, process overview, alignment check

Engagement — Welcome letter sent; tax strategist assigned; secure portal access granted

Discovery Interview (30 min) — Business structure, revenue, expenses, goals

Document Upload — Tax returns, financials, entity docs via secure portal

AI Analysis (Days 1-10) — 2,500+ strategies scanned across jurisdictions

Human Review (Days 11–13) — Tax strategists validate with our tax legal team and prioritize

Tax Analysis Delivery (Day 14) — 60-minute presentation of findings

Your Involvement

Answer questions about your business structure, revenue sources, and financial goals
Upload 2 years of tax returns and current-year financials to secure portal
Review Tax Analysis presentation on Day 14 (60 minutes)

Your Tax Analysis Includes

Full category scan — Intelligence review across: Business Deductions; Entity Structure; Retirement & Benefit Plans; Asset Protection; Real Estate; Family/Income Shifting; Credits & Incentives; International; Financing & Debt; Healthcare; Agriculture; Energy.
5–20 Qualified Strategy Opportunities — Each prioritized by projected impact, with federal, state, and local jurisdictions analyzed
Authority Pack — For each strategy: 1-3 primary citations (IRC/Treas. Reg./IRS rulings, relevant case law), one-line applicability note, and short excerpt for corroboration; citation appendix for verification (not a legal opinion).
Required Professional Team — Specific roles needed (CPA, tax attorney, estate counsel, insurance specialist) with estimated hours for each
Preliminary Tax Savings Estimates — Based on your net taxable income (precise dollars, not ranges)
Risk & Complexity Grades — Clear assessment of audit risk (A-E) and implementation complexity
Timelines & Deadlines — Implementation milestones and statutory/federal deadlines (e.g., year-end or filing deadlines)

📋 Authority Pack Example: Augusta Rule

Strategy: Augusta Rule — rent residence to company for bona fide meetings

Authorities:

IRC §280A(g) — exclusion for ≤14 rental days; applies to personal residence. (Relevance: supports tax-free receipt by owner when day-limit observed and business purpose documented.)
IRC §274(a)(1)(B) — disallowance for certain entertainment/facility use; clarifies need for bona fide business purpose. (Relevance: establishes substantiation standards for business meeting expenses.)
PLR 8104117 (non-precedential) — home used for corporate meetings with documented business purpose. (Relevance: persuasive example of compliant fact pattern.)

"Gross income shall not include… amounts received for the rental of a dwelling unit… if the dwelling unit is rented for fewer than 15 days during the taxable year." (IRC §280A(g), excerpt)

This citation-first appendix shows your CPA exactly where the rule lives—clean, fast, defensible. Deeper legal memoranda are delivered only if you engage RoboTax for implementation.

🔍 Understanding the Intelligence Gap

Why CPAs miss these strategies: Most tax professionals know a handful of common strategies and focus on compliance. We analyze 2,500+ specialized strategies that require deep IRC research across multiple jurisdictions.

The Tax Analysis gives you the exact IRC codes and legal references you'd need to validate these strategies with any tax professional. However, implementing them yourself would require 100+ hours per strategy coordinating documents, elections, timing, and substantiation. That's where Phase 3 comes in.

Risk-Free Guarantee: If we don't identify at least 10× the analysis fee in qualified savings, your fee is fully refundable — and you keep the full analysis and findings at no cost.

Strategy Analysis & Decision

We present our findings and recommendations—then you decide if you want us to implement.

DAY 21 • 1 MEETING • 60 MINUTES

What Happens

We present a comprehensive analysis of your top 5–20 prioritized strategies. Each includes modeled impact scenarios, risk assessment, implementation requirements, timeline to results, and what your CPA needs to know. This is where you decide whether to proceed with implementation.

What's in the analysis presentation

Executive Summary — Total savings potential, timeline overview, key decisions needed
Strategy Recommendations — 5–20 prioritized strategies with detailed analysis
Impact Modeling — Modeled impact based on your financials
Risk Assessment — Audit risk grades (A-E), substantiation requirements, defensibility analysis
Implementation Overview — What's required, timeline estimates, professional team needed
CPA Collaboration Requirements — How your CPA will be involved in implementation
ROI Projections — Financial modeling with your actual numbers

Your Involvement

Review the analysis, ask questions, and decide which strategies you want to pursue. This is your go/no-go decision point. We encourage your CPA to join this meeting.

Pricing Decision Point

If you choose RoboTax to implement your plan, pricing is on a performance basis—fees are tied to realized savings. You pay only after savings are verified.

Pricing is customized during the qualification call based on complexity and scope.

What You Get After This Meeting

Analysis Presentation Deck — Professional slides covering all recommended strategies (each strategy slide includes the IRC code, required professionals & hours, total hours, and the exact dollar savings)
Strategy Summary Report — Written overview of findings and recommendations
ROI Projections — Financial modeling with your numbers
Implementation Quote — Clear pricing for performance-based execution
Time-limited access (through year-end) to our tax strategy implementation wikis (analysis-only access for the tax year of delivery)

What you get if you proceed to implementation

Once you engage RoboTax for implementation (performance basis), you receive the complete documentation package:

Master Tax Plan (40-80 pages) — Complete implementation guide with all IRC references, case law, and step-by-step instructions
Executive Summary Deck — Presentation-ready slides you can take to your CPA, board, or partners
Detailed ROI Calculator — Spreadsheet with your actual numbers showing year 1, 3, 5, and 10-year projections
Phased Implementation Roadmap — Quarter-by-quarter rollout with dependencies and timing considerations
Professional Hour Estimates — Budgeting tool showing CPA time, legal time, and other professional fees needed
Access to Strategy Database — Browse all 2,500+ strategies with full searchability and filtering

Could you execute this yourself?

Technically, yes. Once you have the full implementation documentation, you could work with your CPA to execute the strategies yourself.

Realistically? Most clients realize that coordinating the 100+ implementation steps per strategy—drafting documents, filing elections, timing coordination, substantiation files, CPA packages—would cost them more in time and professional fees than our performance-based implementation fee.

Plus, you only pay us if the strategies deliver results. If we implement and they don't perform, you don't pay. That's alignment.

White-Glove Implementation

You review and sign. We handle the 100+ steps per tax strategy to make it real.

DAY 28–35 • TAX PLAN DELIVERY & TAX PLAN IMPLEMENTATION • THEN WE EXECUTE

What We Handle

Most clients underestimate the complexity of execution. Here's what we manage for every strategy:

Document Drafting — Entity documents, benefit plans, election statements, substantiation logs, and more
Elections & Filings — Entity classifications, qualified plan documents (Form 3115 when applicable)
Timing Coordination — Ensuring elections are made within IRS deadlines, coordinating with tax year-end planning
Substantiation Files — Complete contemporaneous documentation preserved for the lifetime of your engagement — so you can sleep better at night
CPA-Ready Packages — Complete documentation plus box/line-level guidance on typical forms, so your CPA files with confidence
Professional Coordination — We work with your CPA, attorney, and other advisors to ensure seamless execution

Implementation example: Augusta Rule

For Augusta Rule (rent your home to your business for meetings):

Draft meeting agendas and attendance records; place each meeting on the owner's calendar (with saved screenshots)
Create daily rental agreements (one per rental day), staggered across the year; use state-specific agreements
Calculate FMV using comps from platforms like Peerspace / LiquidSpace
Build substantiation file with photos, receipts, documentation (client receives lifetime access)
Prepare Form 1099 filing instructions (not required, but we document why)
Create CPA package with all supporting docs and tax treatment guidance
Set up ongoing tracking system for future meetings

Result: $28,000 deduction, audit-defensible documentation, zero additional work for you.

Your Involvement

Attend 60-minute kickoff meeting to align on priorities
Review and sign documents we prepare (often just a quick e-sign)
Stay updated via implementation tracking dashboard

Timeline

Quick wins (Augusta Rule, hiring your children, child IRA, R&D credits, benefit optimizations) happen in 30-90 days.

Complex strategies (captive insurance, net operating losses, installment sales) take 90-180 days.

We keep you informed every step. You always know where we are.

Payment Structure

Performance basis — fees trigger only after Verified Savings (RoboTax Tax Team sign-off + your CPA's verification). Client payment is released upon delivery of the verified, CPA-reviewed, legally-opined plan and client sign-off.

Compensation is contingent on realization and third-party (client CPA) verification; documentation furnished by RoboTax.

Quarterly Optimization

Tax law changes. Your business evolves. We keep you optimized.

ONGOING • 4 MEETINGS PER YEAR • 45-60 MINUTES EACH

What Happens

Tax law changes. Your business evolves. We meet quarterly to keep you optimized, integrate your advisors, and surface new opportunities—without adding to your workload. Each quarterly includes a designed dashboard review of strategy impact (not real-time).

Quarterly Meeting Schedule

Q1 (Feb)	CPA Review & Filing Verification — Ensure your CPA has complete documentation for tax returns, resolve any questions, coordinate filing strategy
Q2 (May)	Strategic Alliances — Integrate estate, trust, wealth, and insurance advisors into your tax strategy for holistic planning
Q3 (Aug)	Expansion Review — Identify new strategies to implement or expand scope based on business changes, revenue growth, new ventures
Q4 (Nov)	Year-End Planning — Update models, prep new strategy pipeline, review annual results, plan for next year

What's Included

Proactive monitoring of tax law changes affecting your strategies
Annual strategy refresh to identify 3-5 new opportunities
CPA relationship management and documentation support
Advisory team integration (estate, wealth, insurance)
Unlimited email/Slack access between meetings

Ongoing Optimization & Pricing

When you choose to implement additional strategies, pricing remains performance-based on Verified Savings (RoboTax Tax Team sign-off + your CPA's verification). You only pay when a strategy is implemented and delivers results.

Pricing customized to your strategy portfolio and optimization needs.

Why ongoing optimization matters

Tax strategies aren't "set it and forget it":

Tax law changes — New legislation creates opportunities or requires adjustments (e.g., SECURE Act 2.0, state law updates)
Business evolution — Revenue growth, new product lines, acquisitions, expansion to new states all trigger new strategy opportunities
Life changes — Marriage, divorce, inheritance, real estate transactions affect optimal structure
Strategy stacking — Year 1 strategies create foundation for Year 2-3 advanced plays (e.g., captive insurance requires 2 years of operating history)

Our 98% retention rate exists because clients see 3-5 new opportunities worth $20K-$100K each year.

Ready to See What Your CPA Missed?

Start with your comprehensive 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.

CPA-verified deliverables • IRS source citations • Audit-ready documentation

Book Your Tax Analysis

500+ businesses analyzed | $127M+ in verified savings | 98% client retention