How We Work
What a Tax Strategy Analysis Includes: The $4,500 Analysis
A tax strategy analysis is a structural review of your current returns and financials, measured against how your business could be set up instead. Ours costs $4,500. It maps where your structure may be working against you and identifies which strategies apply to your specific situation, with a full refund if we do not find a meaningful opportunity. Results vary, and any outcome depends on your specific facts.
How We Work
The $4,500 Analysis
Every April, the number comes back and it stings a little more than you expected. You had a strong year. You paid what the return said to pay. Nobody ever sat down beforehand and asked whether your business was set up to keep more of what it earned. That conversation happens after the year closes, if it happens at all.
Why “was it filed correctly” is the wrong first question
Your CPA answers one question: was it reported correctly. That is essential work, and it deserves to be done well. But it is not the same question as whether your business was set up correctly in the first place. If nobody has ever measured your structure against what it could be, you do not actually know the difference between the two answers.
A measurement before a decision
That is why we created a starting point. Think of it like taking your car to a mechanic for a full diagnostic check before you agree to any repairs. We call ours the $4,500 analysis. It measures what a redesigned structure could return. Full refund if we do not find a meaningful opportunity. Results vary. Prior results do not guarantee similar outcomes.
What the analysis actually does
- Reviews your current returns and financials against your full structure.
- Maps where the structure may be working against you.
- Identifies which strategies apply to your specific situation, not a generic list.
- Full refund if no meaningful opportunity is found.
What it is not
It is not a sales pitch dressed up as a diagnostic, and it is not a guess. It is a measurement, with a defined outcome either way. If the structure has room, you will see where. If it does not, you get your money back.
How we approach it: strategy and engineering built and defended in-house, coordinated alongside your existing CPA.
Educational only. Not legal or tax advice. Outcomes depend on your specific facts. Results vary. Prior results do not guarantee similar outcomes.
“You did not get a bill. You got a structure problem.”
Frequently asked questions
- What is the $4,500 analysis?
- It is a structural review of your current returns and financials, built to measure what a redesigned structure could return for your specific situation.
- What happens if you do not find anything?
- If we do not find a meaningful opportunity, the analysis is fully refunded.
- Is the $4,500 analysis the same as a second opinion on my tax return?
- No. It looks forward at your structure, not backward at whether last year's return was filed correctly. Those are two different questions.
- Do you guarantee a specific dollar amount in savings?
- No. Results vary based on your specific facts, and any potential outcome depends on a full review of your situation.
Take The Next Step
Ready to see what this looks like in your file?
Book a forty-five-minute strategy call. We will walk through your situation and show you where an engineered architecture would change the outcome.