◎ Consultation
I have a specific question.
We'll review your situation and give you specific recommendations.
60 minutes · online meeting
- Answers from a CPA / EA
- Practical recommendations
- Meeting recording
Taxes
shouldn't be a surprise.
Let's make them predictable and manageable.
CPAs and EAs analyze your situation, find ways to lower your taxes and tell you exactly what to do.
Discuss my situation →
CPAs & Enrolled Agents
Didn’t answer your questions? We’ll refund you
Sound familiar?
“Why do I owe so much in taxes?”
“Could I have paid less?”
“Why didn't anyone tell me sooner?”
These questions usually come up when some opportunities are already gone.
We help you see the full picture in advance
Analyze your current situation
Where you are now
Forecast your tax outcome
What to expect
Find opportunities
What can still change
Build a concrete plan
Actions and deadlines
You know what's coming
Peace of mind and control
How Tax Planning differs from Tax Preparation
Tax Preparation
How much do I owe?
Works with what has already happened. Preparing and filing your return.
Tax Planning
What can we still change?
Works with decisions you can still make. Strategies, forecasts and a concrete action plan.
Once the tax year is over, many opportunities are gone.
Choose how we work together
◎ Strategic Tax SessionBest value
I want you to find the opportunities.
We'll study your whole situation, find opportunities and prepare a Tax Strategy Roadmap with a concrete action plan.
Prep + 2-hour session
- CPA prepares around your questions
- Strategy session with a CPA
- Action plan with priorities and deadlines
Real tax planning cases
Entity structure optimization, retirement planning and estimated tax calculations.
$18,000
potential savingsLower self-employment tax by switching to an S-Corp.
$24,200
potential savingsRe-timing an equipment purchase after a tax forecast.
$12,000+
potential savingsThese are real cases from the practice of US CPA firms. Results depend on individual circumstances.
Your taxes are handled by experts
CPAs and EAs experienced with entrepreneurs and international businesses.
2,000+clients
20+years of experience each
CPA + EAon the team
Didn't answer your questions?
We'll refund you.
Try it risk-free.
Free guide
Not ready for a consultation yet?
100 expenses a US business can deduct.
Frequently asked questions
How is tax planning different from tax preparation?
Tax preparation records what has already happened. Tax planning happens before your tax outcome is final: we compare scenarios and help you make decisions in advance.
What documents will I need?
For a consultation — documents related to your specific question. For a Strategic Session — prior tax returns, P&L, information about your business structure, owner compensation and other materials relevant to your situation. We'll send the exact list after you book.
When is the best time to start tax planning?
Throughout the year — and definitely before major deals, purchases and the end of the tax year. The earlier you start, the more decisions you can still make.
Do you work with non-residents?
Yes. We work with owners of US companies who live both in the US and abroad. During the consultation we'll go over which rules apply to your situation.
What are the guarantee terms?
If your consultation or strategy session didn't actually take place — the specialist didn't prepare, the meeting didn't happen and your questions weren't answered — we refund 100% of the payment. If the meeting took place and the specialist answered your questions, the service is considered delivered.
How does the Strategic Session work?
First, you send us your questions and topics, and a CPA spends an hour preparing for the meeting. Then you have a 2-hour strategy session with the CPA. Afterwards you receive the recording and a Tax Strategy Roadmap — a step-by-step plan with priorities and deadlines.