Get a custom business tax plan that puts


back into your business, our guarantee*


Our Triple Check Tax Plan™ makes saving on your taxes easier than ever before

User friendly technology

Simply complete a questionnaire and upload your last year’s tax return to our easy-to-use platform to start reducing your business tax liability.


Save money with your customized tax plan

Based on the industry and complexity of your business, you get a personalized 25+ page tactical tax plan with step-by-step initiatives to help you keep more money in your business.


Personalized tax evaluation

Our tax slashing technology and tax pros analyze your business situation and identify how to help you optimize your taxes.

Money Back

Risk free guarantee

Our tax plan works, and we’ll prove it to you! We’re so sure you’re going to love your tax saving plan that we’ll refund up to 100% of the tax plan’s cost if we don’t find tax savings at least equal to the purchase price of the tax plan. † Conditions apply.



Delivering products and services to help you succeed and to keep more of the proceeds of your success.


Ever changing rules require a team who knows you, your business and the tax implications.


We help you understand, plan, and make informed decisions about your payroll


We take care of the books so you can focus on what you do best—your business


Let us help you organize everything and get you back on track


Discover what it takes to be an accredited investor and how we can help you prove in writing that you are


We handle the paperwork, questions and potential scrutiny so you can continue running your business

Find Your Answers

Frequently Asked Questions

Why hasn’t my current accountant created a business tax savings plan for me?

We can’t speak for your accountant, but we find that many accountants are not qualified to create a comprehensive plan, they lack the time or staff to accomplish all that is necessary to take full advantage of a comprehensive plan or they are simply unaware they are not optimizing their clients’ businesses for tax savings (maybe ask them).

How much can I expect to save in taxes when I get a plan?

Because everyone’s situation is unique, we can’t promise you specific savings until reviewing your situation. However, in 2022, our tax plans identified an average potential tax savings of $43,933 (more info).

What is the difference between the Strategic Tax Saving Plan and the Business Optimization Blueprint?

The Business Optimization Blueprint is a limited self-assessment designed to help you identify missing potential tax deductions. The result of the blueprint contains a list of missing potential tax deductions with pre-written answers reviewed and approved by licensed accounting and legal professionals. In 2022, we completed over 25,000 blueprints identifying an average in the tens of thousands per blueprint. In contrast, the Strategic Tax Plan is a comprehensive, strategic roadmap to overall tax savings (not just tax deductions). Our technology and team of experts consider thousands of tax strategy combinations. We review prior tax returns and check against 1,400 federal, state, and local tax deductions, credits, and programs. In 2022, our tax plans found an average estimated first year tax savings of $43,933. Schedule a free consultation today. Visit Tax Savings Transparency for more information.