For business owners earning $300K+
Cut Your Tax Bill Guaranteed.
Our vetted Tax Strategists build you a proactive tax strategy that legally reduces what you owe and they guarantee to save you money in taxes, or your money back.
The Guarantee
Guaranteed to save you money in taxes or your money back.
Every engagement carries a 100% money-back guarantee. If your Tax Strategist can’t find legitimate, defendable savings, you don’t pay.
- Written legal memos for every strategy
- Quarterly strategist check-ins
- Audit defense at no additional cost
Our Tax Strategists guarantee to save you money in taxes or your money back.
Why This Works
Two things that separate a real tax strategy from a tax return.
Real strategies, backed by legal memos.
Every strategy we recommend has a written legal opinion behind it — citing the code, the regs, and the supporting authority. If it can’t be defended in writing, it isn’t in your plan.
Quarterly meetings stay ahead of the IRS.
Your Tax Strategist meets with you quarterly to adjust the plan as your income, business, and life change — so you’re proactively positioned all year, not reacting next April.
What You Get
Everything included in your Tax Strategy engagement.
01
A Full Tax Analysis
Your strategist reviews your last two returns, your entity structure, and your current-year income to identify every legitimate savings opportunity available to you.
02
A Custom Written Strategy
You receive a documented, written tax strategy every recommendation backed by a legal memo citing the code, regs, and authority.
03
Implementation Support
Your Tax Strategist works directly with you (and your CPA, if you keep them) to put each piece of the strategy in place correctly.
04
Quarterly Strategy Reviews
Four meetings a year to adjust the plan as your business, income, and life change so you stay proactively positioned year-round.
How It Works
From intake to strategy here's the process.
01
Intake & Match
Answer a short set of questions about your business and income. We match you to a vetted Tax Strategist who specializes in your situation.
02
Analysis & Strategy Build
Your strategist reviews your returns, entity structure, and current-year income then delivers a written strategy with legal memos in roughly 21 days.
03
Quarterly Meetings
Your strategist meets with you every quarter to keep your plan current adjusting as your income, business, and life change.
For Business Owners
Built for owners with real income and real tax bills.
If you’re a small or mid-sized business owner earning $300K+, your tax bill is probably your single largest expense. Most CPAs file your return; very few build you a strategy. We pair you with a Tax Strategist whose job is to lower what you owe proactively, year after year, backed by legal memos and a money-back guarantee.
Do you qualify?
- You own a business (or have significant 1099/K-1 income).
- Your personal or business income is $300K+ annually.
- You want a proactive strategy not just a tax return.
- You're open to keeping your CPA for filing and adding a strategist for planning.
Guaranteed
Money-back guarantee
Legal Memos
Every strategy defended in writing
Quarterly
Strategist check-ins
~21 Days
From intake to delivered strategy
Frequently Asked Questions
Questions? We have answers.
How is this different from my CPA?
CPAs are focused on compliance we use Tax Strategists. Your CPA files your return based on the year that already happened. Our Tax Strategists build a strategy for the year you’re still in backed by written legal memos and adjusted quarterly. Most clients keep their CPA for filing and add a Tax Strategist for planning.
Will this raise my audit risk?
Every strategy is built on existing tax code and backed by a written legal memo with audit-ready documentation. If a strategy can’t be defended, it’s not in your plan. And if you ever do get audited on a strategy your Tax Strategist implemented, they’ll handle the audit for you at NO additional cost.
What does the engagement cost?
Who is this for?
Business owners earning $300K+ in personal or business income who want a proactive, year-round tax strategy. If you’re a W-2 employee with no business income, this isn’t the right fit.
How long does it take?
From intake to delivered strategy is roughly 21 days. After that, your strategist meets with you quarterly to keep the plan current as your income and business change.
Do I need to fire my current CPA?
No. Most of our clients keep their existing CPA for compliance and filing, and add a Tax Strategist for proactive planning. The two roles complement each other.
What if I don't save anything?
Our Tax Strategists guarantee to save you money in taxes or your money back. Full stop.
How do I get started?
Click any “Get Your Tax Analysis” button on this page. You’ll be taken to our intake hub where you’ll answer a few questions about your business, and a vetted Tax Strategist will be matched to you within days.
Become an Opscale Exchange Independent Advisor
Stop overpaying. Start strategizing.
Get matched with a vetted Tax Strategist who guarantees to save you money or your money back. Just a small fee, guaranteed to find you savings or your money back.