Application Received — You're Confirmed
A calendar invitation with your call link has been sent to your email. Our lead strategist will be prepared to review your situation and identify your biggest tax opportunities before you even say hello.
"I almost didn't book the call because I thought my situation was too complicated. Thirty minutes in, they had already identified $94,000 in strategies my CPA had never mentioned. I wished I'd done this three years earlier."
— FOUNDER, REGIONAL HEALTHCARE STAFFING · $94,000 SAVED YEAR ONE
Before Your Call
Clients who come prepared get 40% more out of the first call. This takes 5 minutes.
Click each item to check it off as you prepare.
On Your Call
This is not a sales call. It is a working strategy session. Here is exactly how we use the time.
We'll confirm your income level, entity structure, and current planning. This gives us the context to make the rest of the call specific to you — not generic.
Based on your situation, we'll walk through the 3–5 strategies most business owners at your income level are missing. We'll name them specifically — compensation arbitrage, accountable plans, §179 elections, cost segregation, defined benefit plans — and explain why each one applies to you.
We'll give you a conservative estimate of what a comprehensive strategy could save you annually. Most clients in the $1M–$2M net income range see projections between $80,000 and $250,000 per year.
If we're a match, we'll explain what an engagement looks like, what it costs, and what the onboarding process involves. No pressure — you'll have everything you need to make a clear decision.
Questions
One Last Thought
"Every year you wait is a year of overpaying. The business owners who act on this call don't just save money — they change the trajectory of their wealth permanently."
— AE TAX COMPANY