A before and after tax calculation
Tax savings available to you
And a game plan around each deduction

For most high-income earners, taxes are their single largest lifetime expense—and often the least examined. This analysis shows what you’re likely paying today and what that number could look like with smarter planning.

Owning a business opens the door to tax strategies that simply don’t exist for W-2 earners. This report identifies which business-specific opportunities may apply to your situation and estimates their potential impact.

This analysis is a starting point, not a plan. If the numbers make sense, the next step is a conversation to confirm eligibility and turn the most relevant strategies into action.