Entity Optimization
Multi-entity structures designed for your situation. S-Corp, C-Corp, management companies, holding companies — whatever minimizes your tax burden.
Savings: $10K-$100K/year
Tax Architecture
Advanced tax strategies for high earners with complex situations. $100K-$500K+ annual savings.
Monthly Fee$2,030-$5,030
Annual Savings$100K-$500K+
ROI4-15X
Do You Qualify?
Tax Architecture is for high earners with complex situations. Here's what we look for on a 15-minute call.
Three Qualification Categories
Income Threshold (Meet 1)
- $400K+ W-2 income
- $400K+ business profit
- $1M+ business revenue
Complexity (Meet 1)
- Professional practice
- Multiple entities
- Real estate portfolio
Willingness (Required)
- 36-month commitment
- Share current tax return
We architect strategy upfront—we design it, you implement it. If you're not willing to change structure or process, we're not the right fit.
What's Included
Defined Benefit Plans
Contribute $200K-$320K+ to retirement instead of the standard $23K 401(k) limit. Massive tax deductions plus retirement acceleration.
Savings: $60K-$120K/year
Cost Segregation
Accelerate depreciation on real estate from 27.5/39 years to 5-15 years. Front-load deductions for massive first-year tax reduction.
Savings: $50K-$300K+ (one-time)
Asset Protection
Multi-entity structures that protect personal assets from business liability. Coordinated with tax strategy so protection doesn't cost optimization.
Value: Protects $2M-$50M+ in assets
Family Employment
Document family roles, create payroll with retirement benefits, shift income to lower brackets. All compliant, all coordinated.
Savings: $15K-$85K/year
Exit Planning
QSBS structuring, 1031 exchanges, installment sales, charitable strategies. Plan years ahead so your exit is tax-optimized.
Savings: $500K-$2.8M (one-time)
Tax Architecture By Vertical
Physicians
Pain: $400K+ W-2 or private-practice profit
Strategies:
- W-2 vs distribution structuring
- Defined benefit plans (up to $320K contributions)
- Cost segregation on rental properties
- Multi-entity structures
Savings: $300K-$600K/year
Attorneys
Pain: Partnership structure, guaranteed payments
Strategies:
- Partnership optimization for guaranteed payments
- Defined benefit plans for partners
- Professional corporation structuring
- Multi-state planning
Savings: $350K-$550K/year
Financial Advisors
Pain: $50M+ AUM, complex compensation
Strategies:
- Management company creation
- Multi-entity strategy planning
- Retirement plan optimization
- QBI deduction phase-out planning
Savings: $340K-$520K/year
Entrepreneurs
Pain: Business exits, multiple entities
Strategies:
- Entity structure optimization
- QSBS planning and exit strategies
- Multi-entity coordination
Savings: $300K-$700K/year
Real Estate Investors
Pain: 10+ properties, commercial real estate
Strategies:
- Cost segregation studies
- Multi-entity structure for portfolios
- 1031 exchange planning
- Depreciation strategy
Savings: $300K-$900K/year
Small Business Owners
Pain: $1M+ revenue, complex structure
Strategies:
- Entity restructuring for scale
- Defined benefit plans
- Family employment structures
- Exit and succession planning
Savings: $250K-$600K/year
Pricing
Tiered based on complexity and income. All tiers include full integration.
| Tier | Monthly Fee | Annual Cost | For |
|---|---|---|---|
| Tier 1 | $2,030/month | $24,360/year | $400K-$700K profit or income |
| Tier 2 | $3,530/month | $42,360/year | $700K-$1.2M profit, multi-entity |
| Tier 3 | $5,030/month | $60,360/year | $1.2M+ profit, complex structure |
ROI Guarantee
4-15XWe guarantee you'll see at least 4X your annual fee in tax savings within 12 months. Most clients see 10-15X.
How It Works
01
Qualification
15 minutes. We confirm fit and answer your questions.
02
Document Collection
4-6 weeks. We review returns, entity docs, and financials.
03
Strategy Presentation
30 minutes with full illustration of savings, projections, and implementation timeline.
04
Implementation
36 months. Dedicated CPA implements, monitors, and adjusts every quarter.
Real Tax Architecture Results
| Tax Savings Breakdown | Amount |
|---|---|
| Defined benefit plan ($200K-$320K contribution) | $185,000 |
| Real estate cost segregation | $89,000 |
| Management company structure | $41,000 |
| Family employment | $22,000 |
First-Year Savings / Fee / ROI:
$337K · $36,360 · 9.3X
| Tax Savings Breakdown | Amount |
|---|---|
| Defined benefit plan | $142,000 |
| Entity restructuring | $58,000 |
| Guaranteed payment optimization | $37,000 |
| Family employment | $20,000 |
First-Year Savings / Fee / ROI:
$257K · $36,360 · 7.1X
| Tax Savings Breakdown | Amount |
|---|---|
| Cost segregation studies | $410,000 |
| Multi-entity structure | $89,000 |
| 1031 exchange planning | $57,000 |
First-Year Savings / Fee / ROI:
$556K · $60,360 · 9.2X
See If You Qualify for Tax Architecture
15-minute qualification call. $400 tax brief if you qualify. We'll meet the requirements and discuss what your estimated savings could be.