Tax optimization services
Beyond tax planning—your roadmap to financial clarity begins here
Our strategic approach to tax planning and compliance
Who's it for:
Business owners looking for proactive, year-round tax strategies.
What's included:
- Quarterly Strategy Sessions
- Proactive Tax Planning
- Preparation & Filing
- Real-Time Collaboration & Support
- Financial Progress Scoring
Results you can expect:
- Reduce your tax burden.
- Gain clarity on financial decisions.
- Stay compliant while maximizing savings.

Nth Degree Weighs In
Mark Cuban UNDERPAID His Taxes By 282 Million Dollars!?
CPA Dan Nicholson breaks down Mark Cuban's tax bill in this video. Cuban tweeted about paying $275 million in taxes, claiming he "pays what he owes," but what if that wasn't true?
In this video, Dan explains how Cuban drastically underpaid his tax bill! He explains how Cuban's sale of part of his Dallas Mavericks stake for $3.5 billion led to a significant capital gain. He also examines possible reasons for the tax difference, including previous payments and the deferral of taxes through an Opportunity Zone investment.
Building your tax optimization roadmap
Achieving maximum tax efficiency isn’t just about filing returns—it requires a structured plan to minimize liabilities and optimize cash flow. Our process ensures that every tax strategy is aligned with your long-term financial goals.
How it works:
Discovery & analysis
We assess your current tax position and identify overlooked deductions and credits.
Custom Tax Plan
We build a proactive tax strategy tailored to your business structure and financial objectives.
Ongoing optimization
Quarterly strategy sessions ensure your tax plan evolves with your business, keeping more money in your pocket.
Client success metrics
80%
increased their cash flow
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$56k
in tax savings
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90%
retention rate
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Book an intro call
Our business tax & accounting solutions
Book a call today
Our business tax & accounting solutions
Book a call today
Beyond tax optimization:
Scalable financial strategy for growing businesses
While Tax Optimization provides the foundation for reducing liabilities and improving cash flow, many business owners need deeper financial visibility and strategic guidance as they grow. Our Controller and CFO service tiers build on this foundation, ensuring you have the financial systems and strategic insights to scale with confidence.
Controller services
Gain real-time financial clarity with weekly bookkeeping, monthly reporting, KPI tracking, and forecasting to support smarter decision-making.
CFO services
Go beyond reporting with advanced financial modeling, business valuation, and high-level growth strategy, guided by a nationally recognized financial strategist.
Take control of your finances & keep more of what you earn
Stop overpaying in taxes and start optimizing your cash flow. We help purpose-driven entrepreneurs build smarter tax strategies, increase profitability, and legally and ethically reduce federal taxes by 25-100%.
Why are we trusted?
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John Smith
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Laura Williams
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Maxwell Evans
Financial Intelligence


Book a call today
Gain financial clarity and unlock hidden opportunities. Book a call today to start building a tax-smart, growth-focused financial strategy.

