It’s Time to Implement and Maintain Your Tax Blueprint

Tax Operating System® Keeps your Strategic Tax Reduction Plan on Course

With the Tax Operating System® you can choose the level that works best for you. Designed to fit any budget and circumstance, our exclusive suite of solutions enable implementation of the Tax Blueprint® to help you save money via strategic tax reduction.

Regardless of which solution you select, you can count on access to our advisors, annual tax planning assistance, ongoing newsletter, and educational materials. Are you ready to find out how much money you could be saving?–simply schedule a free no obligation talk or send us a message over live chat!


Tax Planning Advice

Includes the following:

  • An annually a block of time to directly access our certified tax advisors to review questions, scenarios, and changes to your business and personal life as it relates the Tax Blueprint
  • Our Certified Tax Masters® will provide you with the guidance, recommendations, and support to ensure your tax savings are maximized
  • A planning session to review implemented aspects of the Tax Blueprint

Advisory & Tax Preparation

Tax Return Preparation & Unlimited Tax Blueprint Maintenance

Includes the following:

  • Our Advisory Level service
  • Unlimited Tax Blueprint Maintenance & Updates
  • Tax preparation & filing services for annual individual federal and state returns
  • Tax preparation & filing services for one annual federal and franchise tax return
  • IRS audit representation for any work we perform
  • Formation of one business entity

Bookkeeping with Purpose®

Monthly Accounting & Bookkeeping Services

Our proprietary Bookkeeping with Purpose® methodology ensures you are achieving the tax savings from your Tax Blueprint® and that every expense is appropriately accounted for in relation to your Tax Blueprint®.

Includes the following:

  • Advisory & Tax Preparation Level
  • Comprehensive Bookkeeping Services for a single business entity and location (contact us for full details)

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