We talk a lot about how we save small and medium-sized business owners money on their personal income taxes, but did you know that we also offer a LOT more than that? Whether you are a Rare, Medium, or Well-done business owner, Financial Gravity exists so that we can help small and medium-sized business owners lower their taxes, increase their profits, and attain greater wealth.Which level of doneness describes your status as a business owner? Are you:

1/ Rare – You’re a complete newb. Before you jump into the frying pan you want to make sure you are perfectly seasoned and marinated. 

What we recommend: Business Blueprint™

Think of the Business Blueprint™ as a recipe for the perfect marinade, an operation manual or roadmap that will help guide you on your entrepreneurial journey. The Business Blueprint™ will help you define a clear vision for your company that you can then share with your employees and “steak”holders. In addition, the Business Blueprint will  answer the following questions:

How do I increase the profitability of my company?

Which of my team members should be held accountable for what?

Is this team member the right person for this task?

2/ Medium – You’re just starting to sizzle. Your business is so hot that you can hardly keep up with demand. Unfortunately, the more money you make, the more taxes you owe.

What we recommend: TaxBlueprint™

You shouldn’t be penalized for being more successful. Though anyone can learn how to make the tax code work in their favor, the tax code is over 70,000 pages long (i.e. boring read.). If you’ve got better things to do than reading that thing (we don’t blame you), you can download John Pollock’s ebook where he busts 10 of the most common tax myths. Or…you can hire a professional to develop a customized tax reduction plan (TaxBlueprint™) for you that will deliver a tax savings of at least 2x the cost (or it’s free).

3/ Well Done– You’ve spent the last few decades building a successful company, but now you’re ready to scale down, cash in some assets, and work on your tan. Before you order a round of margaritas at the golf resort pool, you’ll need to sell your company.

What we recommend: Exit Planning

We help you avoid costly mistakes and keep more of what you’ve earned. Not only will we provide a set of customised strategies for you to use, we also help you implement the recommended strategies. This service is free for Financial Gravity clients who are currently using our Bookkeeping with Purpose™ or enrolled in our Tax Operating System™. 

In addition to helping small and medium-sized business owners lower their taxes, increase their profits, and attain greater wealth, Financial Gravity also provides services such as bookkeeping, estate planning, and tax preparation. 

We saved these customers thousands on their taxes, which means we can do the same for you. 

*Photo by Lukas Budimaier on Unsplash

Before we start, I want to define what strategic tax planning actually is. Strategic Tax Planning is a phrase coined by Financial Gravity, but it’s a pretty basic concept. Lowering taxes increases profitability and grows wealth. Unlike other tax-related services and solutions, at Financial Gravity we’re committed to working with you personally to proactively develop a plan to minimize your tax burden and maximize your success. 


Our tax strategies aren’t just picked randomly out of a hat. We have partners all over the country who are trained, certified, and experienced tax planning advisors who help you keep capital in your business and pay less tax. 


All of our financial advice starts with Taxes. Why? Because the Tax Code is FULL (more than 20,000 pages full) of legal ways you can pay less tax (such as structuring your business as an S-corp instead of a Sole Proprietor or even hiring your kid). The financial industry is broken. Advisors either want to make a transaction or commission while Accountants just want to put numbers into boxes (they aren’t trained to help you with taxes, say what?) Financial Gravity helps small and medium-sized business owners keep more of what they’ve earned — so they can pour money back into the economy and hire more people– by giving them advice based on what the tax code says, not what commission they’ll earn.


You wouldn’t start a business without a business plan, would you? You wouldn’t build a house without a blueprint, would you? You wouldn’t plan a dinner party without a grocery list, would you? Enough said. 

At Financial Gravity, we firmly believe that accounting firms are not serving their clients the way they should be. We want to change the financial services industry from being transaction, commission, and product based, to more Tax Code based. By offering Strategic Tax Planning, Financial Gravity will help SMB owners lower their personal income tax liability, and give them numbers that help them run their business

Here are three examples of small business owners who didn’t receive Strategic Tax Planning:

1. You’ve structured your business as Sole Proprietor because your neighbor John told you it’s the easiest way to get started as an entrepreneur (and you are all about preventing headaches). What John didn’t tell you, however, was what would happen if you earned more than $100k as a sole proprietor. Earning more than $100k in gross revenue will increase your risk of being audited. Your headache prevention plan actually turned out to be your biggest nightmare. Not only did you end up paying far more in taxes, but now you have to hire a lawyer to help you sort out this scary audit.

Financial Gravity can help you identify the right filing status for your business.

2. My financial advisor told me to start with an IRA, Individual Retirement Account, and then jump to a 401k after I grew my business. Now that I’m retired, I realize how terrible this advice actually was. Not only have my taxes increased but I’ve had to decrease my lifestyle because my money doesn’t go as far. Not only have my taxes increased but my money is not able to sustain the lifestyle I wanted to live. 

Financial Gravity can help you choose a retirement plan (without Third Party Administrators, confiscatory fees, or discrimination rules) that fully supports your unique vision of retirement.

3. My accountant told me to file the $50,000 I spent hosting educational seminars for potential clients and referral partners as a Meals and Entertainment expense. Therefore, I was only able to deduct 50% of the total instead of the entire amount. Little did I know that I could have filed it as a Marketing expense and deducted the full amount. This mistake cost me thousands of dollars.

Financial Gravity can provide you with our Tax Blueprint® (a tax reduction plan that is customized specifically for you and your business). The Tax Blueprint® is your strategic tax plan that when implemented will maximize your personal tax savings and give you numbers to run your business.

Photo by nikko macaspac on Unsplash