Reclaim Your Wealth –
Slash Your Tax Bill!
Advanced Tax Planning for High Net Worth Business Owners
Bespoke tax planning that transforms your tax burden into a profitable advantage. If you’re a U.S. business owner earning over $1M annually with a six-figure tax bill, it’s time to stop overpaying and to start reclaiming your wealth. More ROI. Less IRS.
Talk to a TaxROI advisor to find out how much money you can save on taxes!
Who It's For
If you're paying $200K+ in taxes, this is for you!
How It Works
Complex tax strategies made simple.
It's time to stop overpaying the IRS.
What would you do with an extra $100k, $200K or more every year?
1,500+ Tax Strategies
We draw from over 1,500 federal and state tax strategies—from common credits to complex structures like cost segregation or charitable trusts. Plans are tailored, not templated, so your strategies match your specific situation.
Seasoned Tax Experts = Incredible Tax Savings
The team of professionals at TaxROI uses its decades of experience and access to exclusive private tax programs to evaluate thousands of tax planning scenarios. This way you can take advantage of every possible savings opportunity. As tax laws evolve, so do the tax strategies.
Expert Tax Strategists
Our team of CPAs and tax attorneys specializes in advanced planning for high-income earners. We focus solely on helping business owners reduce tax rates legally—often into the teens or lower.
100% IRS-Compliant
Every strategy we use is backed by tax code. We coordinate with your existing advisors if needed to ensure everything is implemented correctly—no aggressive moves, just proven compliance.
High-Impact Savings
We typically identify tens or even hundreds of thousands of dollars in potential tax savings for qualified clients in the first year alone. For example, a recent client with $1.2M income and $400K tax bill saw over $180K in savings in year 1. That's a 5X ROI after our fees.
Win-Win
If we can't find substantial tax savings far exceeding our fee, we won't take you on as a client. It's that simple: we only win when you win!
You’re Probably Overpaying (By A Lot)
Taxes are likely one of your biggest expenses. Most high earners overpay simply because they don’t leverage advanced planning.
We're not your CPA's "year-end review". We're your strategic partner in wealth creation, giving you tools you never had before.
Stop giving away your money. Let TaxROI show you what's possible when you have world class tax strategists on your side!
Strategic Tax Planning Made Simple
We make advanced tax mitigation easy and effective for busy entrepreneurs.
Here’s how our process delivers business owners tax savings step by step:
Schedule Your TaxROI Session
Book a free strategy call to explore your current tax situation and financial goals. We’ll determine if you qualify and how much we can help you save.
Tailored for high-income earners ($1M+ income, $200k+ tax liability)
Uncover missed opportunities and hidden savings
Strategic Tax Review & Bespoke Tax Plans
CPAs and custom tax tools combine to scan 1,500+ legal strategies — including credits, deductions, and entity structuring — to craft a personalized, IRS-compliant tax mitigation plan. No guesswork, no red flags, just proven methods to slash your liability and boost ROI.
1,500+ strategies analyzed for deductions, credits, and advanced tax tactics
Access to exclusive tax strategies and private wealth networks
Implementation & Support
We work along side your existing financial team to implement the plan - seamlessly. You get results - minus the sleepless nights. We are with you every step of the way.
Full-service support through every tactic and form
You focus on growth — we take care of taxes
You’re Probably Overpaying (By A Lot)
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Here’s why proactive, high-net-worth tax planning matters:
You work hard for your money. Make sure your money works for you, not for the IRS. We've all heard of the billionaires who pay almost zero taxes. If they can do it, so can you! Did you know that the majority of business owners leave money on the table during tax season? It's time to take back control and make your money work for you!
Massive Savings
If you’re paying $200K+ in taxes, there’s often room to reduce it significantly. Many business owners recapture six figures annually through strategic planning - money that can support growth, hiring, or future investments to reduce your tax liability significantly.
Legal & Ethical
All strategies are completely legal and follow tax law. No risky tactics! From entity structuring and income reclassification to niche credits and deductions, we can slash your tax bill while staying 100% IRS compliant.
Competitive Edge
TaxROI offers exclusive access to 1,500+ proven, legal, tax minimization strategies. It's time to rethink how you approach your taxes. Why pay more than you have to? Let us show you how much money you can save!
Meet Your ROI: Real Results, Real Growth
At TaxROI, it’s all about Return on Investment. This isn’t a cost - it’s a strategic move that often delivers substantial, measurable savings.
ROI calculation from one of our TAxROI clients
Federal Tax Rate:
37.50%
State Tax Rate
12.30%
Taxable Income
$1,000,000
Federal Tax:
$375,000
State Tax:
$123,000
Estimated Total Tax Before
TaxROI Strategies
$498,000
Estimated Total Tax Before
TaxROI Strategies
$166,667
Actual client savings after implementing TaxROI strategies:
$166,667
Still Have Questions?
We’ve Got Answers.
Most CPAs focus on compliance - filing your taxes accurately and on time. TaxROI goes beyond that, using over 1,500 vetted, IRS-compliant strategies to actively reduce your tax liability. We combine top CPA expertise with advanced AI tools to uncover savings opportunities your current CPA likely isn’t using.
Yes - 100% legal and IRS compliant. Every strategy we implement is backed by federal and state tax law, ensuring zero red flags or risky tactics.
Absolutely. TaxROI is a full service firm and our team can take care of everything from A to Z. But if you prefer, we can coordinate with your existing CPA to implement your tax savings strategies.
Many clients save tens of thousands annually, with an average ROI of 3× or more. For example, a $200K tax bill could be reduced by $60K–$150K or more depending on your situation.
We serve business owners and high net worth individuals. Our clients are in the higher tax brackets typically earning $1M+ and have a tax liability of $200K or more.
1. Free TaxROI Session
Assess your current tax position and savings potential.
2. Custom Plan Creation
Analyze 1,500+ strategies to design your IRS-compliant tax plan.
3. Implementation & Support
We handle the details, paperwork, and execution so you can focus on growth.
Have more questions?
Get clear answers to the most common questions business owners ask before working with us.
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How Others Like You Are Winning with TaxROI
Have more questions?
Get clear answers to the most common questions business owners ask before working with us.
$900M saved
hundreds of happy clients
