For W-2 earners
No business entity? Start with the Employee Tax Checkup.
The consult ladder is built for business owners paying $300k or more in tax. If you are a W-2 earner, the $750 Employee Tax Checkup is the right door, and the books are the fastest free start.
What we usually find
- Withholding set once and never revisited
- Real estate or side income reported without any planning behind it
- Deductions and credits missed because nobody reviewed the return
- No idea whether your preparer is doing anything beyond data entry
The moves that matter
Employee Tax Checkup: $750
An attorney-led review of your return, withholding, and any side income, with a written list of what to change.
Read Replace Your Income
The playbook for building a rental portfolio that eventually covers the paycheck.
Join the free monthly masterclass
Sixty minutes on the structures that create most of the savings, at no cost.
Case 10 · Physician with high W-2 income · ~$1,000,000 wages
A 62% cut in one year
$106,000–$115,000 in one year
A 62% to 67% reduction and about $383,000 over four years, made possible by the spouse qualifying as a real estate professional.
Read the full caseResults vary. Past results do not guarantee a similar outcome.
Estimator
An owner like this overpays about $125,000 a year
That is the example below: a $4M business paying $520,000 in total tax. Replace it with your own numbers and the range updates instantly.
Likely annual range
$104,000 to $146,000
That is 20 to 28% of what you paid, the band Brian typically works within for owners at this level. The only way to know your number is to have the return and structure reviewed.
Estimate only. Not tax advice and not a guarantee of results.
Not ready for a paid consult? Start with the curriculum: forty-eight courses across eight tracks, taught by Brian.