Work with Brian
How I work with 7- and 8‑figure owners to reduce tax drag every year
Three levels, one path. Start with a paid consult, quantify the opportunity with a Tax Impact Audit, then keep the plan alive with quarterly partnership.
- Licensed tax attorney
- $5M+ legally avoided for clients
- 480,000+ owners follow along
- Works alongside your CPA
Quick strategy read
Owner Strategy Call
$1,200
One 60-minute session on your biggest tax drag, plus a written recap.
See detailsMost popular for 7- & 8-figure owners
Tax Impact Audit
$2,500
Full review of returns and structure, with dollar-sized opportunities.
See detailsOngoing partnership
Tax Partner Program
$30,000/yr
Your plan built, reviewed quarterly, and run with your CPA all year.
See detailsYour recommendation appears here, with the reasons it fits and a one-click way to apply.
The ladder
Pick how deeply you want Brian involved in your tax strategy
Most 7- and 8-figure owners start with a full Tax Impact Audit or go straight into ongoing Partnership. If you just want a quick read on whether deeper planning is worth it, start with the Owner Strategy Call.
Quick strategy read
Owner Strategy Call
$1,200
One-time
A 60-minute working session focused on your biggest current tax drag. You complete a short intake beforehand so the hour is spent on ideas, not discovery.
- Short focused intake form completed before the call
- 60-minute Zoom with Brian
- 1–2 high-impact opportunities identified
- Written recap email you can take to your CPA
Best for: Owners who want a fast read on whether there's real money on the table before committing to deeper work.
Reviewed within one business day.
Most popular for 7- & 8-figure owners
Tax Impact Audit
$2,500
One-time
A 3–4 hour deep dive into your returns, entities, and compensation, followed by a working call and a written summary you can hand to your CPA and planner.
- 3–4 hours of behind-the-scenes review of recent returns and structure
- 60–90 minute findings call with Brian
- 3–5 page Tax Impact Summary with conservative annual savings ranges
- Prioritized implementation list for your team and advisors
- Audit fee credited toward the Partner Program if you enroll within 30 days
Best for: Owners who want the opportunity quantified and a concrete action plan before stepping into ongoing partnership.
Reviewed within one business day.
Ongoing partnership
Tax Partner Program
$30,000/yr
Or $2,500 per month
Done-with-you tax strategy and implementation. We build your plan, review it quarterly, and work with your CPA so you stop tipping the IRS six figures a year.
- Deep written tax plan prepared in year one
- Quarterly “tax oil change” strategy reviews
- Entity and compensation restructuring as needed
- Direct coordination with your CPA and financial advisor
- Year-end position review before filing
- Priority access on time-sensitive deals and transactions
Best for: 7- and 8-figure owners paying roughly $300k+ in annual tax who want a long-term tax partner.
Available by invitation, typically after a Tax Impact Audit. Brian takes a limited number of Partner clients each year.
Already invited? Pay below.
Before the ladder
Teach yourself first, $95 a course
The private client curriculum runs forty-eight courses across eight tracks, each with narrated audio, a slide deck, and a workbook that runs the actual legal tests. Self paced, no application, and it credits nothing toward the ladder, it just gets you fluent before you spend on counsel.
Side by side
What's included at each level
| Feature | Strategy Call | Impact Audit | Partner Program |
|---|---|---|---|
| Portal intake reviewed in advance | |||
| Live call with Brian | 60 min | 60–90 min | Quarterly |
| Written recap email | |||
| Full review of returns & structure | |||
| Written plan with dollar estimates | 3–5 pages | Full plan | |
| Implementation support | Checklists & action map | Ongoing with your team | |
| CPA coordination | Optional hand-off call | Direct coordination | |
| Quarterly reviews | |||
| Year-end position review | |||
| Investment | $1,200 | $2,500 | $30,000/yr |
Qualification
Is this for you?
A fit if
- Business owners: Operating companies with profit trapped in the wrong structure.
- Real estate operators: Portfolios where depreciation and structure are left on the table.
- Owners selling the business: Sales, earnouts, and liquidity events with a tax deadline.
- W-2 earners: No entity yet: the $750 Employee Tax Checkup is the right door.
- You pay $300k+ in annual tax, that is where the strategies pay for themselves several times over.
Not a fit if
- W-2 only earners with no business entity (see the $750 Employee Tax Checkup instead)
- Businesses paying under $100k in total annual tax
- DIYers looking for a template rather than counsel
- Anyone wanting an aggressive or off-book scheme
We thought our CPA had it handled. Brian found six figures in the first hour and told us exactly what to ask for.
The difference between a filer and an attorney who plans is obvious once you see it. Our structure finally matches how we actually earn.
The quarterly reviews are the part that matters. Nothing gets sprung on us in April anymore.
480,000+ owners and investors follow along
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.
Apply
How the application works
It takes about two minutes. Brian's office confirms the right level within one business day.
- 01
Submit the short application, income, tax bill, business type, goals.
- 02
Brian's office reviews it within one business day and confirms the right level.
- 03
You pay for the session and get portal access with your intake questionnaire.
- 04
Brian reviews your intake, then you meet. You leave with a written recap.
Reviewed within one business day
Brian's office confirms the right level, or tells you it is not a fit yet.
You leave with a written recap
Every paid session ends with the moves worth making, in writing.
Your CPA stays
Brian builds the plan and coordinates with the CPA who already files for you.
Before you submit
The questions owners ask right here
- Do I have to fire my CPA?
- No. Brian is not a filing shop. He builds the legal strategy and structure, then hands your CPA a plan they can implement. Most clients keep the same CPA for years afterward.
- Is the $1,200 refundable?
- It is not refundable, because the work happens before the call: Brian reviews your intake, prior return, and structure in advance. If he decides during review that the session cannot help you, the fee is returned in full before you meet.
- What if I pay less than $300k in tax?
- Below roughly $100k in annual tax, a paid engagement rarely pays for itself. Between $100k and $300k it depends on your structure. Apply anyway and Brian's office will tell you honestly which side of the line you are on.
- What actually happens on the call?
- Sixty minutes on your numbers. Brian has already read your intake, so the time goes to the specific structures, entity changes, and timing moves available to you. It is not a sales presentation.
- Is any of this aggressive or grey area?
- No. Every strategy is grounded in statute, regulation, or case law, and Brian documents the authority behind each recommendation. He is a licensed attorney with an LL.M. in Taxation, and his name is on the plan.
- How fast will I see savings?
- Some moves affect the current tax year immediately. Structural changes typically show up in the following filing. Brian tells you which is which in the recap so nothing is a surprise.
- What if I want more than one session?
- The Tax Impact Audit quantifies the full opportunity and credits toward the Tax Partner Program, which keeps the plan alive quarterly. You are never pushed up the ladder on the first call.