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.
Start your applicationThe 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.
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.
Apply for a Paid Tax ConsultTax Impact Audit
$2,500–$3,500
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.
Apply for a Paid Tax ConsultTax Partner Program
$40,000/yr
Or $12,000/quarter
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.
Apply for a Paid Tax ConsultReady to talk?
The application takes about two minutes. Answer a few qualifying questions and Brian's office confirms the right level within one business day.
- Are you the owner or a decision maker in the business?
- What did you pay in total tax last year?
- What is your annual revenue?
- What type of business do you run?
- What do you want to accomplish in the next 12 months?
What's included at each level
| 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–$3,500 | $40k/yr |
Is this for you?
A fit if
- Agency & service owners: $2M–$30M in revenue with profit trapped in the wrong entity.
- Real estate operators: Portfolios where depreciation and structure are left on the table.
- Doctors & practice owners: High W-2 plus practice income and no coordinated plan.
- Founders taking chips off the table: Exits, earnouts, and liquidity events with a tax deadline.
- 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.
Apply
How the application works
- 01
Submit the short application below, 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.