Do I have to change CPAs?

No, and most people do not. We build the plan and hand your CPA a package they can file from. If you would rather we handled the filing and the ongoing accounting too, we can, but it is a separate decision and not a condition of anything.

How much of my time will this take?

The Masterclass is one live session. If you proceed from there, expect one call and a document request. We work from your returns and your entity paperwork rather than interviewing you for hours, so most of the effort sits with us.

Is any of this aggressive or risky?

No. Every position has to be documented well enough to survive an examination, because Jose is an Enrolled Agent and NTPI Fellow and would be the one representing you in it. If a strategy only works when nobody looks at it, we do not use it.

What if you do not find much?

We tell you, and you do not proceed. You will have paid for a diagnostic and received a straight answer. We would rather lose the engagement than manufacture a reason for it.

What happens to my information?

Returns, entity documents and project data stay inside the firm and are never sold, shared or used for anything other than building your plan. If you do not proceed, you can ask us to delete what you sent and we will.

I am behind on my books. Is that a problem?

It is the most common situation we see, and it is usually the reason planning has never happened. Getting the records rebuilt is the first phase of the work rather than a prerequisite you have to solve alone first.

Entity Optimization

The right structure, whether that is an S-Corp, C-Corp, partnership, or holding company stack, to move your effective rate, not just your filing status.

RSVP for the Masterclass See real outcomes

Coordinated with the other six disciplines

What this is

The work, in plain language.

Entity Optimization sits at the heart of a coordinated tax strategy. We pair it with the rest of your plan so deductions, income character, and timing all reinforce each other instead of working at cross-purposes.

Most CPAs deliver one piece of this. We coordinate it with the other six disciplines so a move in one column doesn't accidentally undo a move in another.

Entity selection & restructure
Owner compensation design
Multi-entity stacks

Year-round

Continuous strategy, not just at filing

EA · NTPI

IRS-licensed practitioners

Documented

Audit-ready strategy memos

Quarterly

Reviewed every 90 days

What's involved

From first call to filing.

A repeatable engagement, not a guessing game.

Review

We review your full financial picture, entity structure, income mix, assets and goals before proposing anything.

Strategy memo

A documented plan, modeled in real numbers, with a clear sequence of moves and their tax impact.

Implementation

We execute alongside your other advisors, CPA, attorney, financial planner, so nothing gets lost in handoff.

Quarterly review

Every 90 days we revisit the plan against the year's actual numbers and adjust before year-end.

Who it's for

If your situation looks like one of these, this is for you.

Real outcomes

Anonymized work, done with this discipline.

Each case below was solved with entity optimization as a primary lever.

All case studies

Business Owner · Professional Services

$132,000 recovered in the first year

A founder in his 40s had worked with the same CPA for a decade. A full-picture review surfaced six figures of missed planning before any new strategy was even deployed.

Recovered · Year 1Read case study →

Physician Group · $1.4M Combined Income

A defined benefit plan that reshaped the year

Two partners were maxing a 401(k) and calling it a day. A custom defined benefit plan moved six figures of income off the table, compounding tax-deferred inside the plan.

Annual savings · Six figuresRead case study →

Real Estate Broker · Age 36

$17,000 a year back, without changing the business

A broker in his mid-thirties was overpaying without knowing it. A handful of strategies returned about $17,000 a year, every year, with no change to his income, his expenses or his lifestyle.

Saved · Every yearRead case study →

Client details anonymized. Results vary based on individual tax situations.

FAQ

The questions most people ask first.

How is this different from what my CPA already does?

Compliance and strategy are different disciplines. Your CPA files what happened. We plan what will happen, before year-end, when it still matters.

Do you replace my CPA?

No. We work alongside your existing CPA. They keep filing; we shape what the filing looks like.

When should I engage you?

The earlier in the year, the more leverage. Q1 and Q2 engagements typically capture the most opportunity, but late-year engagements still find meaningful moves.

What does it cost?

Fees are based on scope and complexity, and we scope after reviewing your returns and entities. We don't take engagements where we can't credibly project a multiple of the fee in tax savings.

Often paired with

These services compound with this one.

Stop filing. Start strategizing.

RSVP for the Asset Accumulation Formula Masterclass. One live session on the strategies residential developers use to keep more of what they build, and how to tell whether they apply to you.

RSVP for the Asset Accumulation Formula Masterclass

Have one specific question instead? Book a Strategy Session with Jose.