The Tax Code is 70,000+ pages – most CPAs only know 30-50 of them. Find out what’s hiding in the other 69,000+ and how to use it to save 5 to 6 figures every year in taxes.
You’re running a solid 7 or 8-figure business – you watch your numbers, manage cash carefully, and think twice before taking big risks.
But then tax season rolls around, and you wire $100K, $300K, maybe even $800K to the IRS.
Your CPA doesn’t offer much beyond, “That’s just how it is when business is good.” You nod and think, “Well, I guess that’s the cost of success.”
But it’s not.
We’ve worked with business owners who believed their CPAs were doing everything possible to lower their taxes…
Until we helped them cut their tax bills in half using advanced strategies based on existing, legal provisions in the tax code or court rulings.
Your CPA files the returns, double-checks the math, and reminds you when it's time to "maximize write-offs."
But when was the last time they sat you down and showed you how to proactively cut what you owe before the IRS locks in the number?
That’s why I’m hosting this workshop.
I’ve personally helped business owners recover over $26 million in tax savings they didn’t even know they were missing.
“I saved $40K that would’ve gone to the tax man.”
– Nik M.
“You guys are great. Business owners who aren’t tax planning with you are literally leaving money on the table.”
– Spencer H.
“They saved me tens of thousands every year. My old accountant just disappeared. This team actually has a process.”
– Natalia Z.
Day 1: Why You’re Still Overpaying
How to tell if you're overpaying in taxes (even if your CPA swears you’re “doing everything right”)
What it really means when your only tax move is “buying something in December”
Why smart, profitable businesses are still wiring checks they could’ve used for down payments, college tuition, or team expansion
What “loophole” actually means and why most CPAs avoid them altogether
Why the best strategies aren’t written in the tax code and why that’s not a bad thing
How a court ruling (not the IRS) made it legal for you to save hundreds of thousands and why your CPA never mentioned it
Day 2: How to Cut Your Bill in Half
A breakdown of powerful, underused tax strategies from deferred sales trusts and oil & gas to the Augusta Rule, accelerated depreciation, and income-shifting tactics
How to sell your business without paying taxes (and why it’s 100% legal)
How to build a real tax plan, not just a bunch of write-offs cobbled together in Q4
The records, reports, and documentation you’ll need to back your strategy
How to use projections to estimate and reduce your tax bill before the IRS sets it in stone
How to assess your current cash flow against advanced strategies to find out what’s actually worth implementing
We’re not talking about pushing boundaries or playing fast and loose with deductions.
Everything you’ll learn in this workshop is legal, documented, and backed by the tax code or court rulings.
Used correctly, these strategies won’t raise red flags because they’ve already been vetted.
Option 1:
Spend over 58 full-time weeks reading the 69,000+ pages of the Tax Code that your CPA hasn’t read (yes, that’s how long it would take).
Figure out what it all means and what’s not in the code so you can legally pay the IRS as little as possible without raising a single red flag.
Option 2:
Join the Tax Strategy Workshop for just $9 and spend 2 days with someone who’s already read & studied them…
And walk away with a real plan and the knowledge of strategies & legal loopholes you can implement right away to save up to 50% on your tax bill.
With over 15 years of experience in the industry, James has helped 7- and 8-figure business owners save over $26 million in taxes.
He’s worked with everyone from agency owners to contractors, creatives, and online entrepreneurs who thought they were doing everything possible to lower their tax bills – until they saw what was possible with real strategy.
James isn’t flashy and never overpromises, but his strategies work.
He’s hosting the Tax Strategy Workshop to show you exactly how to fix the biggest financial leak in your business – taxes.
With over 15 years of experience in the industry, James has helped 7- and 8-figure business owners save over $26 million in taxes.
He’s worked with everyone from agency owners to contractors, creatives, and online entrepreneurs who thought they were doing everything possible to lower their tax bills – until they saw what was possible with real strategy.
James isn’t flashy and never overpromises, but his strategies work.
He’s hosting the Tax Strategy Workshop to show you exactly how to fix the biggest financial leak in your business – taxes.
You can’t go back and fix last quarter’s tax bill…but you can make the next one smaller.
This is your chance to cut down the next check you write to the IRS before they decide how much you owe.
Trusting your CPA could be costing you 6 figures.
You’ll receive an email confirmation and calendar link with all the information, as well as reminders leading up to the event.
July 28 & 29 from 1:00-2:30pm EST
Each session will be approximately 90 minutes long.
We’ll email you a private Zoom link. You can join from your computer or phone.
Replays will be available until August 1st at midnight EST. Watch on your own schedule, pause and rewind as needed.
No. We’ve helped agency owners, consultants, real estate pros, contractors, creative service providers – you name it. As long as your business is making at least 7 figures in annual revenue, this applies to you.
No. These are legal strategies backed by court rulings and IRS guidance. We’ll show you how to use them the right way – with documentation, timing, and compliance – so you’re protected and audit-ready, not flagged.
Because most CPAs were trained to file, not to strategize. Tax law changes constantly, and the best strategies aren’t in the IRS handbook – they’re in court rulings, private letter rulings, and gaps in the code. That’s what we study, and that’s what we’ll show you.
Yep, I’m a CPA. But my job isn’t to file your taxes. It’s to help you pay less of them, legally. Our firm focuses exclusively on strategy. We partner with CPAs, but we’re not the ones pushing papers. We’re the ones finding the moves they missed.
Email us at [email protected] and we’ll be happy to help!
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