For Tax Bills Starting at $100K
If you've paid $100K or more in past tax bills, that history is what sizes the opportunity. Investment tax credits let you redirect that scale into a credit and depreciation at once — not by amending returns or chasing a refund, but by structuring forward so every bill ahead gets smaller.
9/10
Businesses overpay taxes
Using fully vetted, IRS-compliant strategies. The question isn't whether opportunities exist in your tax history — it's whether anyone has looked.
Minimum annual tax bill
$100K
No upper limit. We've worked with clients from successful high earners to 10-figure enterprises.
What We Do
We don't sell cookie-cutter plans or rely on one flashy tax code. Our approach stacks multiple, tailored strategies based on where you are — and where you're going. The IRS tax code is 75,000 pages. Most people have only ever seen five.
01
Your past tax payments aren't a sunk cost — they size the opportunity. ITC structures redirect your tax history into a credit and depreciation working together, so forward bills shrink instead of repeat. No amended returns. No refund chase. Forward structuring only.
02
The tax moment on a business sale is one of the largest most owners will ever face. With the right structure in place — arranged at least a year before the transaction — much of that exposure can be mitigated. We cannot help after the sale. We can help before it.
03
Medical Expense Reimbursement Plans and strategic employee benefits are among the most consistently overlooked bottom-line opportunities in the tax code. Most businesses leave significant savings here. We find them, structure them, and implement them without disrupting what's already working.
The Timing Problem
A business sale is one of the biggest tax events an owner ever faces — capital gains, depreciation recapture, and state tax stacked together. The bill is often measured in millions.
And it's decided before the sale, not on the return. The structure that reduces it has to be in place first — at least a year ahead. We help before the sale, not after.
40%+
Combined federal, state, and recapture exposure on a typical business sale
"In America, there are two tax systems. One for the informed and one for the uninformed. Both are legal."
— Judge Learned Hand · U.S. Federal Judge
Free Resource
Aimee Spencer's guide to legally paying less tax — the strategies most high earners were never shown, written for the people who are ready to ask the right questions.
Free. No obligation. Yours immediately.
Get Untaxed, Legally — The CTBA Guide to Paying Less Tax
Aimee Spencer, CTBA
Start Here
The assessment takes less than five minutes. Every submission is reviewed personally. If there's an opportunity in your tax history, you'll hear about it directly.
Start Your AssessmentReviewed within 48 hours · No obligation