We Help Business Owners Identify $20,000-$30,000 of Tax Savings Opportunities in the First Month, or We Refund Our Advisory Fee.
Without chasing your CPA, overpaying the IRS, or stressing about cash flow.
Read the guide & implement
Follow our free book step by step and put the strategies in place yourself.
Read the free guideHave a CPA implement it
Book a free call and we will put the strategies in place for you, start to finish.
If you don't see the value, you're free to walk away any time, with no long-term contract.
Proven Playbook
The Strategies We Use Most
These are the core, proven strategies we reach for most often, each one a real lever that puts money back in your pocket. They are all in the free guide below, with the forms, costs, and deadlines, and we layer on advanced strategies matched to your specific situation.
The S-Corporation election
Stop overpaying the 15.3% self-employment tax on your profits.
Reasonable compensation
Set the salary that maximizes your S-corp savings and stays audit-safe.
The accountable plan
Reimburse your home office, mileage, and travel, tax-free to you.
The Augusta Rule & board meetings
Rent your home to your business up to 14 days a year, tax-free income.
Employing your children & spouse
Shift income to the family’s lowest brackets, often entirely tax-free.
The health insurance deduction
Deduct 100% of your family’s health insurance premiums.
The Health Savings Account
Triple tax-free: deductible going in, growing, and coming out for health.
Bonus depreciation
Write off qualifying equipment and assets up front, not over decades.
The Solo 401(k) & profit sharing
Shelter tens of thousands in pre-tax retirement savings each year.
The cash balance plan
Six-figure deductible contributions for high earners nearing retirement.
Beyond the Ten
For the right business, we go further with advanced strategies tailored to your facts:
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Meet Mohsin
Your Tax Strategist
Mohsin Ali, CPA, ACCA, Founder of Tax Square
Mohsin is a Certified Public Accountant and tax strategist, and the founder of Tax Square, a CPA-led tax advisory firm serving business owners across the Dallas-Fort Worth area. He began his career in 2008 with KPMG, and over the past year his team has helped more than 50 business owners keep more of what they earn through proactive, year-round tax planning.
Prefer to Do It Yourself?
Read the Full Guide, Free
Keep More Of It is genuinely do-it-yourself: every strategy in the order to do it, the forms, the costs, the deadlines, and every figure sourced to the IRS. Turn the pages right here, no download.
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