Tax Strategy Planning for Business & Personal Growth

Stop Overpaying in Taxes — Build a Plan That Works for You and Your Business

Clarity. Confidence. Real Savings

Most business owners pay more tax than they have to — not because they’re doing anything wrong, but because no one has ever shown them the right plan.

Our Tax Strategy Planning session gives you a simple, step-by-step roadmap to understand what you’ll owe, how to lower it, and what to do next — so you can finally feel in control of your money.

Book Your Free Discovery Call

WHAT THIS SERVICE DOES FOR YOU

In one focused session, we help you:

See what you’ll owe before tax season hits
Find deductions and savings you’ve been missing
Optimize your S-Corp, payroll, or retirement setup
Get a clear action plan you can actually follow

Because true confidence comes from knowing where your money is going — and having a plan that puts you back in control.

WHO THIS SERVICE IS DESIGNED FOR

Hardworking business owners who want to stop guessing and start planning.

Whether you’re managing your first year of success or scaling fast, we’ll help you make smarter tax decisions that turns your income into a strategy — and your strategy into savings

Let Us Help You Pick the Right Path

No two businesses are the same — and your tax plan shouldn’t be either. We’ll help you choose the level of strategy that matches where you are now and where you’re headed next.

1

Core Plan — Business Only

Built for small business owners, freelancers, and contractors earning $85K–$125K who want to feel organized and confident.
We’ll help you manage income, payroll, and deductions — and make sure you’re never caught off guard by a tax bill again.

2

Growth Plan — Business + Personal

Built for established business owners earning $125K+ who want an integrated tax and wealth strategy.
You’ll uncover opportunities in retirement, real estate, and family planning to protect your profits and accelerate long-term growth.

We’ll guide you to the right plan during your free Discovery Call.

Book Your Free Call

What You’ll Walk Away With

You’ll leave your session with:

A clear picture of what you owe and how to lower it
A simple, legal tax-saving plan built around your goals
A step-by-step guide for what to do next
The confidence to make smarter decisions all year long

Why Business Owners Choose SFG

"SFG helped me save over $12,000 my first year — and now I actually understand how my taxes work."

We’ve helped hundreds of entrepreneurs take control of their taxes and keep more of their money.

Why clients trust us:

Enrolled Agent–led team of experienced tax pros
Clear, friendly explanations —no confusing jargon
Trusted by small business owners nationwide

HOW IT WORKS

Book Your Free Discovery Call:
- We’ll talk about your goals and see where you’re leaving money on the table.
Complete Your Intake Form:
- Share a few details and your recent tax info so we can prep your plan.
Review Your Custom Strategy:
- We’ll walk through your plan together and show you how to take action right away.