Keep More, Stress Less with Freedom Trail Tax Planning
Engineered Tax Savings. Custom Strategy. Complete Clarity.
Book A Free ConsultationIntentionally Designing Your Financial Structure
Most business owners and high-income earners pay more tax than they need to. Not because they're doing anything wrong, but because nobody has walked them through a forward-looking, structured tax plan built around their business, their numbers, and their goals. This is where real tax savings come from—not from preparing last year's returns, but from intentionally designing your financial structure so it works for you instead of against you.
- Proactive Tax Strategy & Coaching
- Entity Structuring & Advanced Deductions
- Ongoing Tax Review & Maintenance
- IRS-Approved Legal Tactics (400+ Strategies)
- Expert Guidance from Licensed CPAs
- Small Business Owners – Keep more of what you earn without worrying about compliance.
- High-Income Professionals – Minimize tax liability and optimize wealth-building.
- Self-Employed & S Corp Owners – Maximize deductions and streamline planning year-round.
Proven Impact
$70,000 Back
In just 90 days, we helped a high-earning W-2 attorney and her spouse turn a looming tax hit into a $58,000 cash refund for 2023 and a projected $12,000 savings for 2024 by realigning rental activities and shifting management income.
Ron’s $15,000 Annual Savings
By repositioning equity from his home to buy more properties, we created over $50,000 of tax-free income and cut one client's tax bill by over $15,000 in just one year.
Scope of Services
This engagement gives you a plan you can put into action immediately:
- Personalized Tax Blueprint
- Curated list of strategies aligned to your goals
- Step-by-step implementation instructions
- Live Strategy Session walkthrough
- Email support for 90 days as you implement
- Introductions to vetted partners when needed
Exclusions
Focusing solely on high-impact strategy, this does NOT include:
- Personal or business tax return preparation
- Unlimited consulting or recurring calls
- Trust planning
- Mergers or acquisitions
- International tax restructuring
- IPO exit planning
- Legal or investment advice
Why Choose Our Tax Planning
- Save thousands annually with IRS-approved strategies
- Year-round guidance to stay ahead of tax law changes
- Entity structure reviews that reduce audit risk and taxes
- Personalized plans tailored to your income, goals, and industry
- Trusted support from licensed tax experts, not generic software
How It Works
- Schedule a free consultation
- We review your current tax structure and goals
- You get a tailored, proactive tax strategy
- We support and optimize your plan all year long
90-Day Strategic Timeline
| Week | Milestone | Your Time Required |
|---|---|---|
| 0-1 | Kickoff Call - Goals, facts, and data gathering | 60 minutes |
| 2-4 | Discovery + baseline analysis | Doc uploads |
| 5-7 | Draft Tax Blueprint delivered | Review-only |
| 8 | Strategy Session - Your live walkthrough | 60 minutes |
| 9 | Final plan + implementation checklist | No meeting |
| 10-12 | Chat Q&A + vendor introductions | As needed* |
| 13 | Check In Meeting | 15 minutes |
*Questions must be related the tax strategies presented only.
Your Zero-Risk Investment
If after your Strategy Session you feel the plan is unclear or not actionable, we’ll refine it again at no cost. If after that revision you still don't feel confident, you may request a full refund within 7 days.
To Begin: Book your free consultation below to get started on your tailored tax strategy.