The Accelerator is our premium, hands-on program where my team and I work directly with you (and your tax advisor, if you have one) to design and implement a custom tax strategy that can create permanent tax savings, often worth tens or even hundreds of thousands of dollars every year. This is not theory, it’s real strategy, applied to your specific situation.

The Tax-Free Formula gives you the tools and education to do it yourself. The Accelerator is for people who want speed, accountability, and expert guidance every step of the way. In the Accelerator, we don’t just teach you what to do; we build your tax plan with you, make sure it’s implemented correctly, and help you monitor results.

The Accelerator is designed for high-income entrepreneurs, investors, and business owners who:

Pay $50,000+ in taxes each year,

Want to legally and permanently reduce that amount, and

Are ready to take fast, decisive action with expert support.

While results vary, it’s common for Accelerator members to reduce their taxes by 10–40% within the first year. Some have cut their tax bill in half (or more). The bigger and more complex your financial situation, the more opportunities we can usually find.

We follow a proven framework:

Discovery: We review your current financials, entities, and tax returns to identify opportunities.

Design: We build your custom tax strategy and entity structure to match your goals.

Implementation: We help you (and your team) put the plan in place, including setting up entities, shifting income, and capturing deductions.

Follow-Up: We track results, adjust as needed, and ensure the strategy keeps delivering savings year after year.

Many members see savings within weeks of implementation, often in the same tax year they join. Because tax planning is about timing, starting sooner means bigger, faster results.

Yes. Every strategy is based on intended incentives in the tax code. We design your plan so it’s fully compliant, documented, and defensible. In fact, many clients tell us they feel more confident about their taxes after going through the Accelerator.

Great! We’ll work with your existing CPA or tax team. If they’re not already doing proactive planning, we’ll educate them on your strategy so they can help maintain it moving forward.

The Accelerator is a premium service with a one-time strategy design fee and optional ongoing support. Most clients recoup their investment, often several times over, in the first year.

Schedule a free strategy call with our team. We’ll review your situation, estimate potential savings, and determine if you’re a good fit for the Accelerator before you commit.