Is this only for business owners?
No. The review can start with either business owners or high-tax-liability individuals. The actual fit depends on tax facts, entity structure, the exact credit path, and advisor review.
Questions
Straight answers before a briefing.
Use this FAQ to keep the conversation clear, conservative, and focused on whether a real review is worth the prospect's time.
Why does 2023 matter?
2023 may matter because some structures or credits can create prior-year review questions. That does not mean every person can use 2023. It is a reason to ask the right questions.
What is the first qualification marker?
The current first screen uses $60k+ in federal tax liability as the starting marker. Larger liability ranges receive higher priority because the review effort is easier to justify.
Do I need a CPA or tax attorney?
Yes. This site does not provide tax, legal, accounting, financial, or investment advice. A qualified advisor should review the structure and documents before you rely on anything.
Does submitting the form mean I qualify?
No. The form only routes you to a briefing, private review, referral partner path, or no-fit outcome. Final eligibility depends on facts and documents.
What should I have ready?
At a high level: the tax years to evaluate, estimated federal tax liability, entity type, CPA status, and the event that created the liability.
Can referral partners use this?
Yes. Partners can use the intake link or request a briefing, but they should avoid making tax claims unless approved language and disclosures are in place.
Are savings percentages guaranteed?
No. Any example or percentage must be confirmed against current offering documents and professional advisor review.