Working Wealthy
Tax Advantage
You're making real money. The question is how much of it you actually keep.
Most founders at your level have a CPA who files correctly and tells you what you owed in April. That's compliance. That's not a plan.
There's a gap between what you earn and what you keep. For most seven-figure founders, that gap has a name — and a dollar amount attached to it.
We call it your Status Quo Tax.The Real Problem
Your CPA isn't failing you. Nobody hired anyone to plan.
Tax filing and tax strategy are two different jobs. Your CPA owns the first one. Almost nobody owns the second.
Here's what that gap looks like in practice:
- You find out what you owed in April. Nobody warned you in October.
- Your entity structure hasn't been reviewed in years. It's "fine" because no one has checked.
- Every advisor touches one piece — CPA, wealth manager, bookkeeper, CFO — nobody connects them.
- Big decisions happen without a tax model. Deals, distributions, real estate, investments.
- You write six-figure checks to the IRS every year that are larger than they need to be.
You aren't the issue — the way your financial system is built is.
Working Wealthy Tax Advantage fills it.
What It Actually Costs to Do Nothing
The Status Quo Tax isn't abstract. It has a number.
Most seven-figure founders we work with are overpaying the IRS by $50,000 to $250,000+ per year - not through anything illegal, but through structures that haven't been optimized, strategies that haven't been implemented, and decisions that got made without a tax model underneath them.
That's not one bad year. That's every year you run without a proactive plan.
And here's what makes it worse: it's not just what you overpay. It's what that money would have become if you'd kept it and deployed it.
What $352,800 in Tax Savings Becomes
A real client. Three years. Numbers net of all strategy costs.
Seven-figure founder. Multiple income streams. No name for privacy, just the math.
Tax Owed: Before vs. After
| 2023 | 2024 | 2025 | 3-Year Total | |
|---|---|---|---|---|
| Tax Owed (Before) | $481,716 | $563,742 | $375,442 | $1,420,900 |
| Tax Owed (After) | $291,956 | $263,957 | $297,562 | $853,475 |
| Net Tax Savings | $108,260 | $166,660 | $77,880 | $352,800 |
| Effective Rate (Before) | 33.9% | 34.3% | 33.1% | 33.9% avg |
| Effective Rate (After) | 20.5% | 16.1% | 26.2% | 20.3% avg |
Net figures shown after all strategy costs.
Now here's what that $352,800 becomes if invested at 8%:
$352,800 Compounded at 8%
Most founders treat tax savings as money they didn't lose.
Working Wealthy founders treat every saved dollar like it owes them a return.
How It Works
Four stages. A few weeks to your first plan. A long-term relationship after that.
It starts with a plan and becomes an ongoing partnership as your income and structure evolve.
Discovery
We dig into your numbers: income streams, entity structure, deductions, investment activity, and anything unusual in your financial picture.
We're hunting the gap between what you pay and what you should.
Tax Plan Delivery
We build your plan: a specific roadmap showing what changes, why, and what it saves. Real dollar figures, not a general strategy doc.
Nothing gets implemented without your sign-off.
Refinement & Finalization
We work through questions, adjust for anything that's changed, and finalize the plan. Most clients need one to two rounds.
Then everything is locked.
Ongoing Strategy & Filings
We stay on as your tax strategist, keeping estimated payments dialed in and updating the plan as your situation evolves. Filings included.
Tax is never a surprise. Never an afterthought.
Who This Is For
You're a fit if
- Revenue is $3M-$20M and growing
- You have $250K+ in annual profit - or a clear line of sight to it
- You feel responsible for every major financial decision in the business
- The business is busy and growing but profit doesn't show up in the bank the way it should
- You're income-rich and cash-poor and you're done not knowing why
- Your business is running well and you still have a feeling there's significantly more profit available that you just can't see yet
Not a fit yet if
- You're under $3M or still doing most of the delivery yourself
- Your books haven't been touched in months and you're not ready to fix that
- You want reports and recommendations - not an installed system that runs without you
What Founders Say After The Gap Closes
"We recouped our investment in the first 4 weeks. We should end up saving about 5x in year one."
"They take ownership and really drive the strategy and process - which is what other CFOs didn't do."
"The coaching around speed, responsiveness, and using real numbers helped me tighten how I estimate and follow up - and it directly led to us landing new jobs."
"They helped me move a lot of things out of founder instinct and into a clear operating framework."
What Happens After 90 Days
Financial Command is the floor, not the ceiling. If we do our job, 'I don't understand the numbers' stops being the problem. Your new clarity makes the real gaps impossible to ignore.
At Week 12, we sit down together and decide what's next. Most clients roll into Phase II: Align, add a Working Wealthy Tax Advantage plan, or both - and we stay on to keep the financial engine running while they execute.
The Investment
Flat fee. No hourly. No surprises.
$15,000
Paid upfront. No open-ended retainer.
How to Start
Three steps. No commitment until the numbers make sense.
1
Apply
Fill out the short form below. Takes two minutes. We review every application within one business day.
2
Fit & Numbers Call
We get on a call, walk through your situation, and confirm 90D2CC is the right first step. If it's not, we'll tell you that too.
3
Start the 90 Days
We get access, set dates, and begin rebuilding how your business actually works financially.
Apply for 90 Days to Cash & Control
We review every application within one business day and follow up to schedule your Fit & Numbers Call.
We'll review your application within 1 business day and follow up to schedule a call.
