Your Personal Blueprint to Zero. Built by Experts. Powered by AI.
For the dentist, the business owner, the real estate investor. We do what elite tax attorneys do — for a fraction of the cost — because AI does the heavy lifting and our experts do the thinking.
From First Scan to Full Blueprint — In Five Steps
No shoebox of receipts. No weeks of back-and-forth. Our AI does the reading; our experts do the engineering.
Return Scan & Smart Sync
Upload your prior-year returns or connect QuickBooks, Xero, or Plaid. Our AI extracts every relevant data point in minutes — across all your entities.
Smart Questionnaire
Our adaptive questionnaire reacts to your answers — diving deeper where it matters, skipping what doesn’t apply. Multiple entities, states, and real estate? Handled.
Welcome Consultation
A dedicated American Wealth Engineer reviews your full picture with you — asking questions, answering yours, and brainstorming your personalized strategy.
Blueprint to Zero Delivered
Your custom tax plan is presented — every strategy, every projected dollar saved, every IRS code cited. You review, ask questions, and approve.
We Implement Together
Our team gets to work alongside AI compliance agents — documenting, structuring, and implementing each strategy with full audit protection built in.
Drop your 1040, 1120-S, 1065 or any return
AI reads it instantly. All entities. All states.
Tax Return Scanning & Adaptive Questionnaires
Whether you have one simple practice or seven entities across multiple states and real estate ventures, our AI reads it all — then our questionnaire fills in the gaps intelligently.
AI Return Scanner
Upload any federal or state return — 1040, 1120-S, 1065, 1120. Our Vision Gen AI extracts prior-year data instantly, flags missed deductions, and populates your profile automatically.
Adaptive Smart Questionnaire
Our questionnaire reacts to your answers in real time. If you have rental properties, it dives into depreciation and cost segregation. If you don’t, those questions never appear. No wasted time.
Multi-Entity & Multi-State Ready
Partnerships, S-Corps, LLCs, real estate LPs spread across multiple states — our onboarding is engineered for complexity. Add entities one by one or import them all at once.
Live Financial Sync
Connect directly via Plaid, QuickBooks Online, or Xero. Your dashboard stays current all year — not just in March.
Questions That Listen.
A Plan That Responds.
Our questionnaire doesn’t ask everyone everything. It learns as you answer — delving deeper when it finds opportunity, omitting what doesn’t apply to you.
Your Blueprint to Zero.
Personalized. Precise. Approved by You.
After your Welcome Consultation with a dedicated American Wealth Engineer, we deliver your full Blueprint — every strategy mapped, every saving projected, every IRS code cited. You review it. You ask questions. You approve it. Then we build.
It reads like the reports Corvee generates for $30,000-a-year accounting firms. Ours is engineered for you — the owner who deserves the same weapons as the ultra-wealthy.
Blueprint to Zero™
Prepared for: Dr. Sarah M. · 3 Entities · TX, FL, CO · Tax Year 2026
📋 Implementation Timeline
Entity restructuring complete within 30 days. Accountable Plan and retirement accounts active before Q2. Full implementation in 60–90 days.
🛡️ Audit Defense Package
Every strategy backed by contemporaneous documentation, IRS code citations, corporate minutes, and stored for life in your secure Vault.
Review complete? Your American Wealth Engineer is ready to walk through every line before implementation begins.
Approve Blueprint →
Every Document. Every Citation. Stored for Life.
We don’t just plan — we build the legal evidence trail that makes each strategy bulletproof. Every binder is downloadable, printable, and stored indefinitely in your secure Vault.
IRS Code–Cited Strategy Binders
Every strategy document links to the exact Treasury regulation, Revenue Ruling, or IRC section that authorizes it.
Corporate Minutes & Comp Studies
Formal minutes, reasonable compensation benchmarks, accountable plan records, and Augusta Rule documentation — all generated and stored automatically.
Life-Long Document Retention
The IRS has a 3-year standard audit window. We store your records for life — downloadable and print-ready from your console at any time.
Tax Attorney Representation — Included
If you are ever audited, our tax attorneys represent and defend you at no additional charge. We built the documentation; we stand behind it.
We Follow the Law.
We Over-Document on Purpose.
We Stand Behind Every Strategy.
We are the first tax planning firm to combine AI agents with human experts to achieve this level of documentation quality at this price point. That’s why we can make this promise with confidence.
We Don’t Just Plan It.
We Build It For You.
Every strategy in your Blueprint comes with a Done For You implementation option — our experts handle the paperwork, the filings, the corporate documents, and the compliance. You approve. We execute.
Custom Personal Tax Strategy Plan
The most important part of taxes is knowing what strategies to use and when. After your Blueprint consultation, we determine exactly what needs to be done and build your complete personalized action plan — entity by entity, strategy by strategy.
Entity Design & Architecture
We map out exactly how your entities should be structured — S-Corps, LLCs, partnerships, holding companies — to maximize tax savings, quarantine liability, and position you for future growth or exit.
Tax Strategy Intensive & Action Plan
You meet personally with your dedicated American Wealth Engineer. We review your full tax strategy plan, walk through your Entity Map, and build a concrete, actionable implementation roadmap — with timelines and responsibilities clearly assigned.
Done For You Accountable Plan
We draft the legally required corporate resolution, create the monthly reimbursement report templates, and amend your operating agreement — everything required to legally pull tax-free money from your business for home office, cell phone, internet, and mileage.
✦ Tax Savings: $2,000 – $10,000 / yrDone For You Augusta Rule Implementation
We prepare the market-rate comparison report, draft the S-Corp rental agreement, generate the proper invoices and board minutes, and compile the complete documentation package — all required to legally rent your home to your business for 14 days tax-free.
✦ Tax Savings: $1,750 – $10,000 / yrDone For You S-Corp Reasonable Comp Study
We conduct a full BLS-benchmarked salary analysis for your role, industry, and geography — producing an IRS-defensible written compensation study stored permanently in your Vault. Eliminates your single biggest audit risk.
✦ SE Tax Savings: $8,000 – $25,000 / yrDone For You Retirement Plan Setup
We select the optimal plan for your situation — Solo 401(k), Cash Balance, SEP IRA, or a stacked combination — and handle the setup, contribution modeling, and service provider coordination. Turn up to $200,000+ per year into a deduction.
✦ Tax Savings: $15,000 – $80,000 / yrDone For You™
Implementation Summary
Sample client · S-Corp owner · $380K net income
How Do We Implement
Retirement Strategies?
Retirement plans are one of the most powerful legal tax reduction tools available — but choosing wrong, funding wrong, or missing the deadline destroys the benefit. We handle all three for you.
Choose the Right Retirement Plan
Not every plan works for every situation. We analyze your net income, number of employees, age, and goals — then recommend the optimal structure. A wrong choice here can cost you tens of thousands in deductions.
AI-analyzed · Human-confirmedResearch & Compare All Options Side by Side
Solo 401(k) vs SEP IRA vs Cash Balance vs Defined Benefit — each has different contribution limits, employee rules, Roth options, and administrative costs. We model all four for your specific numbers before recommending anything.
Dollar-level projections per planSet Up the Plan with the Right Service Provider
We coordinate with approved service providers to establish your plan correctly — including proper plan documents, contribution elections, and beneficiary designations. Most solo business owners set this up wrong and lose the deduction entirely.
Done For You coordinationFund Optimally & Maximize the Deduction
We calculate the exact contribution amount that minimizes your tax bill without triggering the QBI phase-out — then remind you of funding deadlines throughout the year so not a dollar is left behind.
QBI-safe contribution modelingDocument, File & Store for Audit Defense
Your plan adoption agreement, contribution records, and IRS filing confirmations are compiled into a documentation binder and stored permanently in your Vault — ready for any audit, any time.
Stored for life · Downloadable anytime
Solo 401(k)
Up to $70,000 / yrSEP IRA
Up to $70,000 / yrCash Balance Plan
Up to $280,000 / yrSIMPLE IRA
Up to $16,500 / yrTaxAwe Recommendation: Most S-Corp owners under 50 benefit most from a Solo 401(k). Owners 50+ with $250K+ stable income should stack a Cash Balance Plan on top — often unlocking $150,000–$280,000 in additional annual deductions.
More Than Firms That Charge $30,000.
For a Fraction of the Cost.
AI handles the administration. Experts handle the strategy. You keep the savings — and reinvest them in your business, your family, and your community.
For the business owner ready to stop overpaying.
- AI return scan + Smart Sync onboarding
- Adaptive Smart Questionnaire (all entities)
- Welcome consultation with a Wealth Engineer
- Blueprint to Zero — up to 10 strategies
- S-Corp salary optimization + QBI
- Accountable Plan formalization
- Strategic retirement plan selection
- Secure document Vault — life retention
- 100% Audit Protection — included
For the grinder who wants every dollar back.
- Everything in Blueprint Core, plus:
- 200+ strategies analyzed across all entities
- Multi-entity, multi-state planning
- Family employment + FMC structuring
- HSA + HRA stacking (“Medical Fort Knox”)
- Advanced depreciation + cost segregation
- Retirement Super-Stack (401k + Cash Balance)
- OBBBA 2026 strategy suite
- AI Compliance Agent — year-round monitoring
- Quarterly strategy reviews + deadline alerts
- Full documentation binder library
Private wealth infrastructure for your family.
- Everything in Blueprint Pro, plus:
- Fractional CFO — cash flow, KPIs, board reporting
- Private family banking (IUL / Tier 1 HVUT)
- M&A deal architecture + exit planning
- Pre-IPO trust staging (GRATs, CRUTs, QSBS)
- Elder law + Medicaid Asset Protection Trusts
- Commercial loan brokering + capital access
- Dedicated named attorney + CPA team
- Unlimited strategy consultations
Why so affordable? Because AI eliminates the administrative overhead that forces traditional firms to charge $10,000–$30,000 for the same quality of plan. The AI Era is here. We’re passing the savings to you — and asking you to reinvest them in your business, your family, and your community.
Built for the Grinder.
Engineered for the Builder.
You spent years becoming exceptional at your craft — medicine, real estate, law, business. You shouldn’t have to spend years becoming a tax expert too. That’s what we’re here for.
We serve dentists, physicians, attorneys, real estate investors, e-commerce entrepreneurs, contractors, and every hard-working American who earns too much to fly under the radar and too little to afford a $600/hour tax attorney.
Start Your Free DiagnosticReal Owners. Real Savings.
Real Peace of Mind.
We don’t sell generic plans. We engineer personalized Blueprints — and our clients feel the difference every April.
Everything You Need to Know Before You Start
Still have questions? Your dedicated American Wealth Engineer will answer everything during your Welcome Consultation — at no charge.
Start Free Diagnostic
The Wealth Engineering
Tool Suite
Interactive tax calculators built for business owners, not accountants. Run your real numbers in 60 seconds — then let a Wealth Engineer implement the savings for you.
Pick your calculator
Each tool targets a specific tax decision — entity structure, equipment, retirement, or home rental income.
Enter your numbers
Real-time sliders calculate your exact tax impact as you move them. No form. No waiting. Instant results.
Book your session
See an opportunity? Every tool connects directly to a TaxAwe Wealth Engineer who implements the strategy for you.
S-Corp Tipping Point Calculator
Compare your exact tax bill as a 1099 sole proprietor vs an S-Corp. Full 2026 federal income tax + FICA calculation with adjustable reasonable salary slider. Includes the multi-year depreciation cannibalization warning.
Section 179 True Cost Simulator
Fact-check your equipment rep’s math. See your real out-of-pocket after Section 179 and bonus depreciation. Includes practice acquisition asset allocation and multi-year MACRS depreciation strategy comparison.
Retirement Contribution Optimizer
Calculate your exact contribution mix across Solo 401(k), SEP IRA, and Cash Balance plans to minimize taxes and maximize retirement wealth simultaneously. Updated for 2026 contribution limits.
Augusta Rule 14-Day Rental Estimator
Calculate your exact tax-free rental income potential from renting your home to your S-Corp for up to 14 days. Includes the audit-safe rental agreement template and IRS documentation checklist.
S-Corp Reasonable Salary Calculator
Enter your role, industry, and location to see if your current W-2 is audit-safe or if you’re overpaying payroll taxes. Benchmarked against 2026 BLS wage data across 40+ industries.
Hire Your Kids Tax Checklist
The complete compliance checklist to legally pay your children tax-free and write it off as a business expense — without triggering an audit. Includes job descriptions, payroll docs, and Roth IRA funding strategy.
Calculators diagnose the problem.
TaxAwe delivers the solution.
These aren’t standalone tools. Every calculator is the first step toward a complete Blueprint to Zero — engineered by a real American Wealth Engineer and backed by 100% audit protection.
Your Blueprint to Zero Starts With One Free Diagnostic.
See exactly how much you’re leaving on the table. No credit card. No obligation. Just clarity — in minutes.