A written, CPA-signed plan built around how you actually earn, with the moves to make before December 31.
If the savings aren't there, we'll tell you before you pay a dollar.
Before you pay, we review your last return. We only take you on if the savings are there. If your written plan doesn't identify at least 3x your plan fee in first-year federal tax savings, we refund the full plan fee. It's in writing, in your agreement.
Applies to the plan fee, not implementation. "Identify" means savings documented in your written plan from tax-code strategies you qualify for, compared with a baseline projection without the plan. Investment-based strategies don't count toward the 3x. Requires complete documents by the dates in your agreement. Request within 30 days of plan delivery. Full guarantee terms
I run a real estate business that did [REAL REVENUE] last year. My CPA filed my taxes every year, and nobody was planning them. When a tax strategist finally went through my numbers, my bill went from [$ BEFORE] to [$ AFTER]. Same business. Every dollar of it straight out of the tax code.
So I built the firm I wish I'd found earlier. Every Maxim plan is built and signed by [CPA NAME], CPA, who has [X] years of planning experience for business owners and investors.
Results shown are my own. Your savings depend on your income, entity structure and situation.
Your tax plan is a flat $12,000. Implementation is offered separately, after our CPA walks you through your plan, so you see the savings before you decide. We never take a percentage of your savings.
Apply in two minutes. On a free strategy call we learn your business and goals and review last year's return before you commit. [CPA NAME], CPA delivers your written plan within 2–3 weeks of receiving your documents, with savings shown by strategy. Then we put it in place with you.
No. Most clients keep their CPA for filing. We build the plan, help implement it, and coordinate with your CPA so it's reflected correctly on your return.
Yes. Every strategy comes from the tax code, is documented, and is signed off by a licensed CPA. If a strategy can't be backed up, it doesn't go in your plan.
If your written plan doesn't identify at least 3x your plan fee in first-year federal tax savings, you get the full plan fee back. See the guarantee terms above.
Some strategies have to be in place by December 31, and some can still be done up to your filing deadline. Your strategist will tell you exactly what's still possible for this year and what to set up for next.