Twenty high-earning owners across professions, run through the same engine as the Tax Strategy Finder under 2026 federal law. Strategies that cost more than they save are dropped before anything is shown. In every plan here, the owner keeps about five dollars of tax savings for every dollar of fee, and many build six figures of wealth in their own accounts.
The full playbookEvery strategy, one owner: a $1.1M practice
S corporation, age 52, $600k payroll, two children, owns a $1.5M building, gives $25,000 a year. Each strategy is added in order and kept only if it pays for itself.
Tax today$347,353
Year-one tax saved (building is one-time timing)$255,375
Net after all costs$199,575
Costs + fixed fee$55,800
To your accounts$198,750
Kids' wages (their money)$32,200
Every strategy in the plan
| Strategy | Tax saved | Cost |
|---|
| Salary reset to $320,000Rev. Rul. 59-221 | $3,264 | $0 |
| Accountable plan, $10,000IRC 62(a)(2)(A) | $3,700 | $0 |
| Augusta rule, 14 days at $1,200IRC 280A(g) | $6,216 | $500 |
| Donor-advised fund, 3 years of giving, funded with stockIRC 170, 170(e) | $16,026 | $0 |
| Family HSAIRC 223 | $3,253 | $0 |
| Cash balance pensionIRC 401(a), 412; 401(b)(2) | $80,162 | $23,300 |
| 2 children on payroll at $16,100IRC 162 | $7,266 | $0 |
| Cost segregation on a $1.5M building (one-time timing)IRC 168(k) | $126,979 | $9,000 |
| Fixed fee | | $23,000 |
Also reviewed in a full engagement when the facts fit: installment sales, Roth conversions, qualified small business stock, 1031 exchanges, opportunity zones, energy and hiring credits. Captive insurance and conservation easements are high-scrutiny positions we evaluate cautiously and often decline.
Health careThe oral surgeon ten years from retirement
S corporation, $1,200k net profit, age 55, $700k payroll, 2 children, owns a $2,200k building.
Tax today$383,700
Tax saved$143,323
Net cash$90,223
Costs + fixed fee$53,100
To your accounts$259,750
Building lever$165,996
See every strategy
| Strategy | Saved | Cost | Net |
|---|
| Salary reset to $360,000Rev. Rul. 59-221 | $1,305 | $0 | $1,305 |
| Accountable plan, $9,000IRC 62(a)(2)(A) | $3,330 | $0 | $3,330 |
| Augusta rule, 14 days at $1,000IRC 280A(g) | $5,180 | $500 | $4,680 |
| Donor-advised fund, 3 years of giving, funded with stockIRC 170, 170(e) | $15,852 | $0 | $15,852 |
| Family HSAIRC 223 | $3,625 | $0 | $3,625 |
| Safe-harbor 401(k): owner deferral, 4% to staff (dropped: costs more than it saves)IRC 401(k)(12) | $17,324 | $22,100 | −$4,776 |
| Cash balance pensionIRC 401(a), 412; 401(b)(2) | $104,226 | $26,100 | $78,126 |
| Fixed fee | | $26,500 | |
The trial attorney after a big verdict year
S corporation, $1,300k net profit, age 50, $650k payroll, 2 children.
Tax today$419,068
Tax saved$121,660
Net cash$73,460
Costs + fixed fee$48,200
To your accounts$198,750
Lean plan net$25,459
See every strategy
| Strategy | Saved | Cost | Net |
|---|
| Salary reset to $330,000Rev. Rul. 59-221 | $653 | $0 | $653 |
| Accountable plan, $9,000IRC 62(a)(2)(A) | $3,330 | $0 | $3,330 |
| Augusta rule, 14 days at $1,000IRC 280A(g) | $5,180 | $500 | $4,680 |
| Donor-advised fund, 3 years of giving, funded with stockIRC 170, 170(e) | $20,920 | $0 | $20,920 |
| Family HSAIRC 223 | $3,253 | $0 | $3,253 |
| Safe-harbor 401(k): owner deferral, 4% to staff (dropped: costs more than it saves)IRC 401(k)(12) | $16,803 | $20,700 | −$3,897 |
| Cash balance pensionIRC 401(a), 412; 401(b)(2) | $79,815 | $24,700 | $55,115 |
| Fixed fee | | $23,000 | |
The family physician who owns her practice
S corporation, $800k net profit, age 52, $420k payroll, 2 children.
Tax today$236,063
Tax saved$108,526
Net cash$68,266
Costs + fixed fee$40,260
To your accounts$198,750
Lean plan net$14,249
See every strategy
| Strategy | Saved | Cost | Net |
|---|
| Salary reset to $300,000Rev. Rul. 59-221 | $3,293 | $0 | $3,293 |
| Accountable plan, $9,000IRC 62(a)(2)(A) | $3,150 | $0 | $3,150 |
| Augusta rule, 14 days at $1,000IRC 280A(g) | $4,900 | $500 | $4,400 |
| Donor-advised fund, 3 years of giving, funded with stockIRC 170, 170(e) | $6,686 | $0 | $6,686 |
| Family HSAIRC 223 | $3,078 | $0 | $3,078 |
| Safe-harbor 401(k): owner deferral, 4% to staff (dropped: costs more than it saves)IRC 401(k)(12) | $13,634 | $14,260 | −$626 |
| Cash balance pensionIRC 401(a), 412; 401(b)(2) | $79,896 | $18,260 | $61,636 |
| Fixed fee | | $21,500 | |
The top-producing agent who never incorporated
Sole owner on Schedule C, $620k net profit, age 42, no staff, 2 children.
Tax today$178,745
Tax saved$77,776
Net cash$57,276
Costs + fixed fee$20,500
To your accounts$73,250
Lean plan net$42,445
See every strategy
| Strategy | Saved | Cost | Net |
|---|
| S corporation election, salary $160,000IRC 1362; Rev. Rul. 59-221 | $41,637 | $3,000 | $38,637 |
| Accountable plan, $9,000IRC 62(a)(2)(A) | $2,904 | $0 | $2,904 |
| Augusta rule, 14 days at $1,000IRC 280A(g) | $4,521 | $500 | $4,021 |
| Donor-advised fund, 3 years of giving, funded with stockIRC 170, 170(e) | $3,548 | $0 | $3,548 |
| Family HSAIRC 223 | $2,714 | $0 | $2,714 |
| Solo 401(k): deferral plus profit sharingIRC 401(k), 415(c) | $16,355 | $1,500 | $14,855 |
| Fixed fee | | $15,500 | |
The orthodontist who owns the building
S corporation, $950k net profit, age 48, $520k payroll, 2 children, owns a $1,600k building.
Tax today$289,568
Tax saved$90,046
Net cash$50,486
Costs + fixed fee$39,560
To your accounts$148,750
Building lever$120,236
See every strategy
| Strategy | Saved | Cost | Net |
|---|
| Salary reset to $300,000Rev. Rul. 59-221 | $1,632 | $0 | $1,632 |
| Accountable plan, $9,000IRC 62(a)(2)(A) | $3,330 | $0 | $3,330 |
| Augusta rule, 14 days at $1,000IRC 280A(g) | $5,180 | $500 | $4,680 |
| Donor-advised fund, 3 years of giving, funded with stockIRC 170, 170(e) | $11,154 | $0 | $11,154 |
| Family HSAIRC 223 | $3,430 | $0 | $3,430 |
| Safe-harbor 401(k): owner deferral, 4% to staff (dropped: costs more than it saves)IRC 401(k)(12) | $16,289 | $17,060 | −$771 |
| Cash balance pensionIRC 401(a), 412; 401(b)(2) | $58,660 | $21,060 | $37,600 |
| Fixed fee | | $18,000 | |
The custom home builder with a record year
S corporation, $1,050k net profit, age 51, $900k payroll, 2 children.
Tax today$260,011
Tax saved$87,207
Net cash$37,507
Costs + fixed fee$49,700
To your accounts$172,543
Lean plan net$18,843
See every strategy
| Strategy | Saved | Cost | Net |
|---|
| Raise salary to a defensible $250,000 (compliance fix) (compliance fix)Rev. Rul. 59-221 | −$4,934 | $0 | −$4,934 |
| Accountable plan, $9,000IRC 62(a)(2)(A) | $2,680 | $0 | $2,680 |
| Augusta rule, 14 days at $1,000IRC 280A(g) | $4,168 | $500 | $3,668 |
| Donor-advised fund, 3 years of giving, funded with stockIRC 170, 170(e) | $20,739 | $0 | $20,739 |
| Family HSAIRC 223 | $2,464 | $0 | $2,464 |
| Safe-harbor 401(k): owner deferral, 4% to staff (dropped: costs more than it saves)IRC 401(k)(12) | $16,907 | $27,700 | −$10,793 |
| Cash balance pensionIRC 401(a), 412; 401(b)(2) | $56,879 | $31,700 | $25,179 |
| Fixed fee | | $17,500 | |
The software founder doing real research
S corporation, $380k net profit, age 36, $1,500k payroll, $900k of qualified research.
Tax today$78,375
Tax saved$55,425
Net cash$31,925
Costs + fixed fee$23,500
To your accounts$0
Lean plan net$31,925
See every strategy
| Strategy | Saved | Cost | Net |
|---|
| Accountable plan, $9,000IRC 62(a)(2)(A) | $1,728 | $0 | $1,728 |
| Augusta rule, 14 days at $1,000IRC 280A(g) | $2,688 | $500 | $2,188 |
| R&D credit on $900k of qualified researchIRC 41, 280C(c) | $48,897 | $12,000 | $36,897 |
| Family HSA (dropped: costs more than it saves)IRC 223 | $0 | $0 | $0 |
| Safe-harbor 401(k): owner deferral, 4% to staff (dropped: costs more than it saves)IRC 401(k)(12) | $0 | $44,500 | −$44,500 |
| Fixed fee | | $11,000 | |
The restaurant owner with tipped staff
S corporation, $390k net profit, age 40, $1,600k payroll, 2 children, $700k tipped wages.
Tax today$70,979
Tax saved$40,684
Net cash$32,184
Costs + fixed fee$8,500
To your accounts$8,750
Lean plan net$30,504
See every strategy
| Strategy | Saved | Cost | Net |
|---|
| Raise salary to a defensible $120,000 (compliance fix) (compliance fix)Rev. Rul. 59-221 | −$3,726 | $0 | −$3,726 |
| Accountable plan, $9,000IRC 62(a)(2)(A) | $1,728 | $0 | $1,728 |
| Augusta rule, 14 days at $1,000IRC 280A(g) | $2,688 | $500 | $2,188 |
| FICA tip creditIRC 45B | $36,778 | $0 | $36,778 |
| Family HSAIRC 223 | $1,680 | $0 | $1,680 |
| Safe-harbor 401(k): owner deferral, 4% to staff (dropped: costs more than it saves)IRC 401(k)(12) | $10,046 | $21,700 | −$11,654 |
| Fixed fee | | $8,000 | |
The group dental practice owner
S corporation, $620k net profit, age 45, $600k payroll, 2 children.
Tax today$168,124
Tax saved$81,077
Net cash$21,977
Costs + fixed fee$59,100
To your accounts$139,457
Lean plan net$12,046
See every strategy
| Strategy | Saved | Cost | Net |
|---|
| Salary reset to $220,000Rev. Rul. 59-221 | $718 | $0 | $718 |
| Accountable plan, $9,000IRC 62(a)(2)(A) | $4,046 | $0 | $4,046 |
| Augusta rule, 14 days at $1,000IRC 280A(g) | $7,128 | $500 | $6,628 |
| Donor-advised fund, 3 years of giving, funded with stockIRC 170, 170(e) | $5,515 | $0 | $5,515 |
| Family HSAIRC 223 | $3,968 | $0 | $3,968 |
| Safe-harbor 401(k): owner deferral, 4% to staffIRC 401(k)(12) | $19,743 | $19,300 | $443 |
| Cash balance pensionIRC 401(a), 412; 401(b)(2) | $34,360 | $23,300 | $11,060 |
| Fixed fee | | $16,000 | |
The solo consultant building wealth
Sole owner on Schedule C, $350k net profit, age 45, no staff, 2 children.
Tax today$76,028
Tax saved$39,342
Net cash$19,842
Costs + fixed fee$19,500
To your accounts$117,517
Lean plan net$6,810
See every strategy
| Strategy | Saved | Cost | Net |
|---|
| S corporation election, salary $115,000IRC 1362; Rev. Rul. 59-221 | $9,674 | $3,000 | $6,674 |
| Accountable plan, $9,000IRC 62(a)(2)(A) | $1,728 | $0 | $1,728 |
| Augusta rule, 14 days at $1,000IRC 280A(g) | $2,688 | $500 | $2,188 |
| Family HSAIRC 223 | $1,680 | $0 | $1,680 |
| Solo 401(k): deferral plus profit sharingIRC 401(k), 415(c) | $10,861 | $1,500 | $9,361 |
| Cash balance pensionIRC 401(a), 412; 401(b)(2) | $10,915 | $6,500 | $4,415 |
| Fixed fee | | $8,000 | |
The bestselling author and speaker
Sole owner on Schedule C, $650k net profit, age 49, no staff, 2 children.
Tax today$190,157
Tax saved$102,250
Net cash$70,250
Costs + fixed fee$32,000
To your accounts$157,819
Lean plan net$22,172
See every strategy
| Strategy | Saved | Cost | Net |
|---|
| S corporation election, salary $170,000IRC 1362; Rev. Rul. 59-221 | $14,307 | $3,000 | $11,307 |
| Accountable plan, $9,000IRC 62(a)(2)(A) | $3,150 | $0 | $3,150 |
| Augusta rule, 14 days at $1,000IRC 280A(g) | $4,900 | $500 | $4,400 |
| Donor-advised fund, 3 years of giving, funded with stockIRC 170, 170(e) | $9,320 | $0 | $9,320 |
| Family HSAIRC 223 | $4,731 | $0 | $4,731 |
| Solo 401(k): deferral plus profit sharingIRC 401(k), 415(c) | $32,125 | $1,500 | $30,625 |
| Cash balance pensionIRC 401(a), 412; 401(b)(2) | $25,919 | $6,500 | $19,419 |
| Fixed fee | | $20,500 | |
The online brand owner
Sole owner on Schedule C, $800k net profit, age 52, $350k payroll, 2 children.
Tax today$195,022
Tax saved$59,166
Net cash$27,366
Costs + fixed fee$31,800
To your accounts$126,681
Lean plan net$9,213
See every strategy
| Strategy | Saved | Cost | Net |
|---|
| S corporation election, salary $180,000IRC 1362; Rev. Rul. 59-221 | $8,093 | $3,000 | $5,093 |
| Accountable plan, $9,000IRC 62(a)(2)(A) | $2,520 | $0 | $2,520 |
| Augusta rule, 14 days at $1,000IRC 280A(g) | $3,920 | $500 | $3,420 |
| Donor-advised fund, 3 years of giving, funded with stockIRC 170, 170(e) | $1,415 | $0 | $1,415 |
| Family HSAIRC 223 | $2,465 | $0 | $2,465 |
| Safe-harbor 401(k): owner deferral, 4% to staff (dropped: costs more than it saves)IRC 401(k)(12) | $12,083 | $12,300 | −$217 |
| Cash balance pensionIRC 401(a), 412; 401(b)(2) | $37,015 | $16,300 | $20,715 |
| Fixed fee | | $12,000 | |
The independent financial advisor
S corporation, $900k net profit, age 52, $400k payroll, 2 children.
Tax today$269,437
Tax saved$96,861
Net cash$59,161
Costs + fixed fee$37,700
To your accounts$172,543
Lean plan net$18,442
See every strategy
| Strategy | Saved | Cost | Net |
|---|
| Salary reset to $250,000Rev. Rul. 59-221 | $1,632 | $0 | $1,632 |
| Accountable plan, $9,000IRC 62(a)(2)(A) | $3,330 | $0 | $3,330 |
| Augusta rule, 14 days at $1,000IRC 280A(g) | $5,180 | $500 | $4,680 |
| Donor-advised fund, 3 years of giving, funded with stockIRC 170, 170(e) | $12,269 | $0 | $12,269 |
| Family HSAIRC 223 | $3,396 | $0 | $3,396 |
| Safe-harbor 401(k): owner deferral, 4% to staff (dropped: costs more than it saves)IRC 401(k)(12) | $13,437 | $13,700 | −$263 |
| Cash balance pensionIRC 401(a), 412; 401(b)(2) | $63,840 | $17,700 | $46,140 |
| Fixed fee | | $19,500 | |
The insurance agency owner
S corporation, $900k net profit, age 50, $450k payroll, 2 children.
Tax today$202,458
Tax saved$45,738
Net cash$17,138
Costs + fixed fee$28,600
To your accounts$139,784
Lean plan net−$6,378
See every strategy
| Strategy | Saved | Cost | Net |
|---|
| Raise salary to a defensible $200,000 (compliance fix) (compliance fix)Rev. Rul. 59-221 | −$14,473 | $0 | −$14,473 |
| Accountable plan, $9,000IRC 62(a)(2)(A) | $2,520 | $0 | $2,520 |
| Augusta rule, 14 days at $1,000IRC 280A(g) | $3,920 | $500 | $3,420 |
| Donor-advised fund, 3 years of giving, funded with stockIRC 170, 170(e) | $5,839 | $0 | $5,839 |
| Family HSAIRC 223 | $2,632 | $0 | $2,632 |
| Safe-harbor 401(k): owner deferral, 4% to staff (dropped: costs more than it saves)IRC 401(k)(12) | $13,354 | $15,100 | −$1,746 |
| Cash balance pensionIRC 401(a), 412; 401(b)(2) | $42,782 | $19,100 | $23,682 |
| Fixed fee | | $9,000 | |
The physical therapy group owner
S corporation, $900k net profit, age 47, $1,100k payroll, 2 children.
Tax today$267,805
Tax saved$72,426
Net cash$20,126
Costs + fixed fee$52,300
To your accounts$114,957
Lean plan net$8,255
See every strategy
| Strategy | Saved | Cost | Net |
|---|
| Salary reset to $220,000Rev. Rul. 59-221 | $709 | $0 | $709 |
| Accountable plan, $9,000IRC 62(a)(2)(A) | $3,330 | $0 | $3,330 |
| Augusta rule, 14 days at $1,000IRC 280A(g) | $5,180 | $500 | $4,680 |
| Donor-advised fund, 3 years of giving, funded with stockIRC 170, 170(e) | $2,789 | $0 | $2,789 |
| Family HSAIRC 223 | $3,430 | $0 | $3,430 |
| Safe-harbor 401(k): owner deferral, 4% to staff (dropped: costs more than it saves)IRC 401(k)(12) | $21,476 | $33,300 | −$11,824 |
| Cash balance pensionIRC 401(a), 412; 401(b)(2) | $51,623 | $37,300 | $14,323 |
| Fixed fee | | $14,500 | |
The veterinary hospital owner with a building
S corporation, $850k net profit, age 50, $650k payroll, 2 children, owns a $1,400k building.
Tax today$248,596
Tax saved$75,759
Net cash$35,559
Costs + fixed fee$40,200
To your accounts$139,784
Building lever$103,959
See every strategy
| Strategy | Saved | Cost | Net |
|---|
| Salary reset to $200,000Rev. Rul. 59-221 | $473 | $0 | $473 |
| Accountable plan, $9,000IRC 62(a)(2)(A) | $3,330 | $0 | $3,330 |
| Augusta rule, 14 days at $1,000IRC 280A(g) | $5,115 | $500 | $4,615 |
| Donor-advised fund, 3 years of giving, funded with stockIRC 170, 170(e) | $3,434 | $0 | $3,434 |
| Family HSAIRC 223 | $3,078 | $0 | $3,078 |
| Safe-harbor 401(k): owner deferral, 4% to staff (dropped: costs more than it saves)IRC 401(k)(12) | $15,899 | $20,700 | −$4,801 |
| Cash balance pensionIRC 401(a), 412; 401(b)(2) | $54,780 | $24,700 | $30,080 |
| Fixed fee | | $15,000 | |
The HVAC company owner who owns the shop
S corporation, $1,100k net profit, age 49, $1,800k payroll, 2 children, owns a $1,200k building.
Tax today$275,084
Tax saved$16,378
Net cash$10,878
Costs + fixed fee$5,500
To your accounts$8,750
Building lever$84,566
See every strategy
| Strategy | Saved | Cost | Net |
|---|
| Accountable plan, $9,000IRC 62(a)(2)(A) | $2,664 | $0 | $2,664 |
| Augusta rule, 14 days at $1,000IRC 280A(g) | $4,144 | $500 | $3,644 |
| Donor-advised fund, 3 years of giving, funded with stockIRC 170, 170(e) | $5,485 | $0 | $5,485 |
| Family HSAIRC 223 | $2,605 | $0 | $2,605 |
| Safe-harbor 401(k): owner deferral, 4% to staff (dropped: costs more than it saves)IRC 401(k)(12) | $24,782 | $52,900 | −$28,118 |
| Cash balance pension (dropped: costs more than it saves)IRC 401(a), 412; 401(b)(2) | $44,488 | $56,900 | −$12,412 |
| Fixed fee | | $5,000 | |
The roofing contractor with a big storm year
Sole owner on Schedule C, $1,400k net profit, age 46, $1,200k payroll, 2 children.
Tax today$387,856
Tax saved$86,489
Net cash$25,389
Costs + fixed fee$61,100
To your accounts$129,440
Lean plan net$22,733
See every strategy
| Strategy | Saved | Cost | Net |
|---|
| S corporation election, salary $250,000IRC 1362; Rev. Rul. 59-221 | $18,492 | $3,000 | $15,492 |
| Accountable plan, $9,000IRC 62(a)(2)(A) | $2,664 | $0 | $2,664 |
| Augusta rule, 14 days at $1,000IRC 280A(g) | $4,144 | $500 | $3,644 |
| Donor-advised fund, 3 years of giving, funded with stockIRC 170, 170(e) | $4,983 | $0 | $4,983 |
| Family HSAIRC 223 | $2,605 | $0 | $2,605 |
| Safe-harbor 401(k): owner deferral, 4% to staff (dropped: costs more than it saves)IRC 401(k)(12) | $19,857 | $36,100 | −$16,243 |
| Cash balance pensionIRC 401(a), 412; 401(b)(2) | $47,875 | $40,100 | $7,775 |
| Fixed fee | | $17,500 | |
The trucking company owner with a terminal
Sole owner on Schedule C, $800k net profit, age 52, $1,300k payroll, 2 children, owns a $1,500k building.
Tax today$195,022
Tax saved$66,404
Net cash$6,504
Costs + fixed fee$59,900
To your accounts$126,681
Building lever$74,500
See every strategy
| Strategy | Saved | Cost | Net |
|---|
| S corporation election, salary $180,000IRC 1362; Rev. Rul. 59-221 | $8,046 | $3,000 | $5,046 |
| Accountable plan, $9,000IRC 62(a)(2)(A) | $2,520 | $0 | $2,520 |
| Augusta rule, 14 days at $1,000IRC 280A(g) | $3,920 | $500 | $3,420 |
| Donor-advised fund, 3 years of giving, funded with stockIRC 170, 170(e) | $1,418 | $0 | $1,418 |
| Family HSAIRC 223 | $2,465 | $0 | $2,465 |
| Safe-harbor 401(k): owner deferral, 4% to staff (dropped: costs more than it saves)IRC 401(k)(12) | $19,578 | $38,900 | −$19,322 |
| Cash balance pensionIRC 401(a), 412; 401(b)(2) | $43,831 | $42,900 | $931 |
| Fixed fee | | $13,500 | |
The engineering firm with research credits
S corporation, $900k net profit, age 54, $1,600k payroll, 1 child, $400k of qualified research.
Tax today$221,679
Tax saved$103,147
Net cash$18,847
Costs + fixed fee$84,300
To your accounts$172,543
Lean plan net$16,712
See every strategy
| Strategy | Saved | Cost | Net |
|---|
| Accountable plan, $9,000IRC 62(a)(2)(A) | $2,520 | $0 | $2,520 |
| Augusta rule, 14 days at $1,000IRC 280A(g) | $3,920 | $500 | $3,420 |
| Donor-advised fund, 3 years of giving, funded with stockIRC 170, 170(e) | $6,092 | $0 | $6,092 |
| R&D credit on $400k of qualified researchIRC 41, 280C(c) | $22,000 | $12,000 | $10,000 |
| Family HSAIRC 223 | $2,632 | $0 | $2,632 |
| Safe-harbor 401(k): owner deferral, 4% to staff (dropped: costs more than it saves)IRC 401(k)(12) | $22,193 | $47,300 | −$25,107 |
| Cash balance pensionIRC 401(a), 412; 401(b)(2) | $60,243 | $51,300 | $8,943 |
| Fixed fee | | $20,500 | |
Illustrative composites of high-earning owners in each profession, not clients, and not a promise of any result. Federal income and payroll tax only, married filing jointly, 2026 law; owners in states with an income tax save more. The building lever is a one-time timing benefit from cost segregation. "Moved to your accounts" is retirement and HSA money that stays yours. "Net cash" is tax saved minus strategy costs and the fixed fee. Fees are fixed and quoted before work begins; they never depend on the result. Prepared by Ebot Mbi, CPA, EA, ebotCPA PLLC, Irving, Texas.
