Finally, a tax-slashing roadmap for your business…

In just three easy steps, our tax mitigating technology and experts will reveal money-saving hacks your business is missing.

Kevin O'Leary Video
Step Number 1
Simply complete a questionnaire and upload last year’s tax returns to our easy-to-use tax planning platform.
Step Number 2
Using tax-slashing technology and our tax experts, we analyze your personal business situation and identify how to optimize your business for taxes.
Step Number 3
Attend a planning session with one of our tax professionals. Based on the industry and complexity of your business, you get a personalized 25+ page tactical plan with step-by-step initiatives to help you keep more money in your business.

How much money could a 25+ page customized business tax plan add to my bottom line?

Tax Saving Chart
Do the work

Let the tax-slashing plan do all the work for you.

Any accountant qualified to “do taxes” can file for you, but smart business owners recognize that they can only achieve their highest tax mitigation goals with a well-crafted, professional tax plan that’s as personalized and unique as their business is. After our technology explores the 1,400+ potential federal, state, and local deductions to create your plan, it will be thoroughly reviewed by our tax experts and then presented to you.

Get ongoing support to implement your plan.

Regular training and support is key to getting results for your business.

Our “Ask a Pro” series of virtual events offer the opportunity to ask specific questions regarding your unique situation and also learn from other like-minded business owners.

We also archive all of our trainings for your full access 24/7. Watch where you want when it’s convenient for your busy schedule.

For certain revenue size companies, a quarterly call with a tax advisor is also available.

Implement Your Plan
Do the taxes

After I get my plan, can Tax Hive do the taxes for me?

Clients who have completed a tax plan with us are also eligible for reduced pricing on tax preparation services. Click here for pricing details on tax preparation.

Unfortunately, not all accountants are created equal. You need a plan, but you also need experts that can execute it with you. It’s more than just checking the right boxes on a form. We’ll help you make significant adjustments to your business so you can take full advantage of your plan. Have a CPA or tax prep firm you already like? No problem. Simply take our plan to them to implement on your behalf.

How Much Will it Cost

How much will it cost me if I don’t plan?

The old adage is true: “If you fail to plan, you plan to fail.” Just imagine the compounded, year-over-year savings you could have when you work with Tax Hive. Can you afford to miss out on substantial savings?

How does our tax plan help maximize your overall tax strategy?

Our tax plan employs the four pillars—maximized deductions, strategic credits, tax gaps, and dynasty strategies—to comprehensively enhance your tax strategy.

By meticulously applying these pillars, we do our best to ensure that your financial landscape is aligned for optimal tax savings now and strategic wealth preservation for the future.

How Much Will it Cost
Guarantee

Win-Win Guarantee!

Our plan works, and we’ll prove it to you! We’re so sure you’re going to love your tax-saving plan that we’ll refund up to 100% of the plan’s cost if we don’t find savings at least equal to the purchase price of the plan. † Conditions apply.

Here’s a sample snapshot of a strategic plan

Your report will be 25+ pages (with all of the actionable details) so what follows are just a few highlights.

Table of Contents
Sample plan. Individual results vary.

Thousands of Tax Planning Strategy Combinations

Our technology and team of experts consider over 1,400 federal, state, and local deductions as they review your unique situation. We find the most effective tax planning strategies for maximizing deductions, legal entity structures, retirement planning, insurance and asset protection, economic relief programs like the CARES Act, exit and capital gains, and other advanced strategies.

Overall tax savings

Our strategic roadmap to slash tax expense starts with the end in mind. At the top of the up to 25+ page report you’ll find your estimated tax savings for the current year as well as the projected savings for the following year all based on the assumptions you’ve given us.

Overall Tax Savings
Sample plan. Individual results vary.
Recommendations
Sample plan. Individual results vary.

Tax Planning
Recommendations

Tax laws are ever-changing, so that’s why our team regularly updates our technology with the latest opportunities to reduce business tax.

We’ll identify strategies you’re missing, including the nuances for different entity structures, and what we recommend you do to put more money back into your business.

Estimated Retirement Savings

You’re probably not thinking about retirement yet, but it’s on the horizon somewhere, right? So that’s why we highlight what it would look like if you took your new tax savings and invested it every month toward retirement.

Retirement
Sample plan. Individual results vary.
Next Steps
Sample plan. Individual results vary.

Next Steps—Take Action

A plan is only as good as its implementation. We provide the details you need in your 25+ page report for a willing and competent tax expert to make your new tax savings a reality.

However, please note: many accountants are either not willing or not proficient enough to put this comprehensive plan into action. At Tax Hive, we can make your plan a reality.

Updating Your Plan is Important

Just as your business is ever changing, so should your tax plan of action be periodically updated. We are here to help! Annual tax plan updates can help you increase your tax savings. Please ask us about our reduced pricing for returning clients. For new client plan pricing click here.

Frequently asked questions

Why hasn’t my current accountant created a business tax savings plan for me?
We can’t speak for your accountant, but we find that many accountants are not qualified to create a comprehensive plan, they lack the time or staff to accomplish all that is necessary to take full advantage of a comprehensive plan or they are simply unaware they are not optimizing their clients’ businesses for tax savings (maybe ask them).
How much can I expect to save in taxes when I get a plan?
Because everyone’s situation is unique, we can’t promise you specific savings until reviewing your situation. However, the following graph can give you an idea of potential savings based on your annual business revenue.
Tax Saving Chart
Do I need an updated plan each year?
Because you, your business, and the tax code are constantly evolving and changing, we recommend you update your plan every year. Ask your account executive about discounted rates on updated plans.
Can I get a plan to see if my accountant is doing everything right?
Of course, we encourage it. Some of our clients simply want a “second opinion” to confirm their accountant, friend, or family member isn’t missing anything.
What if I have questions about getting a tax-slashing plan?
We have a dedicated Account Executive Team that’s ready to help answer your questions. Call or email us and we’ll be happy to answer all your questions.
What happens if I do not provide Tax Hive with all of the information they have requested to complete my tax plan?
If we do not receive everything requested to complete your plan, our team will still build the plan based on the information you have provided (plus use our past experience with similar size businesses). You will then have six months to get us your complete information, at which point our team will be happy to update your plan.

* Visit Tax Savings Transparency for more information regarding our blueprints, tax plans and related data.

† Guarantee conditions: (i) 100% refund if your plan doesn’t identify at least double the price of the plan for businesses 100k+ in revenues; (ii) 100% refund if your plan doesn’t identify at least the price of the plan for businesses $50-100k in revenues; (iii) businesses with less than $50k in revenues are not eligible; (iv) must complete questionnaire and provide documents within 14 days of request; and (v) schedule and keep tax plan review and strategy sessions.