Tax Hive Transparency & Disclosures
We are committed to transparency in everything we do — from the results we report to how we present our clients' experiences. This page includes all relevant disclosures regarding our tax-saving data, client testimonials, and guarantees.
Tax Savings Data
Tax Hive offers two free self-assessment tools — the Business Optimization Blueprint and the Tax Slasher Playbook — along with our premium Strategic Tax Plan. The following section explains each product and summarizes results across our client base.
Business Optimization Blueprint & Tax Slasher Playbook
The Business Optimization Blueprint and Tax Slasher Playbook are limited self-assessments designed to help you identify potential tax deductions you may be missing. Each assessment is customized based on your self-reported answers to a series of tax-related questions, and its automated responses are formulated and reviewed by licensed accounting and legal professionals.
These tools identify only potential missing tax deductions — they do not identify tax credits or overall tax savings. A tax deduction is not a dollar-for-dollar tax savings figure. It is an amount subtracted from your taxable income, lowering the taxes you owe. For example, at a 15% tax rate, a $200 deduction results in a $30 reduction in your tax bill.
Because circumstances vary significantly among taxpayers, we recommend consulting a competent financial, accounting, or legal professional before making any final decisions.
2022 Results
| Year | Blueprints | Missing Potential Tax Deductions (Average) |
|---|---|---|
| 2022 | 25,052 | $64,224 |
Strategic Tax Plan
Our premium Strategic Tax Plans are comprehensive roadmaps to maximize overall tax savings. Unlike basic bookkeeping or tax filing, our plans offer a proactive strategy tailored to your specific situation.
Our technology and team of experts evaluate thousands of tax strategy combinations using your information and prior tax returns, comparing them against federal, state, and local tax deductions and credits. The result is a comprehensive plan covering deductions and credits, entity structure optimization, retirement planning, health insurance, asset protection, economic relief programs, exit and capital gains strategies, and more — with references to applicable tax codes, supporting case law, and implementation guidance.
Oct 2024 – Oct 2025 Results
| Revenue Ranges | Estimated Tax Savings (Average) |
|---|---|
| $0 - $160,000 | $25,073 |
| $160,000 - $350,00 | $32,815 |
| $350,00 - $700,000 | $40,249 |
| $700,000 - $1,350,000 | $88,204 |
| $1,350,000 - $3,000,000 | $175,275 |
| $3,000,000 - $8,000,000 | $331,050 |
| $8,000,000 + | $701,912 |
| Total | $77,027 |
| *Disclosure: Figures show average potential tax savings based on self-reported revenues. Results reflect new savings opportunities identified through Tax Hive's analysis and recommendations. Actual outcomes vary by revenue, filing status, prior strategies, and other factors. Savings are not guaranteed. | |
Testimonials & Reviews
Testimonials & Individual Client Results
The testimonials, client stories, and case studies featured on Tax Hive's website, landing pages, advertisements, and videos reflect the experiences and results of specific clients. These clients volunteered to share their experiences and were not compensated for their testimonials.
Tax savings opportunities vary significantly based on each business's unique circumstances. The amount of savings identified for any given client depends on a wide range of factors that vary from business to business, and what one client experiences may not be representative of what another will. Because no two businesses are alike, there is no representative "typical" result, and no specific outcome should be inferred or expected from the experiences shared here.
Tax Hive encourages prospective clients to ask questions and engage directly with a Tax Hive representative to better understand the savings opportunities available for their specific circumstances.
Third-Party Reviews
Tax Hive may display reviews submitted through third-party platforms, including Google. These reviews are independent submissions, not controlled or materially altered by Tax Hive, and reflect clients' individual experiences and opinions.
Tax Hive does not compensate clients for third-party reviews, nor does it offer incentives based on review sentiment. It does not pay or incentivize clients to remove or modify reviews, regardless of their content. We believe an honest account of a client's experience — positive or otherwise — is the most valuable feedback we can receive.
Guarantees
Strategic Tax Plan Guarantee
Tax Hive offers a tiered savings guarantee based on your business's annual revenue. The tier you qualify for is determined at enrollment. All guarantees apply to savings opportunities identified in your written tax plan — not to actual tax savings realized.
Universal eligibility requirements:
- Complete all required questionnaires.
- Submit all requested documentation within 14 days of the request.
- Schedule and attend all required tax plan review and strategy sessions.
- Businesses in the $3,000,000+ tier must additionally have a current tax liability of at least $250,000.
Guarantee Tiers by Annual Revenue
| Annual Revenue | Guarantee |
|---|---|
| Under $50,000 | Not eligible for a guarantee. |
| $50,000 – $100,000 | Full refund if identified savings do not meet or exceed the price of the plan. |
| $100,000 – $3,000,000 | Full refund if identified savings do not reach twice the price of the plan. |
| $3,000,000+ | Full refund if identified savings do not reach $100,000. Requires a current tax liability of at least $250,000. |
Blueprint & Playbook — $10,000 Deduction Guarantee
Tax Hive's free Business Optimization Blueprint and Tax Slasher Playbook each carry a separate guarantee. We guarantee that completing either assessment will identify at least $10,000 in missing or potential business tax deductions you are not currently claiming. If this threshold is not met and all conditions below are satisfied, we will deliver one Amazon® e-Gift Card valued at $100.
To qualify, you must:
- Complete a strategy session with a Tax Hive representative.
- Complete the assessment questionnaire.
- Have annual business revenues of at least $25,000.
The calculation uses the information you provide about your current or former tax practices. This offer is valid for U.S. citizens and void where prohibited by law. To submit a claim, email help@taxhive.com. Offer expires December 31, 2026.