THE KEEP MORE PROTOCOL™
Filing Is Compliance.
Strategy Is Wealth Preservation.
There’s a difference.
Your CPA files accurately. Your books are spotless.
Everything is IRS-compliant and handled.
But compliance is not optimization.
And here's what that means:
The entity structure you set up three years ago?
It was perfect for $300K in revenue.
At $1.2M? It's bleeding cash.
The "maximum" retirement contributions?
There are vehicles that let you defer 10x that amount.
The deductions you're claiming?
They're accurate, they're just not optimized.
This isn't about your CPA doing anything wrong.
They're doing exactly what they're trained for: compliance and filing.
But strategic restructuring? Proactive optimization? Wealth engineering?
That's a completely different discipline.
Most business owners don't know there's a difference between the two.
That is until they see what they've been leaving on the table.
⏰ 67 days until year-end tax strategies expire | 9 strategy sessions remaining this week
90 days left to implement
2025 savings moves
Built by Tax Strategists,
Not CPAs
$5M+ in documented client tax savings last year
Trusted by 200+ Business Owners
Who've Recovered $4.7M+ From the IRS
I Thought Filing Meant Planning. It Doesn't.
"I wasn't angry at my CPA—he's great at compliance. I was angry that nobody told me there was a difference between filing taxes and designing tax strategy. The first strategy call revealed $43K in opportunities he'd never mentioned. Not because he was hiding them. Because restructuring entities and optimizing deductions isn't what he was trained to do. That $43K bought me peace of mind and a year of weekends back with my kids."
"I almost didn't take the call because I thought I had everything handled. Thank God I did. They found $67K in year-one savings—and showed me how to defer $240K annually into retirement vehicles I didn't know existed. My CPA told me I was 'maxed out' at $22.5K. I wasn't. Nobody had shown me the other options. That $67K became my daughter's college fund. Fully funded. Zero loans."
"For the first time in 8 years, I knew exactly what my tax bill would be before I filed. No surprises. No panic. No checking my account 10 times a day in March. Just a number I'd planned for in December. That peace of mind alone was worth it. The savings? That let me finally stop working 60-hour weeks and hire the team I needed."
"They restructured my entity and saved me $67K in the first year alone. It's like finding money I didn't know I had." "I'd been running a single S-Corp for five years. Revenue grew from $400K to $1.8M. Structure never changed. Nobody told me I needed to evolve it. Within 90 days of restructuring, I saved $67K. If I'd known this three years ago? That's $200K I donated to the IRS because I didn't know better. $200K that should be compounding in investments right now."
THE PROBLEM
While You Sleep, the IRS Is Calculating. Are You?
Right now, the IRS is already calculating your money. The question is: are you? If you're still filing like everyone else, you've already lost. The IRS doesn't need to outsmart you, they just need you to follow instructions.
But here's what's really happening:
Your CPA Files Backward-Looking Tax Returns
They record the past, not shape the future. By the time they hit "submit," the money's already gone. Your tax return is a history report, not a wealth strategy.
You're Leaving Significant Money on the Table Every Single Year
The IRS doesn't have to take your money, you've been handing it over, willingly, through missed deductions, overlooked credits, and write-offs you never claim because nobody showed you how to document them properly.
While You're Stuck in the Highest Bracket, Others Get to Keep More
Someone in your industry making less than you somehow has better cash flow. They're not smarter. They just structured their income to work for them instead of against them.
By the Time You File, It's Too Late
Most people don't build tax strategies, they file the fallout. By the time they submit, the write-offs are wasted, the opportunities are expired, and another year passes without optimization.
Here's What Makes This Worse:
You've known something was wrong for years. You feel it every April. But you keep hoping this year will be different.
Hope is not a strategy.
Wealth isn't built by looking backward. It's built by engineering outcomes before they happen. Proactive strategy. That's the difference between those who file and those who keep.
Timing. Structure. Strategy.
Exactly what the Keep More Protocol™ was built to deliver before the December 31st deadline.
Right Now, You Have Two Choices:
Keep doing what you've always done and watch another significant amount disappear in April.
Or spend 15 minutes finding out where the bleed is and how to stop it. One costs you nothing. The other costs you everything.
THE SOLUTION
You Don't Need Another CPA. You Need a Tax Strategist.
You don't need someone to count what you earned. You need someone to engineer what you keep.
Bookkeeping keeps score. Strategy changes the game.
And it's not that your CPA isn't good at what they do— they're just doing exactly what they're paid for: ensuring compliance and filing accurately.
At Tailored Tax Solutions, we play the game differently. We don't react to tax season. We rewrite it.
How the Keep More Protocol™ Works
We Design Proactive Income Strategies That Start Before December 31
When you plan ahead, the IRS takes less and your profits finally stay where they belong: with you.
We Restructure Your Income to Lower Your Tax Bracket
You keep more of what you earn by using the same proactive strategies the wealthy use every year to get ahead—and stay there.
We Engineer Entity Structures That Unlock Hidden Advantages
Your business turns into a tax-efficient wealth engine protecting today's income while compounding tomorrow's growth.
We Build Your Personalized Keep More Protocol™ Strategy
No recycled templates. No tax-season theory. A precise, strategist-led roadmap designed to help you keep more this year and every year after.
Your business evolves into a strategic wealth engine, built to minimize taxes, protect cash flow, and compound long-term growth.
But only if you move before the December 31st deadline.
WHY THIS WORKS
The Wealthy Plan Their Taxes. Everyone Else Just Files Them.
The Keep More Protocol™ is NOT tax prep. It's a power shift. A system that puts you in control, so you stop reacting to April 15th and start dictating your tax outcome year-round.
What Makes the Keep More Protocol™ Different:
Traditional CPAs
Record what happened
File your taxes
Work once a year
Minimize liability
The Keep More Protocol™
Engineer what happens next
Design your wealth structure
Work year-round
Maximize what you keep
When traditional CPAs hit "submit," the window to save has already closed.
We open that window before the year even begins.
Here's What This Actually Means:
Same tax code. Same IRS. Same laws.
The only difference?
Tax strategists operate in the design system. They engineer what happens next.
Traditional CPAs operate in the compliance system. They accurately file what happened.
You've been in System #1 (compliance) while the business owners who keep more operate in System #2 (design).
And most business owners don't even know System #2 exists.
Until now.
THE PROBLEM
If You're Still Filing Like Everyone Else, You're Losing.
Real power isn't found in playing along - it's found in rebuilding the system to serve you. But here's what's actually happening:
Problems
Your CPA files backward — looking tax returns
They record the past, not shape the future. Your tax return is a history report, not a wealth strategy.
You’re leaving $10-$50K on the table every year
The IRS doesn't have to take your money — you hand it over, willingly, through missed deductions, overlooked credits, write-offs you never claim.
You’re stuck in the highest tax bracket.
Without strategic repositioning, you’re not being overtaxed by accident—
you’re paying extra because no one ever structured your income to work for you instead of against you.
You wait until it’s too late.
Most people don’t build tax strategies—
they just file the fallout.
By the time they submit, the money’s gone,
the write-offs are wasted,
and the IRS is celebrating another easy win.
Wealth isn’t built by looking backward.
It’s built by engineering outcomes before they happen.
The difference between those who file and those who keep?
Timing. Structure. Strategy.
Exactly what the Keep More Protocol™ was built to deliver.
Solutions
We design proactive income strategies that start before December 31.
When you plan ahead, the IRS takes less—
and your profits finally stay where they belong: with you.
We restructure your income to lower your tax bracket
You keep more of what you earn by using the same proactive strategies the wealthy use every year to get ahead—and stay there.
We engineer entity structures that unlock hidden advantages.
Your business turns into a tax-efficient wealth engine—protecting today’s income while compounding tomorrow’s growth.
We build your personalized Keep More Protocol™ Plan.
We build your custom Keep More Protocol™ Plan—tailored to your income, your goals, your reality. No recycled templates. No tax-season theory. A precise, strategist-led roadmap designed to help you keep more this year.
Your business evolves into a strategic wealth engine—built to minimize taxes, protect cash flow, and compound long-term growth.
YOUR PATHWAY TO KEEPING MORE
Here's Exactly What Happens Next:
STEP 1: Free Strategy Call (15 Minutes)
Investment: $0 | Timeline: This Week
We find the exact spots where your current structure is costing you—and show you how to stop the bleed before another tax season passes.
On this call, you'll discover:
The 3-5 specific places your structure is inefficient
How much you could legally keep (real numbers, not theory)
The #1 move you should make before December 31st
Your best path forward based on your situation
Even if we're not a fit, you'll walk away with clarity worth thousands.
No obligation. No pressure. No sales pitch.
Just 15 minutes that could change your financial future.
STEP 2: Strategic Design (Week 2-3)
Timeline: 1-2 weeks | Investment: Your fees are determined based on complexity.
We build your personalized Keep More Protocol™; entity optimization, income restructuring, proactive tax positioning. Not templates. Not theory. A structure built specifically for your situation.
STEP 3: Implementation (Week 4-8)
Timeline: 2-4 weeks | Execution: Before December 31st
We execute your strategy before year-end so it counts for this tax year. Entity restructuring, documentation systems, deduction protocols, designed, ready to be implemented and executed.
STEP 4: Year-Round Calibration
Timeline: Ongoing quarterly sessions
Tax strategy is not a one-time event. It's ongoing optimization. We work year-round (Q1, Q2, Q3, Q4) so you're always positioned ahead of deadlines, never scrambling in April.
Most Clients Start with the Free Strategy Call.
Because once they see what they've been leaving on the table, the next step becomes obvious.
The business owners who keep more didn't wait. They moved first.
While others are "thinking about it," they're implementing. While others are "researching more options," they're restructuring. While others are hoping next year will be different, they're engineering it to be different.
Why Should I Trust You?
Fair question. Here's what we don't do:
We don't use recycled templates
We don't work with everyone (if we can't save you 3X our fee, we'll tell you)
We don't just file taxes and disappear
We don't make promises we can't keep
Here's what we do:
We've recovered $4.7M+ for clients since inception
We specialize exclusively in high-earner tax strategy
We only take 8 new annual clients per quarter (quality over quantity)
Our average client saves $43K+ in year one
If we can't identify at least 3X savings opportunities, you pay nothing
We don't guess. We solve problems like this every day—with precision.
I Already Have a CPA.
Perfect—keep them. Your CPA files. We strategize. They’re the historian; we’re the architect.
Most clients keep their CPA while we design the strategy.
Is This Legal?
100% yes. Same strategies Fortune 500s use—adapted for your size. IRS-compliant, documented, defensible.
What If I'm Not Making $250K Yet?
The full Protocol is designed for $250K–$2M+, but if you’re at $100K–$250K we’ll set you up correctly now so you’re not paying to fix it later.
What If This Doesn't Work for Me?
The call is zero-risk. We identify opportunities; you decide.
Why the Rush? Why December 31st?
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What If I'm Not Ready to Move Forward?
That’s okay—this is for owners serious about implementation before Dec 31. If that’s you, let’s talk.
How Do I Know This Isn't Just Another Sales Call?
We qualify on one thing: can we save you 3X our fee? If not, we’ll tell you and advise next steps. No hard sell.
Every Day You Wait, the Window Closes
Let me be direct: You're not going to "get to this later."
Later is how you overpaid last year.
Later is how it'll happen again.
Because here's what "later" actually means:
December 31st arrives. The window closes.
Your options disappear. And you're left filing the fallout instead of designing the outcome.
Most tax-saving strategies must be executed before year-end.
After that? You're just documenting what already happened.
⏰ You have 67 days.
Not 67 days to "think about it.
67 days to implement strategies that could fundamentally change your relationship with tax season.
But here's the problem:
Strategy calls are filling (9 slots left this week).
Implementation takes 2–3 weeks minimum.
We only accept 8 new annual clients per quarter.
Do the math.
The business owners who keep more didn't hesitate. They moved first.
While others are "thinking about it," they're implementing. While others are "researching more options," they're restructuring. While others are hoping next year will be different, they're engineering it to be different.
The December 31st deadline doesn't care if you're ready.
The Strategy Call
Fifteen minutes that will change how you see your money forever.
We find the exact spots where the IRS quietly drains your income—and show you how to stop the bleed before another 5-figure check disappears.
The Blueprint
We design your personalized Keep More Blueprint™—a living, breathing wealth strategy that works year-round.
It’s built around your real numbers, your real goals, and your real potential to win this game legally and strategically.
The Execution
Strategy only matters if it moves.
We don’t hand you homework; we walk you through each move until you see the difference—on paper and in your bank account.
WHERE ARE YOU RIGHT NOW?
Not Every Business Owner Needs the Full Keep More Protocol™
If you're doing $100K–$250K:
You probably don't need entity restructuring just yet. But you DO need to claim every deduction you're entitled to, set up retirement vehicles properly, and plan for what's coming.
We can definitely help with that.
If you're doing $250K–$500K:
You're in the danger zone—probably outgrowing your structure, but not yet feeling the full pain. This is the BEST time to optimize before it costs you six figures to fix later.
If you're doing $500K–$2M+:
The full Keep More Protocol™ was built for you. Entity optimization, income restructuring, proactive planning, this is where the five to six-figure annual savings live.
On the free strategy call, we'll tell you exactly what makes sense for YOUR situation, not try to sell you something you don't need.
This Is Your Last Chance to Change the 2025 Outcome
You've read this far because you know something's wrong.
You've felt it every April. That sinking feeling when you see the final number. The quiet frustration when you realize how much just disappeared.
You were right to feel that way.
The system isn't broken—it's working exactly as designed. It's just not working for you.
But here's what changes today:
You stop being the person who hopes for a better outcome. You become the person who engineers it.
What Happens When You Book Your Strategy Call:
1. Choose your time (takes 30 seconds).
2. We review your situation before the call.
3. In 15 minutes, we show you the 3–5 places your structure is costing you.
4. You walk away with real numbers—not theory—of what you could keep.
Even if we're not a fit, you'll have clarity worth thousands.
No hard sell. No obligation. No games.
Just straight answers about what you're actually leaving on the table.
But Here's the Reality:
We have 9 strategy call slots available this week.
After that, you're competing for late-Q4 implementation windows when everyone realizes the deadline is real.
We only accept 8 new annual clients per quarter.
If you wait, you're not just delaying potential savings, you're gambling that we'll still have capacity when you're finally ready.
The December 31st deadline isn't waiting.
Neither is the money you're leaving on the table.
So here's my question:
How much longer are you willing to overpay?
One more year? Three more years? Five?
Every year you wait is another year of potential savings you'll never get back.
Next available slots: This Week Only
Limited Availability:
We work with business owners who are serious about keeping more, whether
you're growing toward $250K or already past $2M.
On the call, we'll tell you exactly what makes sense for your stage.
The Strategy Call
Fifteen minutes that will change how you see your money forever.
We find the exact spots where the IRS quietly drains your income—and show you how to stop the bleed before another 5-figure check disappears.
The Blueprint
We design your personalized Keep More Blueprint™—a living, breathing wealth strategy that works year-round.
It’s built around your real numbers, your real goals, and your real potential to win this game legally and strategically.
The Execution
Strategy only matters if it moves.
We don’t hand you homework; we walk you through each move until you see the difference—on paper and in your bank account.
WHAT’S INSIDE THE KEEP MORE PROTOCOL™
The strategy those in the know use—and now, you can, too
The Keep More Protocol™ isn’t another tax plan, prep service, or fancy spreadsheet.
It’s the system that flips the power dynamic—so you stop reacting to tax season and start directing it.
You’ve worked hard. You’ve paid what you owed.
And still, every April feels like a punishment.
That ends today.
Here’s what happens next:
The Strategy Call
Fifteen minutes that will change how you see your money forever.
We find the exact spots where the IRS quietly drains your income—and show you how to stop the bleed before another 5-figure check disappears.
The Blueprint
We design your personalized Keep More Blueprint™—a living, breathing wealth strategy that works year-round.
It’s built around your real numbers, your real goals, and your real potential to win this game legally and strategically.
Implementation Before 12/31
We help you apply year-end moves that immediately cut your upcoming tax bill.
Future Positioning
Build a proactive long-term plan so you never overpay again.
Your Money. Your Future.
Keep More of Both.
You’ve already paid the price for waiting.
The IRS doesn’t ask for permission—it just takes what it wants.
So, the question isn’t if it’ll happen again
It’s how much longer are you willing to let them decide for you?
This is your chance to flip the script.
The Keep More Protocol™ puts you back in control— to plan before you pay, move money with intention, and finally make the system work for you, not against you.
If you’ve ever looked at your tax bill and thought, “This can’t be right,” you were right.
Now stop waiting for a refund. Start reclaiming what’s yours.
⏰ 67 Days Until Strategies Expire | 9 Sessions Left This Week
Still Have Questions? We're Here.
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