Frequently Asked Questions

  • Who is this program for?

    This program is for small business owners and self-employed individuals looking to PAY LESS and fund college using tax opportunities. This is a great solution for families that don't qualify for financial aid or merit scholarships.

  • What are the qualifications?

    You must have business income (Sole Proprietorship, LLC, S-Corp, C-Corp, Partnership) and pay at least $25,000 annually in federal income taxes.

  • Can I write this off as a business expense?

    Yes, under consulting or professional development.

  • Are there any guarantees?

    Yes. We don't accept anyone unless we know there are significant tax opportunities to take advantage of. If you follow our guidance in this program, you will see the results. The reality is that there is work involved to make this successful. If you follow a diet and exercise regimen, you will lose weight. If you don't...you won't. This program is no different. All strategies are legal and practical for you and your business. We also guarantee that you will PAY MORE, WITHOUT this program.

  • What do you cover in this program?

    This program focuses on paying less and funding college expenses using PAST, PRESENT, & FUTURE Tax Opportunities. Whether it's recovering business tax incentives, reducing current tax liability, or eliminating taxes on future income, there are plenty of ways to get Uncle Sam to finance a portion if not all of your children's college expenses.

  • Am I too early/too late to do this?

    There is no such thing as being too early or too late. Even if your kid has FINISHED college there may be some opportunities available. However, the earlier you are (i.e. your kid's a freshman, sophomore, or junior in high school) the more tax opportunities we can take advantage of.

  • How long does it take?

    Our focus is to help you get results as soon as possible. How long it takes depends on how quickly you can learn and implement the solutions we present. There is a learning curve and some people do take longer than others. Most of our clients start seeing the results within 90 days. If you're open-minded, teachable, and committed... this should be a breeze.

  • How much attention do I get?

    Tons. Because we don't work with a high volume of clients, this gives us the opportunity to, which is why we provide intimate one-on-one guidance. You'll have exclusive to our team of tax specialists that will hold your hand every step of the way.