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Would you like me to help you save 10,000 in Taxes...for FREE?

Dear Business Owner,


I’m looking for a “dream” client that I can work with to save 10,000 in Taxes.


If you’re that client, I will personally work with you one-on-one to develop a tax plan to save 10,000 in the next 12 months.

You pay nothing out of pocket, ever, for this one-on-one call and the plan we develop

There’s no charge for this and it only takes about an hour for us to do together.


I’ll even do most of the heavy lifting for you... telling you how to save 10,000 in taxes, how to never have to worry about the IRS, and how to do it every year going forward as well.

At the end of this initial planning session one of these three things will happen:


  1. You love the plan and decide to implement it on your own. If this is the case, I’ll wish you the best of luck and ask that you keep in touch with me to let me know how you’re doing.
  2. You love the plan and ask to become my client so I can personally help you execute, maximize, and profit from it ASAP. If that’s the case, we’ll knock it out of the park... And that’s a promise. I've never had an unhappy client.
  3. In the unlikely and unprecedented event that you feel like you wasted your time on the call with me and you got no value out of the plan we developed together, I will Send you a certified check for $250.00. No questions asked. Your time is your most valuable asset you have, and I respect that.

It really is that simple and there’s no catch.


Think about this:


The “worst” that can happen is You get a $250.00 certified check for “wasting” about an hour of your time.


The best that can happen is we work together one-on-one to save 10,000 in Taxes.

That’s why this is the closest thing to GUARANTEED RESULTS you’ll ever see

Here’s How It’ll Work

First, we get on Zoom one-on-one and show you how to save 10,000 in taxes.


You need to make sure I'm a real person and you trust me to create a customize tax plan for you.


Once we have this covered, I help you create a customized tax plan.


There are a number of ways I might do this for you:

  1. I will ask you questions to uncover opportunities
  2. review prior returns 3) show you strategies from my other tax clients.


And if you're ambitious, I can show you a way to do it every year going forward.


I'm not in this to show you how to do it once. I would love to show you how to do it every year going forward.


And like I said, there’s no charge for this.

So Why Would I Offer It?

Two reasons:


First of all, I enjoy it. There is almost no better feeling in the world than seeing the look on a clients face when they save 10,000 in taxes. (There are a few better feelings... holding your baby for the first time, holding your loved one in your arms... but not many... : )


Helping Business Owners save 10,000 in taxes is type of thing I do best, and it makes me very, very happy to see someone achieve business success (and all that comes with it) as a result of the help I give them.


Second of all, it’s how I attract top-level clients.


Here’s how that works:


Assuming you’re happy with the a tax plan we build together on Zoom and you want more one-one-one help, you’ll probably want to continue working together long term so I can help you implement them.


If this is the case, I might invite you to become one of my clients.


My “fees" range is $159.00 - $379.00 per month (depending on the scope of your needs)... but if you think about it, it really doesn’t “cost” you anything.




Because I expect you to be well on your way to reduce Your tax bill within the first 30 days... and if we keep working together over the next 12 months, I’m confident you will save 10,000 in Taxes...beyond what you may believe is possible.


Actually, I can give you a strategy to reducing Your tax bill and an outline for saving 10,000 in taxes during our first conversation - which is free!


So tell me the truth: isn't that worth far more than I charge?


Plus, you’ll see the value by the time end our call together - all without ever spending a dime.


And look:


If you don’t want to become a client, don’t worry about it. You won’t get any sales pitch or pressure from me of any kind, ever.


In fact, here’s my "EPIC PROMISE" to you:

You will find our conversation to be incredibly valuable OR I'll Send you a certified check for $250.00 to compensate you for your time

Now, obviously this is an amazing offer which you’ll probably never see from any other "CPA guru" in the world.


Think about it.


I’m personally generating a Tax plan specifically tailored to your needs - up front - for free - and then letting you pay me later if (and only if) you decide to work together long term.


Plus, I’m taking it one BOLD step further by guaranteeing you’ll find our call immensely valuable - or I’ll Send you a certified check for $250.00 just for wasting your time.


Just tell me, and it’s yours. No questions asked.

Who Else Would Do That?

NOBODY. (I checked).


But I’m happy to put it on the line like this because I pride myself as one of the top CPAs out there...and my business clients always get great results.




What I will teach you works, and I know that if we work together, you'll save 10,000 in Taxes.


Consider this:


Certified Public Accountant.


And that experience is backed up by real-world results:

I'm a believer. I was skeptical at first, but seeing over the last ten years how Will has help us structure our business to be tax efficient at this point I have lost count. We have implemented the medical expense reimbursement plan, defined benefit plans as well as yearly proactive planning. We have saved thousands over the years. Thanks Will

Albert Wei

I did not really understand how the tax code works. I was unaware that I was overpaying my taxes by operating my business as an S-Corp. Changing my entity from and S-Corp to a C-Corp has saves me over 20k per year.

Maria Sblendorio

Will has helped me receive ERC Credits of 15,375 for my S-Corp. I'm so grateful for his proactive advice.

Michelle Pelage

Anyway - as you can imagine, I’ll get a LOT of interest.


And that’s why I need you to read this next part carefully...

This Is NOT For Everybody. Here’s Who I CAN Help...

I’m VERY picky about who I’ll speak with and I’ve got a strict (but reasonable) set of criteria that needs to be met in order for us to proceed.


Here it is:

  1. You have to be a business owner for at least 3 years. This is not for startups. We get results for business owners that have been operating for at 3 years.  No funny business, please.
  2. You must be a US based business and generate at least 750k in annual sales.  Our strategies are based upon the US Tax Code. We do not have expertise in foreign entities.
  3. You must ALSO pay at least 50k in taxes per year.  There are some business owners that should have taxable income and don't pay taxes. We are not into tax loopholes. We create strategies that adhere to the tax code..


Oh, one more thing:


You MUST follow directions. (Don’t worry, I won’t ask you to do anything weird.)


After all, if you don’t actually implement the stuff I give you, neither one of us will benefit.


That’s it! Those are all my requirements.

Here’s What I Want You To Do Next.

If you meet this criteria and would like to talk to me personally about getting you incredible results, then we should talk.


Here’s how the process works:


First, you'll need to book an introduction call with me. A quick 20 minute zoom call to make sure we are a good fit for each other.


If we decide to move forward, you’ll need to fill in an application. Don’t worry, it’s simple.


I just need to know where you're currently at with your Tax progress, get an idea of what you want to accomplish, and so forth.


I’m also going to ask for a “real person” deposit of $99.00.


Don’t worry, I could care less about your $99.00.


I’m just using it as a filter to keep the “tire-kickers” at bay.


I’ll give it back right after we review your tax plan (unless I take you as a client - and in that case, I can apply it to your balance.)

Here’s What Will Happen After That

Our initial call will be 20 Minutes.


Once I have your "real person" deposit and your application, I'll create your customized tax plan.


This is where we really begin working to figure out exactly what you can save... and how to make it happen.


I’ll painstakingly review your returns, your goals, what's working now and what needs to immediately change, and so forth... and I’ll deliver a long-term plan to help you save 10,000 in Taxes within 12 months or less.


Our review call will be 40 Minutes


Then, if you see the value in becoming a private client, great! We can talk about it.


And if you don’t want to become a client - that’s OK too. I’ll return your deposit as soon as we hang up. No biggie.


And if you tell me I’ve wasted your time, I’ll send you a $250.00 certified check.


So you literally can’t lose.


(By the way - I’ve never had anyone feel like their time was wasted. EVER. That’s why I can make this offer. I DELIVER. Would anyone else take such a risk?)

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This opportunity is extremely limited because of the intense one-on-one time needed in order to provide you with results.


Therefore, it is physically impossible for me to work with more than a handful of people.


Also, you should realize there’s a very large demand for personal one-on-one help from me, and what I’m offering to you is unprecedented.


So with that said, know that the window of opportunity won’t be open long.


If you feel like this is right for you, click the button below, book your 20 minute introductory call and let's explore what's possible.