Your CPA files your return. They don't plan it.
In one 30-minute call, see which legal, codified tax strategies apply to your position and what each one is worth in dollars. If Steve can't show you at least 2x his fee in savings, he won't take you on as a client.
Book my 30-minute Tax Position Review 5 quick questions. If you qualify, you book straight onto Steve's calendar.Check you qualify before you book
This is for you if
- ✓You earn $500k+ in W-2 income
- ✓You are a real estate investor
- ✓You are spending over $100k in federal taxes
- ✓You are a business owner doing $500k+
- ✓You expect a high future tax bill through property
- ✓You are expecting a tax bill through RSUs or stock options
This is not for you if
- ✕Your tax bill is $50k or less
- ✕You make under $250k in W-2 income
Start here: 5 questions
Step 1: answer the questions below. Step 2: if your numbers clear the threshold, pick a time directly on Steve's calendar.
You did everything right. The bill still arrived.
Your accountant filed on time, filed accurately, and kept you compliant. But compliance is a rear-view mirror. By the time your return is prepared, every decision that could have changed the number was made months ago.
Filing and planning are two different jobs. You're only paying for one of them.
Find out what my tax position is costing meThe Six-Figure Tax Offset Blueprint
Not a loophole, not a secret. A three-stage process that puts a dollar figure on every strategy that legally applies to your position.
The Position Audit
Your returns, entity structure, income composition and asset location, reviewed to establish exactly what you're paying and why.
The Strategy Stack
Only the strategies that legally apply to you, each with a dollar impact and an implementation deadline. Nothing generic, nothing aggressive.
The Integration
The stack is aligned with your investment and estate plan, so a saving this year doesn't become a liability later.
"If I can't show you at least 2x my fee in legal tax savings, I won't take you on as a client."Steve Boeckmann, CFP, TPCP, Founder of BW Tax Strategies
That isn't a sales line, it's a screening rule. By the time you're deciding whether to engage, the decision is arithmetic. Worst case, you've spent 30 minutes and gained a second opinion.
See if my numbers clear the standard If they don't, Steve tells you plainly and you both move on.You keep your CPA
This sits alongside your filing relationship. It doesn't replace it. Take the analysis to your accountant and let them check it.
Legal, codified, defensible
You'll see the code section behind every strategy. If it can't be defended if examined, Steve doesn't use it.
No junior handoffs
The person running your analysis is the person you speak to on the call. One advisor, accountable by name.
Every week you wait, options close
Most current-year strategies need weeks of lead time and die on December 31st. Five questions tells you whether there's anything in your position worth doing.
Book my 30-minute Tax Position Review No obligation, no engagement, no fee until the numbers justify it.