Strategies that may fit you
Based on your answers, here are several strategies worth a closer look, starting with your top goal.
How the strategy finder works
The finder matches your answers to the 46 strategies we explain on this site: structure strategies like the S corp election and the Oklahoma PTE election, retirement plans like the Solo 401(k) and cash balance plan, family strategies like hiring your children and 529 superfunding, real estate strategies like cost segregation and 1031 exchanges, and exit and estate strategies like Section 1202 and lifetime gifts. It runs entirely in your browser; we don’t see or store your answers.
Is the strategy finder tax advice?
No. It’s an educational starting point based on a few general answers. Whether a strategy fits depends on your full situation, which is what we review in a free tax analysis.
Why don’t I see every strategy?
The finder shows the strategies most likely to matter based on your answers and your top goal. You can browse all 46 strategies on our Tax Strategies page.
What happens in a free tax analysis?
We look at where you stand today, then show you the strategies that fit your business and your goals, with your real numbers. Every recommendation is reviewed by your tax strategist.