Pays Less Taxes What happens on the free 30-minute call
In 30 minutes we look at your last return and your business, and show you which legal ways to pay less tax fit you, and about what each is worth.
See open times.What we cover.
Read this part
We go through the same list as the rest of this site, using your own numbers.
- Your tax setup, and whether an S corp election would help.
- How you pay yourself now, and what a fair salary would be.
- A retirement plan and an HSA, and how much room you have for 2026.
- Deductions you may be missing: a home office, an accountable plan, business miles, family wages and equipment write-offs.
- Credits you may qualify for.
- What can still happen before December 31, and what can wait until you file.
What you leave with.
Read this part
A short list of the moves that fit you, a rough dollar figure on each one, and the next step for each.
If you'd like help putting them in place, we send a letter that lists the work and the fee. Work starts once you sign it.
Before you join.
Read this part
Have last year's return nearby, and your profit and loss for this year so far. If you have an S corp, bring the payroll report too.
Missing something on the list? Join the call anyway. We'll tell you which one to find first.
Three made-up examples of what owners hear.
Read this part
Every call is different, but these are typical.
- A sole owner with $120,000 of steady profit hears that an S corp with a fair salary could lower self-employment tax by several thousand dollars a year, and what it would cost to run.
- An S corp owner with no retirement plan hears that a Solo 401(k) could take up to $24,500 from salary plus 25% of pay from the company, and what that would do to this year's tax.
- An owner who works from a spare room and pays business miles personally hears how an accountable plan can repay both from the company, with no income tax on the repayment.
If your setup already fits you well, you'll hear that too, along with the one or two smaller moves still open.
Questions owners ask about the call.
Read this part
Is it really free? Yes. The call is free, and booking it doesn't sign you up for anything.
What if I need more than 30 minutes? We set a second time. Some owners like to bring their books on the second call.
Can my spouse or bookkeeper join? Yes. Anyone who helps with the business money is welcome.
Do I need to know which moves I want? No. Most owners come with a question like why the bill is so high. We go through the list with you and point out the moves that fit.