Stop Looking Backward. Start Reducing Your Tax Bill Proactively
If you were surprised by what you owe, you are likely overpaying. We identify missed savings your CPA overlooked—and you pay us nothing for the evaluation unless we find you money.
$0 Upfront Cost • 100% Risk-Free Initial Plan
Why "Good" Business Owners Get Bad Tax Bills
You work hard to grow your revenue. But when tax season arrives, that success feels like a punishment.
The Surprise:
You get hit with a bill you didn't budget for.
The Doubt:
You wonder, "Is there something my CPA missed?"
The Reality:
Traditional tax preparers look backward at history. They record what happened. They don't plan for what could be kept by you.
We Flip the Risk on Your Initial Plan
At Trucess Tax Advisory, we don't charge hourly fees to speculate about whether we can help you.
We conduct a comprehensive Tax Savings Evaluation. If we identify meaningful savings—like missed deductions or entity optimizations—our fee for the Initial Tax Plan is simply a percentage of the savings we identified.
If we don’t create value
you don’t pay.
Expertise That Goes Beyond Standard Tax Prep
- Most accountants are historians. Scott Blackley is a strategist.
- Most tax professionals focus on reporting the past. We focus on preventing unnecessary taxes going forward.
- As an Enrolled Agent—the highest credential awarded by the IRS—Scott brings a rare combination of advanced tax strategy and financial planning experience.
- We use professional-grade tax planning software to identify specific, actionable strategies—such as entity elections, compensation structuring, and applicable credits—that generalist CPAs often don’t evaluate or simply, miss.
- Most importantly, we align your tax strategy with your broader wealth, cash-flow, and retirement goals, not just this year’s return.
Step 1:
The Discovery
We review your last two or three years of tax returns and current financials in a Complimentary Strategy Session to understand how your business is structured today.
Step 2:
The Hunt
We analyze your data to find "tax leakage"—dollars leaving your business unnecessarily due to missed planning or structural inefficiencies.
Step 3:
The Results & Roadmap
You receive a written tax plan outlining specific strategies and estimated dollar impacts. You pay a portion of the savings identified for the initial plan. From there, you may implement the strategies yourself or partner with us for ongoing advisory support to ensure those strategies are implemented correctly and the projected savings are actually retained—not just modeled.
Frequently Asked Questions
This sounds too good to be true. What's the catch?
- There is no catch, but there is a clear process. We take the risk upfront to prove our value. Once we’ve demonstrated value in your Initial Tax Plan, we invite qualified clients to join our Ongoing Advisory (for a flat recurring fee) to help implement and monitor those strategies year-round.
I already have a CPA. Do I need to fire them?
- No, we are strategic tax planners NOT just tax return preparers. In many cases, we can work alongside your existing CPA to implement the strategies we find identify.
What if you don't find any savings?
Then you pay $0. You receive a professional review confirming that your current structure and strategies are already optimized.
Is this aggressive or risky?
- No, we focus exclusively on legal, ethical, and well-established strategies rooted in the tax code—maximizing deductions, credits, and planning opportunities that Congress intentionally made available to business owners deductions and credits that Congress intended for business owners to use.