Your CPA Files Your Taxes. But Who's Looking for What They Missed?
The Fortress Tax Assessment is a comprehensive analysis designed to uncover potential tax-saving opportunities, structural inefficiencies, and strategies your current tax approach may be overlooking.
$2,497 $997
One-time assessment fee
Designed for business owners who want to know whether they are truly paying the lowest amount of tax legally possible.
Most Business Owners Don't Have a Tax Strategy. They Have a Tax Return.
Traditional tax preparation is primarily focused on accurately reporting what already happened. Your CPA may be doing an excellent job preparing and filing your return.
Tax strategy requires proactively reviewing the owner's businesses, income, entities, assets, tax returns, goals, and available strategies before important decisions are made.
The Critical Questions
Most business owners never have someone step back and ask:
What strategies are we not using?
Are these entities structured efficiently?
Are there deductions or elections being overlooked?
Could income be structured differently?
Are there legitimate family tax strategies available?
Are assets unnecessarily exposed?
Is there a better long-term structure for the wealth being created?
That is what the Fortress Tax Assessment is designed to uncover.
How Much Are You Overpaying in Taxes?
For $2,497 $997, Fortress Tax will conduct an in-depth review of your current tax situation and identify potential opportunities that may be available based on your businesses, income, entities, assets, and goals.
$74,500 – $112,000
Illustrative example range. Actual opportunities vary based on individual circumstances.
We Look Beyond the Tax Return.
Nine interconnected areas of your financial structure, reviewed as one coordinated picture — not isolated line items.
Tax Efficiency
Review current tax treatment and identify potential planning opportunities.
Entity Structure
Evaluate how current LLCs, S corporations, corporations, partnerships, or other entities fit into the bigger picture.
Deductions & Elections
Identify deductions, elections, and planning opportunities that may not currently be utilized.
Business Owner Compensation
Review how income and compensation are currently structured.
Family Tax Planning
Identify legitimate planning opportunities involving spouses, children, family employment, or related entities where applicable.
Retirement & Wealth Planning
Identify areas where tax planning and long-term wealth accumulation may work together.
Asset Protection
Identify potential areas of unnecessary exposure within the current structure.
Estate & Legacy Planning
Review whether the owner's current structure supports long-term wealth transfer and legacy goals.
Advanced Business Strategies
Evaluate additional strategies that may become available based on the client's income, business type, assets, and circumstances.
Your Tax Assessment Is More Than a Consultation.
This is a tangible, professional assessment — a written analysis you can hold, reference, and act on.
- Comprehensive review of submitted tax returns
- Review of business entities and ownership structure
- Review of current-year business and income information
- Identification of potential tax-planning opportunities
- Identification of structural issues or inefficiencies
- Estimated financial impact of applicable opportunities where reasonably possible
- Priority ranking of identified opportunities
- Personalized Fortress Tax Assessment report
- Private strategy meeting to review the findings
- Recommended next steps
See Where Your Current Strategy Stands.
Fortress Tax Score
Potential Opportunities Identified
$74,500 – $112,000
Illustrative example range only.
Priority-ranked opportunity roadmap
Estimated financial impact where reasonably possible
Private strategy meeting to review findings
Example only. Actual opportunities and potential savings vary based on each client's individual circumstances, eligibility, implementation, documentation, and applicable tax law. Tax savings are not guaranteed.
The Fortress Tax Assessment Process
Purchase Your Assessment
Secure your Fortress Tax Assessment for $2,497 $997.
Submit Your Information
Provide requested tax returns, business information, financials, entity documents, and planning goals.
We Analyze Your Strategy
Our team reviews your current structure and identifies potential tax-planning and structural opportunities.
Review Your Findings
Meet with Fortress Tax to walk through what we found, understand the potential financial impact, and discuss your recommended next steps.
What We'll Need
Not every document is required for every client. After enrollment, Fortress Tax will guide you through exactly what's needed for your situation.
Is the Fortress Tax Assessment Right for You?
This service is not designed for someone simply looking for inexpensive tax preparation.
Tax Preparation Looks Backward.Tax Strategy Looks Forward.
Traditional Tax Preparation
- Records what already happened
- Prepares tax returns
- Reports income and deductions
- Focuses on filing deadlines
- Primarily focused on compliance
Fortress Tax Assessment
- Looks for potential opportunities
- Reviews your overall structure
- Evaluates businesses and entities
- Identifies planning gaps
- Considers taxes alongside asset protection and long-term wealth strategy
- Creates a prioritized roadmap for what should be explored next
The assessment is designed to be complementary to your existing CPA or tax professional — not a replacement.
We Don't Look at Taxes in Isolation.
Fortress Tax looks at the interaction between every piece of your financial structure — because a decision in one area ripples through all the others.
Reducing taxes is important. But the goal is not simply to save money this year.
The goal is to make sure the structure supporting your businesses, assets, and wealth is working together.
What Happens After the Assessment?
The Fortress Tax Assessment is a standalone service. You receive the full assessment whether or not you choose additional Fortress services.
If substantial opportunities are identified, Fortress Tax may recommend additional strategy or implementation services.
Possible services may include
- More comprehensive tax strategy
- Entity structuring
- Asset protection
- Wealth planning
- Fortress Tax Legacy and Empire programs
The assessment itself has clear standalone value. It is not a disguised sales call — it is a professional analysis you keep either way.
The Fortress Opportunity Guarantee
If our assessment does not identify at least $10,000 in potential tax-saving opportunities based on the information you provide and strategies reasonably applicable to your circumstances, we will refund your $997 assessment fee.
FORTRESS TAX ASSESSMENT
- Comprehensive Tax Review
- Business & Entity Review
- Tax Opportunity Analysis
- Personalized Assessment Report
- Fortress Tax Score
- Priority Recommendations
- Private Assessment Review
- Recommended Next Steps
One-time assessment fee.
Questions, Answered
Is this tax preparation?
No. The Fortress Tax Assessment is focused on reviewing your current situation and identifying potential planning opportunities. Tax return preparation is a separate service.
Will you replace my CPA?
Not necessarily. Many clients continue working with their existing CPA. Fortress Tax can identify strategic opportunities and recommendations that may complement the work of the client's existing tax professionals.
Do you guarantee tax savings?
No specific tax savings can be guaranteed. Results depend on eligibility, implementation, documentation, income, business structure, tax law, and individual circumstances.
What happens after my assessment?
You will receive your findings and recommended next steps. If additional planning or implementation is appropriate, Fortress Tax may discuss available services with you.
What documents will I need?
Typically recent tax returns, business returns, current financial information, entity information, and information about your businesses and goals.
How long does the process take?
Timing depends on document submission and complexity. The Fortress team will provide next-step expectations after enrollment.
Can I use the assessment with my current CPA?
Yes. The assessment may help identify strategies or structural opportunities that can be discussed with your existing CPA, attorney, financial advisor, or other professional.
You Built the Business.Now Find Out If Your Tax Strategy Is Keeping Up.
Discover potential opportunities, identify weaknesses in your current structure, and get a clearer picture of where your tax strategy stands.
Find the opportunities. Identify the exposure. Build the fortress.