The Strategy Stack
$2,850
For business owners who want to go beyond tax filing and step into year-round strategy. The Strategy Stack includes everything in the Keep More Cash Stack plus deeper planning, IRS protection, and long-term tax optimization. If you are growing, scaling, or taking your business more seriously, this tier delivers the strategy to match.
What’s Included
Everything in Keep More Cash Stack, plus:
Tax Estimate + Customized Tax Strategy
IRS Shield 365 with Notice Response
Trifecta Legacy Planner for long-term wealth alignment
Refund Recovery Review (last 2 years)
Entity Structure Check-Up
PTET and SALT-Cap Strategy Pack
Profit Distribution Strategy
Ideal for high-earning individuals and business owners who want proactive tax reduction, better entity alignment, and stronger IRS defense.