Claremore Tax Strategy

Your tax strategy. A clear plan.

A focused review of your business and personal tax opportunities, delivered as a written plan with estimated savings and the steps to capture them.

Get started How it works

How it works

Three phases. One clear plan.

From signing to your final strategy presentation in as little as 21 days.

PHASE 01

Sign & get started

Engagement & payment: Sign your engagement agreement and pay the $4,000 tax strategy fee.
Define the review: Confirm the business entities and personal tax returns covered by your engagement.
Collect your records: Receive your document checklist and submit the information needed for a complete review.

PHASE 02

Verify & build your plan

Document verification meeting: Review the collection with Claremore, verify completeness and resolve missing items or questions.
Start the 21-day turnaround: We complete the review and final presentation within 21 days of receiving all required documents.
Identify your opportunities: We develop tax recommendations and estimate your potential savings.

PHASE 03

Present & plan next steps

Final tax strategy presentation: Walk through your written plan, estimated savings, recommended actions and implementation priorities.
Answer your questions: We explain the recommendations and the steps needed to put your strategy into action.
Discuss working with Claremore: Review ongoing service options and next steps. Any continuing work is separately scoped and priced.

$20KGuarantee

Our $20,000 guarantee

We identify at least $20,000 in potential tax savings, or we refund your full $4,000 fee.

Your final presentation is delivered within the 21-day review period.

The engagement agreement defines the savings measurement period and review scope. Potential savings are estimates and depend on eligibility and implementation. Ongoing services and tax return preparation are separately scoped and priced.

What you get

A written plan, not a pile of theories.

Plenty of people talk about saving on taxes. Our founders started Claremore because they couldn’t find anyone who would actually execute. Your strategy covers:

Entity structure and classification review
Deductions and credits you may be missing
Compensation, benefit and retirement strategies
Estimated savings for every recommendation
An implementation plan with clear priorities

Start your tax strategy

An advisor walking a business owner through a written tax plan

Trusted by

Businesses like yours already work with Claremore.

Questions

Frequently asked

Who is the Tax Strategy review for?

Business owners who want a professional look at both their business and personal tax picture, especially if you suspect you’re overpaying, your structure hasn’t been reviewed in a while, or your income has grown.

When does the 21-day clock start?

Once we’ve received all the required documents on your checklist and confirmed them in the verification meeting. We deliver your final presentation within 21 days of that point.

How does the $20,000 guarantee work?

If we don’t identify at least $20,000 in potential tax savings, we refund your full $4,000 fee. Your engagement agreement defines the savings measurement period and review scope.

Does this include filing my tax returns?

No. Tax return preparation and ongoing services are separately scoped and priced. In your final presentation, we’ll review the options if you’d like Claremore to implement your plan.

Ready when you are

Find out what you could be saving.

Book a consultation to confirm the review is a fit for your business. Or call us, and we’ll walk you through it.

Book a Consult Call 708-303-8304