"I earn $2 million a year and keep less than half."

Your CPA files the return.
We architect the savings.

Eligible clients with $1M+ tax bills who implement our custom strategies based on the Seven Levers™ have saved $400K to $850K+ per year.
Your savings depend on your circumstances. Past results do not guarantee future outcomes.
A Google VP saves $850,000 per year using just 2 of our 7 levers (Lever 1 + Lever 6). A Meta Senior Director saves $398,866 on his business structure (Levers 1 + 2). An Anthropic VP eliminated $5.6 million in estate taxes using trusts and gifting (Lever 5). These aren't projections. Real clients, real code sections, real outcomes. What could the Seven Levers do for you?
See What You Could Save Book a Free Strategy Call
$850K/yr
Google VP (2 levers)
$5.6M
Estate taxes eliminated
$1.4M
Capital gains avoided
$1.1M
Retirement tax bomb defused

Which of these sounds like you?

Select the one that resonates most. We'll show you which levers apply and what the savings could look like.

"I'm a W-2 employee with almost no deductions."
"I have a business but I'm not sure it's structured right."
"I'm worried about the tax bomb in my 401(k)."
"I want to make sure my family keeps what I built."
$137K-$850K/year
As a W-2 earner, Lever 1 (Start a Business) is your foundation. It unlocks every other lever. A Google VP started here and now saves $850K/year on just 2 levers.
Run Your S-Corp Numbers
$43K-$356K/year
Your business is the key. The question is whether it's structured to minimize self-employment tax, maximize deductions, and qualify you for advanced retirement plans. A Meta Senior Director restructured and saves $398K across 2 levers.
Check Your Structure
$74K-$1.1M+ lifetime
Your 401(k) didn't save you taxes. It deferred them. At 37%, that's a $740K tax bill on a $2M account. The Strategic Rollout converts it to tax-free. A Google VP is saving $1.1M+ in lifetime taxes on his rollover.
Run Your Retirement Numbers
$200K-$5.6M
The new $15M exemption (OBBBA 2026) is a window. Use it before your estate outgrows it. An Anthropic VP reduced estate taxes by $5.6M through trust structuring + our Digital eState Plan.
Check Your Estate Exposure
The System
The Seven Levers™ of Tax Savings
Each lever targets a different aspect of your financial life. Together, they transform it.
1
Start or Expand a Business
S-Corp + deductions + QBI (20%, permanent)
2
Invest in Real Estate
Cost segregation + 1031 + 100% bonus depreciation
3
Use Life Insurance Strategically
Tax-free growth, access, and transfer
4
Maximize Retirement Savings
Defined Benefit Plan + Strategic Rollout
5
Plan Your Estate
Trusts + ILIT + Digital eState Plan
6
Practice Strategic Giving
CRT + DAF + Deferred Escrow Trust
7
Invest Through Private Equity
QSBS $15M exclusion + Opportunity Zones
Real Results
These Are Real Clients. Real Numbers.
Every story comes from a real engagement. Every identity is protected. The only thing we share is what the Seven Levers did for them.
Google VP
$850,000 saved per year
Using just 2 of the 7 levers. Lever 1 (business interests): $137,500. Lever 6 (strategic giving): $712,500. Projected 5-year savings: $5.8 million. Imagine what all 7 could do.
The Alimony Client
$80K/year obligation → $1.05M legacy
Turned an alimony payment that felt like money leaving into a whole life policy with a $1,050,216 legacy benefit. The obligation became an asset.
Anthropic VP
$5.6M in estate taxes eliminated
$35M estate split into Revocable Trust + ILIT. Digital eState Plan lets him update beneficiaries from the golf course. Family never sells assets to pay taxes.
NY Doctor
8% year 1 (vs 1% in the market)
Rolled half her 403(b) into a Fixed Index Annuity. First statement proved the strategy. Now rolling over the second half.
See All Client Stories
"Wait. How can I save $2M in taxes if I only owe $1M?"

Great question. The Seven Levers don't just reduce this year's tax bill. They generate deductions that carry forward.

A business loss, accelerated depreciation from a cost segregation study, a Defined Benefit Plan contribution, charitable deductions from a Charitable Remainder Trust: these can add up to more than your current year's tax liability.

So yes: you could reduce your tax bill by $2M on $1M in taxes. You pay $0 this year. The remaining $1M in deductions carries forward, giving you a massive head start on next year.

We know it sounds insane. And yet, understanding the Internal Revenue Code and using the Seven Levers™ to plan and implement strategies can deliver results, legally, that will amaze you.

The System Works for Everyone
Married. Single. Rebuilding. The Levers Are the Same.
The numbers change. The system doesn't.
👪
The Married Couple
Combined $2M+. $30M estate exemption. $626K max business loss. Doubled gifting. The system at full power.
$850K+ typical savings
💼
The Single High Earner
$1.8M+ solo. 37% hits sooner. $15M exemption. Every lever matters more when there's one income.
$400K-$600K typical
💪
The Divorced Rebuilder
Lost half. Paying alimony. Rebuilding. Every obligation becomes an opportunity. Alimony → insurance. Division → strategy.
$300K-$500K typical
The .ai Advantage
Run Your Numbers. Right Now.
No login. No email. Just your numbers and your results. This is what makes us different.
1
S-Corp Savings Calculator
See how much an S-Corporation saves on self-employment tax + deductions
2
Real Estate Tax Calculator
Cost segregation savings + pacing multiplier
3
Cash Value Life Insurance
Whole Life vs IUL comparison over 30 years
4
Retirement Maximizer
401(k) tax bomb vs Taylored WealthCare strategy
5
Estate + Probate Calculator
Federal + state estate tax + probate risk by state
6
Charitable Giving Optimizer
CRT vs selling: see how much more you keep
7
QSBS Exit Calculator
Pay zero capital gains on $15M+ in exits
Your tax bill doesn't have to be $1 million.
One conversation. 30 minutes. We'll tell you which levers apply to your situation and show you the numbers. Free. No obligation. If it doesn't fit, we'll say so.
Book a Free Strategy Call See the Full System
10X Savings Guarantee: If we can't find 10X your investment in tax savings, you get a full refund.
THE TAX ARCHITECT
Tax is the door. Wealth is the room behind it.
One email a week. Real strategies for $2M+ earners. The same levers our clients use to save $100K to $850K per year.
Terrence Okeke Taylor, EA & Al Darnell, Jr (BiG Al), EA, MBA
Enrolled Agents (IRS Licensed) · MBA, Harvard Business School · Licensed Financial Professionals, 28+ States
Every strategy is grounded in the tax code. We don't exploit loopholes. We use the law as written.
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