For Agency Owners:
We’ll Audit Your Tax Position And Guarantee To Find At Least $15,000 In Tax Savings Within 14 Days Or You Don’t Pay
You'll know your 2026 tax liability and get a custom 12 month plan to reduce that bill.
Does it Actually Work?
We've Helped Agency Owners & Coaches Legally Pay Less Taxes
Drew Long
Founder - Sales By Tomorrow
Drew Long
Founder - Sales By Tomorrow
Drew, a sales consulting agency owner, was able to save $17,000 on his 2025 tax bill
even though he already works with a CPA
Let's Be Honest...
You Already Know Tax Strategy Matters
You made great revenue last year. And your agency is still growing fast.
Then April came around and your accountant hit you with a tax bill that made you sick. You paid it. You moved on.
And now you're doing the exact same thing this year, with no plan in place hoping things change.
Spoiler alert: It won't.
Here's the truth: Your traditional CPA wasn't built for someone at your level.
The way to lower your tax bill, isn't to:
Work With Unresponsive Or Unequipped CPA's/Accounting Firms
You likely were referred to someone to "do your accounting" and it worked at the time. But as you scale, they can't help when bigger problems come up.
Most accountants have 100's of clients and no time to respond quickly or provide more strategic help.
Have Zero Plan In Place for 2026
The only thing worse than a mediocre plan is no plan. Especially when it comes to your ongoing tax liability and what to do about it.
This leaves you feeling behind the curve and never able to take action before it's too late.
Use Random Tax Strategies Instagram Influencers Post About
With so many YouTube hacks, and influencer tips, it’s hard to know which strategies will help and which could put your business at risk.
At best, the advice doesn't make sense for your situation. At worst, you use it and commit tax fraud.
Trying To Figure It Out Yourself
You're a business owner, not a tax strategist. Even with ChatGPT this is not something you should be spending time working on.
You'd be better of handing this off and putting those hours back into growing your business.
Now Let's Plan ahead of time
Here's What To Expect When You Get
Your Taxes Optimized
Here's What To Expect When You Get Your Taxes Optimized
You'll Know What You're Missing Out On
No more wondering if you're leaving money on the table. You'll have confidence that your finances are optimized.
You'll Know Your Tax Liability For 2026
No more asking "what will I pay this year?" You'll see what you'd owe before it happens so you can do something ahead of time.
You'll Have A Custom 12 Month Plan To Reduce It
You’ll get a customized action plan for your agency so your CPA or our team can implement the strategies for you.
You'll Understand Your Numbers Every Month
Instead of spending hours trying to make sense of them, you'll know what matters on an ongoing basis.
You'll Have A Proactive Partner You Can Rely On
Someone who can respond to you within 24 hours for questions you have. And someone who can give you deeper insights you haven't gotten elsewhere.
You'll Pay The Lowest Tax Legally Possible
All year round you'll be maximizing savings, not just at tax time. You can use that money to grow your business or invest in assets.
Here's Our Offer To You
We'll Run Your Entire Tax Strategy... All You Have To Do Is Briefly Meet With Us Once A Month.
We handle everything completely done-for-you...
We handle everything completely
done-for-you...
Dedicated Tax Advisor
Your personal tax strategist who knows your business inside-out and proactively brings you opportunities.
DFY Implementation
We don't just tell you what to do. We execute the entire strategy while you focus on growing your business.
DFY Tax Filing
Federal, state, quarterly estimates, and extensions all handled without you lifting a finger.
Quarterly Adjustments
Every 90 days, we'll make updates to your plan so that it's optimized as your business changes through the year.
Audit & Defense Help
If the IRS comes knocking, we handle the response and defend everything we recommended - no extra fees.
24 Hour Response Time
Questions about a business decision, expense, or tax move? Get answers within 24 hours, not 2 weeks.
Our Process
Here's What It Looks Like To Work With Us
This is our step-by-step approach to identifying and recovering tax savings
Step 1:
Book A Consult
First, we’ll hop on a short call to learn about your business, understand your goals, and confirm you’re a fit before moving forward.
Step 2:
Tax Assessment
Then, we review your past returns, project your true tax liability, and build a custom tax plan that identifies $15k–$50k+ in guaranteed savings.
Step 3:
Implementation
Finally, we present an option for our team to implement your tax plan for you or you can have your existing CPA execute the plan.
Step 1:
Book A Consult
First, we’ll hop on a short call to learn about your business, understand your goals, and confirm you’re a fit before moving forward.
Step 2:
Tax Assessment
Then, we review your past returns, project your true tax liability, and build a custom tax plan that identifies $15k–$50k+ in guaranteed savings.
Step 3:
Implementation
Finally, we present an option for our team to implement your tax plan for you or you can have your existing CPA execute the plan.
Kyle Svenson
Founder
Education
Bachelor of Science in Finance
Enrolled Agent (EA) tax license
Experience
Worked 4+ years on finance team at Fortune 100 company
Helped drive millions in incremental sales & profit savings
Kyle Svenson
Founder
Education
Bachelor of Science in Finance w/ Minor in Economics
Enrolled Agent, licensed to practice before the IRS
Experience
Worked 4+ years on finance team at Fortune 100 company
Helped drive millions in incremental sales & profit savings
Get Started With Your Assessment
Click below, book a call, and turn your agency into a tax efficient, cash flowing business...
STILL NOT SURE?
Frequently Asked Questions
What Is A Tax Savings Assessment?
It’s a personalized review of your tax situation to uncover legitimate tax deductions, credits, and strategies you may be missing or should be taking advantage of - often saving $15k–$50k+ per year.
Who Industries Do You Specialize In?
We specialize in agency owners and online service-based businesses. This assessment is ideal for those doing at least $50k per month revenue and/or a tax liability of at least $100k.
How Much Does This Cost?
The calendar booking link includes pricing.
What If I Already Have A CPA/Tax Pro?
That isn't a problem, you can still do the tax savings assessment and hand it to your CPA/tax pro to implement it for you. We'll also present an option for us to implement your tax plan for you.
Is This Legal And Safe?
Absolutely. All strategies are fully compliant with IRS and state regulations. We only focus on deductions, credits and strategies that business owners are legally entitled to take.
Copyrights 2025 | Capital Hawk Financial LLC | Terms & Conditions | Privacy Policy
