Small businesses are paying far too much in taxes.

We’ve provided guidance to more than 500 business owners in many sectors.

0%
$5M
0%
We’ve realized annual tax savings between $100,000 – $5 million.
0%
$400K
0%

Average tax savings for our clients is $400,000.

In our experience as small business tax consultants, most business owners are paying nearly double the amount in taxes that they should. Why? Most are not applying recent tax law to their financial structure.

Why Work with Guardian Tax Consultants

 

  • Proven Process: Our proprietary system covers initial analysis, design, execution, and ongoing service and compliance. This ensures significant annual tax savings, both federally and for estate taxes, benefiting your business and personal finances.

 

  • Expert Validation: Our tax strategies have been reviewed by a top US and international business law firm. They confirmed our process is effective, IRS-compliant, and innovative, utilizing the latest tax laws.

 

  • Protecting You: A tax attorney signs off on the final designs and every year as part of our process, helping to ensure you are protected and compliant.

 

  • Collaborative Approach: We work with your current professional team (CPA, Advisors), fostering collaboration rather than replacement.

 

  • Transparent Pricing: Our services are offered at a transparent flat fee, providing clear cost versus value.

 

  • Selective Client Engagement: We carefully screen potential clients to ensure a mutual fit, guaranteeing that our services provide the most value and that you do not invest in solutions that aren’t suitable for your needs.

In addition to overpaying on taxes, 99% of owners believe that transition plans are important, but…

79% 

of owners have no written transition plan

48% 

have done no planning at all

94% 

have no written personal third act plan

… most aren’t prepared.

We help business owners protect themselves and their companies:

01

Against taxation and cash flow threats

Our tax and business consulting services help identify federal, state, income, and estate taxes that can pose financial risks to business owners and their companies and develop strategies that create savings in these areas.

Our work goes beyond developing a tax strategy that saves you money. We also advise on liquidity and concentration strategies and prevent risks that impair your business ability to manage debt, create profit, and fulfill your financial obligations.

02

Protect their leadership team and other business entities

Continuity threats disrupt the functioning of a business and any unforeseen incidents or disasters that negatively impact an organization. 

From advising on strategies to retaining key employees or lessening the impact of their potential departure, to exit and succession planning, our business consulting services help plan for potential continuity issues in your business.

03

Plan for personal financial stability

A “wealth gap” can occur when assets accumulated outside of your primary business are not sufficient to produce the after-tax income required to support your quality of life without using income from the business. This risk is heightened If the business is not marketable for the value required to exit or should the business fail without its founder.


We help protect your legacy and estate in addition to related legal risks.

How we can help

We take advantage of new tax laws passed in 2017 and apply a proprietary strategy to businesses’ financial structure. This can significantly reduce tax burden. We also leverage partnerships with insurers to protect the organization and its leadership team.

The path to changing financial structure is customized to each business and its unique challenges and opportunities. This is why we work closely with your current team of CPAs, CFO, financial advisor and insurance providers to take a custom approach to achieve the best case result for you.

Schedule a call to see if you could lower your tax burden and protect your business.

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