Most business owners don’t have a tax strategy problem; they have a no‑strategy problem.
In this 60‑minute live session, we’ll walk you through the exact 3‑step process we use to build Custom Tax Strategy Roadmaps that routinely uncover significant, legitimate savings for growth‑minded owners.
In this free training, you’ll see how to:
Spot the biggest gaps in your current tax setup in minutes (the ones that often cost owners tens of thousands per year).
Use our ASSESS → BUILD → DELIVER roadmap process to move from reactive “tax prep” to proactive tax strategy.
Evaluate whether your current CPA is set up to do real strategy work or just file returns.
Decide if a Custom Tax Strategy Roadmap makes sense for you right now, and what to expect if you choose to work with us.
This session is educational and does not constitute tax or legal advice. We’ll share real frameworks and examples; your actual outcome will depend on your specific situation.
So what we want to answer the question of what you’ll walk away with when you attend the live training and why this is worth your time!
During this 60‑minute session, we’ll cover:
The “Happy Historian” trap Why most CPAs are set up to report history, not design your future – and what that means for your tax bill.
The Make Taxes Fair CLEAR EDGE Framework How we analyze credit, legal structure, employees, deductions, wealth, retirement, and exit to build a cohesive strategy instead of random tactics.
The Make Taxes Fair 3‑Step Tax Strategy Roadmap Process of:
Assess: What we review (returns, entities, books, projections) and the key questions we ask.
Build: How we model scenarios and prioritize strategies for the next 12–24 months.
Deliver: What the finished roadmap looks like and how owners implement it without overwhelm.
Real Client Examples: Walkthroughs of how business owners like you used our Tax Strategy Roadmap to optimize their taxes and pay thousands of dollars less in taxes
Your Next Step: How to get your personal Tax ROI Strategy Call if you want us to estimate your potential savings and see if a paid Custom Tax Strategy Roadmap is a fit.
Chris Middleton, Tax Strategist & Founder of Make Taxes Fair
Chris has been a tax professional since 2006 and now leads Make Taxes Fair, a proactive tax strategy firm focused on helping U.S. entrepreneurs legally reduce their tax burden and keep more of what they earn. His team builds Custom Tax Strategy Roadmaps for owners who are tired of writing five, six and even seven‑figure checks to the IRS with no clear plan to change it.
Save Your Seat For The Next Live Training
Enter your details below to reserve your spot. We’ll send you the Zoom link and a short reminder before we go live. If you’re a fit, you’ll also get the option to book a Tax ROI Strategy Call after the session.
Yes. The training is free to attend live. At the end, we’ll explain how our Custom Tax Strategy Roadmap works and how to book a Tax ROI Strategy Call if you’d like our help implementing a full plan.
No. This is an educational session. We’ll walk through frameworks, examples, and some typical strategies. Any specific advice would only happen 1‑on‑1, with your full financial picture.
We’ll let you answer that question for yourself when you see how the Tax Strategy Roadmap process works. Many clients realize that they are missing out on thousands of dollars of tax savings and quickly realize that their current CPA is not equipped to give them the advice they need to fully embrace correct implementation of tax strategies. Check out the training and learn some new things and make that judgement call for yourself. We think you’ll be surprised.
If you’re interested, you’ll be able to apply for a Tax ROI Strategy Call. On that call, we’ll review your situation, estimate potential legitimate savings, and decide together if a Custom Tax Strategy Roadmap is the right next step.
Friends Don't Let Friends Overpay the Government!
Here at Make Taxes Fair we believe it is our duty as Americans to help our fellow entrepreneurs to structure their businesses in the most tax efficient manner possible. As we like to say, Friends don’t let friends overpay the government.
