1
Start or Grow Your Business
S-Corp + deductions + the 20% QBI deduction (permanent; limited for consulting and other service income above $403,500 joint taxable income).
The system
The Seven Levers of Tax Savings™
The Seven Levers of Tax Savings™ checks your situation against seven areas of the tax code, in the same order every time. Your plan uses only the levers that fit your facts.
2
Invest in Real Estate
Cost segregation + 1031 + 100% bonus depreciation (property acquired after Jan. 19, 2025; deducting it against pay needs real estate professional or short-term-rental status).
3
Use Life Insurance Strategically
What a policy protects, what it costs, and how the tax code treats it: the death benefit (IRC 101(a)), loans against cash value while the policy stays in force, and an ILIT to keep the benefit outside the taxable estate. Your plan may say this lever fits your facts. Buying a policy is a separate insurance decision, and a policy has real costs.
Taylored Tax doesn't sell insurance, and the Audit fee doesn't pay for insurance advice. Terrence Taylor holds the insurance licenses on our team: licensed life and health insurance agent, Texas license #3134952. He runs a separate agency, GameChanger Wealth Strategies, which serves Texas residents only today. Any insurance recommendation comes only from that agency, and the insurance company pays him a commission if a policy is placed. You're never required to buy anything. Terrence is a licensed insurance producer in 27 states and the District of Columbia.
4
Maximize Retirement Savings
Defined benefit plans, for owners who already put away everything a 401(k) allows.
5
Plan Your Estate
Trusts + ILIT + Digital eState Plan, and the state probate guides.
6
Practice Strategic Giving
CRT + DAF + private foundation.
7
Invest Through Private Equity
QSBS ($15M exclusion for stock acquired after July 4, 2025; $10M for earlier stock) + Opportunity Zones.
Next step
Ready to see which levers apply to you?
Start free with the Scorecard, or book the Audit and leave with a written map of the levers that fit, tied to the code.
Free · 3 minutes
Seven Levers Scorecard
$0
Eight questions. See which of the Seven Levers are worth a closer look for your facts.
- Instant result in your browser
- Result in 3 minutes
- Links to the guides for each lever
Start here if your bill is $1M+
Paid · credited
Tax Architecture Audit
$2,500one time
A working session with two Enrolled Agents and a written map of the levers that fit, each tied to its section of the code.
- Fee credited in full toward an engagement
- Bring your CPA
- Pay and pick your time in one step
By proposal
Full engagement
Written plan
We build the plan, then work it with your CPA, attorney and advisors before the money moves.
- Every move tied to a code section
- Timed to your vest, sale or year-end
- Starts with the Audit