Replay · comes down Sunday at midnight PT

The Windshield Plan: how high earners are legally keeping an extra $50K to $200K a year from the IRS

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Next step

Apply for your Windshield Plan strategy call

Five quick questions. If we can help, you'll pick a time with one of our tax strategists right here.

1
What's your household's annual income? *
A rough number is fine.
AUnder $250K
B$250K to $500K
C$500K to $1M
DOver $1M
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2
Where does most of that income come from? *
AW-2 (one or both of us)
BW-2 plus K-1 or side business income
CA business or practice I own
DMostly investments and real estate
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3
What does your real estate look like today? *
ANothing yet, but I want to start
BOne or two long-term rentals
CShort-term rentals or a growing portfolio
DPassive deals like syndications
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4
Which kind of help are you leaning toward? *
Both include a written plan from our team. Return filing is quoted separately.
ACustom Tax Planning ($19,995)
BComprehensive Tax & Wealth Planning ($39,995)
CNot sure yet, help me decide on the call
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5
When do you want your plan in place? *
ABefore December 31, this tax year
BEarly next year
CI'm still researching
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Thanks. One last step: pick a time.

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Client results

Hear from our clients

The physician couple earning $1.5M

They were losing $542K a year to tax. Three strategies later, the bill was down by over $237K.

Tyler, orthopedic surgeon

His old CPA said real estate couldn't help him. One reclassified K-1 later, he kept $102K.

The couple who gave up a $70K salary

One spouse stepped back from her job, and the household saved $105,000 in taxes.

The W-2 earner with half a duplex

About 100 hours on one short-term rental, and close to $80K in write-offs against his W-2.

Client reviews

What clients say after the planning