Construction Owners: Keep $25K–$200K+ Every Year (Legally)

Private financial strategy advisory for contractors doing $500K+ in revenue who want to stop overpaying taxes and finally control their money.

Real Results for Real Contractors

✔ Master’s in Tax Accounting
✔ Licensed Financial Professional
✔ Construction Industry Focus
✔ Proprietary Planning Framework

CPAs report the past.
I help you control the future.

You didn’t build your business to:

• Hand 30–45% of your profits to the IRS
• Stress about payroll every week
• Feel broke despite strong revenue
• Have no clear financial plan
• Worry one lawsuit could wipe you out

Yet this is where most contractors end up.

Not because they aren’t working hard…
But because their financial structure is broken.

You were never taught how to:

• Structure your business properly
• Pay yourself strategically
• Use advanced deductions
• Build wealth outside your company

Most CPAs only file returns.
They don’t design strategies.

That’s the difference.

Why clients trust me:

✔ Master’s in Tax Accounting
✔ Licensed financial professional
✔ Mortgage & lending background
✔ Strategy-first (not compliance)
✔ Built a proprietary tax planning system
✔ Works exclusively with business owners

CPAs report the past.
I help you control the future.

What Life Looks Like After Strategy

Before
• Paying too much tax
• No clear financial plan
• Cash flow stress
• Reactive decisions

After
• Keeping tens of thousands
• Predictable cash flow
• Strategic wealth plan
• Confident financial control

Here’s How We Fix It

3 Column Layout

Phase 1: Financial X-Ray
• Tax return review
• Entity analysis
• Payroll structure
• Cash flow breakdown
• Insurance & liability review

Phase 2: Optimization
• Advanced tax strategies
• S-Corp & entity restructuring
• Owner pay strategy
• Depreciation planning
• Retirement tax shelters

Phase 3: Wealth Building
• Real estate roadmap
• Investment strategy
• Debt optimization
• Exit planning

This is custom-built for your business.

What Clients Experience

✔ $25,000 – $200,000+ in annual tax savings
✔ Increased monthly cash flow
✔ Lower audit risk
✔ Clear financial direction
✔ Long-term wealth strategy

WHO THIS IS FOR

You run a construction business

Revenue is $500K+

You’re profitable but cash feels tight

You want strategy, not shortcuts

You’re serious about growth

This is NOT for

✖ Startups
✖ Businesses under $500K
✖ DIY mentality
✖ Looking for cheap solutions
✖ Not ready to implement

Smith Wealth Accelerator

• Private 1-on-1 advisory
• 90-day implementation
• Weekly strategy calls
• Custom financial roadmap
• Ongoing accountability

Investment: $50,000
(Payment plans available)

Frequently Asked Questions

Title or Question

Is this legal?
Yes. Every strategy is IRS-compliant

Title or Question

Do you file my taxes?
I design the strategy and coordinate with your CPA or Accounting Service Provider. If tax preparation services are also needed, they would be discussed at the time of the consultation.

Title or Question

How fast will I see results?
Most clients see opportunities within 30 days.

Title or Question

Why $50,000?
If we uncover $100K+ in savings, this is an investment — not a cost.

Apply For Private Advisory

This is by application only.
I only work with 10 clients per quarter.

If you qualify, we’ll schedule a strategy call.

Smith Tax & Wealth Group
Secure. Confidential. By application only.