Strategy first, forms second. We ask the questions that find the money — then we handle the paperwork that keeps it.
The flagship Initial Tax Plan A blueprint for your whole tax picture, backed by a written guarantee: your plan identifies opportunities equal to 3× its cost — or we refund the portion of the fee above a third of the savings it documents. See the plan →Business owners and real-estate investors whose tax bill says their accountant only files forms.
Every road starts at the same door — a free 30-minute Tax Assessment.
Book My Free AssessmentMost accountants file your forms and call it done. We help entrepreneurs proactively reduce taxes, increase cash flow, and keep more of what they earn — by asking the questions form fillers never ask.
Free · 30 minutes on Zoom · We’ll estimate any tax overpayments and explore ways to reduce your burden
Melanie Sikma · CEO & Co-founder — live at NoteExpo 
A family firm. A father, two daughters, and one mission: help entrepreneurs pay as little tax as legally possible.
Our whole approach is asking you questions that most accountants don’t bother to look for. Flip through six of them — each one hides a strategy your current accountant has probably never mentioned.
Do you rent your home to your own business for fewer than 15 days a year?
Under §280A, you can rent your home to your business for up to 14 days a year — for board meetings, planning retreats, company events. The business deducts the rent. The income is tax-free to you personally. Most owners have never heard of it, because nobody asked.
Bring this question to your free assessment →These questions are conversation starters, not tax advice — what applies to you depends on your facts. Finding out is exactly what the free assessment is for.
Four core services, one goal: less tax, legally — planned before the year ends, not tallied after it’s too late to change.
“Tax Planning Transformed into a Profit-Generating Strategy”
Our flagship discipline. Proactive moves made while the year can still change — entity choices, timing, deductions engineered on purpose — instead of an autopsy in April.
“Ensure accurate and timely filing for your personal and business returns.”
Returns prepared by the team that knows your plan, so the strategy actually lands on the filing — personal and business, accurate and on time.
“Record-keeping for business growth and tax efficiency”
Books kept current all year, so every planning conversation starts from real numbers — and tax season stops being a reconstruction project.
“Maximizing your returns when it’s time to move on.”
Timing, structure, and capital gains modeled before you list — because the most expensive exit decisions are the ones made at the closing table.
Some strategies live with specialists. These services come with our vetted partners — brought in when your plan calls for them, coordinated by us.
$9,500 one blueprint · yours to keep
A comprehensive report that serves as the roadmap for your tax savings: every strategy available to you, explained in plain English — what it is, how it works, your projected return on it, its impact on retirement, and the next steps to implement it. Reviewed with you in detail, in a working session.
The plan is the map: return preparation and implementation are separate engagements, scoped after you’ve seen the blueprint.
We review your current books to make sure everything is organized and up to date — and flag any cleanup your numbers need.
Up to your last three years of tax returns and their coordinating financials — P&L, balance sheet, general ledger — hunting for errors and missed opportunities, including possible amendments.
Your current year, reviewed while it can still change.
Your entities and elections, checked against the business you run today.
Each strategy explained in plain English: what it is, how it works, your projected return on it, its impact on retirement, and the next steps to implement it.
How today’s tax picture reads to a lender tomorrow — planned for, not discovered.
We guarantee that your Initial Tax Plan will identify tax-saving opportunities equal to 3 (three) times the cost of the plan, which may apply to the current year or future years, depending on your circumstances. If the identified savings do not reach 3× the cost of the plan, we will refund the portion of the fee exceeding one-third (1/3) of the documented savings.
Three to five minutes with our free self-assessment — a first read on where money may be leaking out of your tax picture.
Start the check →Thirty minutes on Zoom. We estimate any tax overpayments and explore ways to reduce your burden — no cost, no obligation.
Book the call →The $9,500 blueprint: your books, three prior years, and your structure — every strategy on paper, backed by our written 3× guarantee.
See the plan →We pair you with the best tax professional to fit your needs, and our team keeps preparation, bookkeeping, and payroll moving all year.
Meet the family →Melanie and Tiffany grew up hearing their dad talk tax strategy with entrepreneur friends on camping trips. Years later, the sisters built the firm those entrepreneurs deserved — one whose mission is simple: help entrepreneurs pay as little tax as legally possible.
CEO & Co-founder
The voice of the firm. Melanie hosts the Live More Show (54 episodes), co-wrote our booklet Pay Less Tax. Live More, and co-writes our column for Real Estate Investing Today. She’s the one who will ask you the questions.
COO & Co-founder
The operator. Tiffany runs the firm’s engine room — the team, the systems, the follow-through that turns a plan into filed, finished work — and co-writes our National REIA column with her sister.
Chairman of the Board & Co-founder
The chairman. Byron co-founded the firm with his daughters and co-wrote Pay Less Tax. Live More. The camping-trip tax talks the sisters grew up on? They started with him.
Our booklet, written by Melanie Sikma and Byron McBroom — the common strategies most business owners never hear about, in plain English.
Rent your home to your own business for up to 14 days a year: a deduction for the business, tax-free income for you. How the rule works, and how owners actually use it.
Read the whitepaper →The kid’s payroll strategy, done right: real work, real wages, real documentation — and income shifted into the lowest bracket in your family.
Read the whitepaper →Melanie’s podcast — 54 episodes of tax strategy and business sense for owners who would rather live more than pay more. Powered by One Stop Tax Strategists.
Listen to the show →LLC vs. S-Corp · the short-term-rental loophole · overlooked strategies · the real reason you might be overpaying — plus our column in Real Estate Investing Today, for National REIA.
Browse the articles →Our free self-assessment takes 3–5 minutes — a fast, no-pressure way to check whether your tax picture has leaks. Business owners netting $250K+ uncover an average of $70,000 per year in potential tax savings.*
*Average based on prior client results; individual results vary.
Answer a few questions about your business and your current setup. We’ll show you where owners like you typically overpay — and what to ask about next.
Take the Tax Health Check — FreePrefer to talk it through? Book the free 30-minute assessment instead →
Thirty minutes on Zoom with our team. We’ll estimate any tax overpayments and explore ways to reduce your tax burden. After you book, you’ll be redirected to a short pre-tax assessment form — completing it beforehand makes the call count. Need to move your call? We ask for at least 24 hours’ notice.
The Initial Tax Plan is $9,500 — a blueprint for your whole tax picture. It includes a free review of your books, a review of up to three prior years of returns and their coordinating financials, a review of your current year-to-date financials, a structure review, the tax planning strategies available to you, and future borrowing considerations. The report is yours to keep. Return preparation and implementation are separate — the plan is the map.
We guarantee that your Initial Tax Plan will identify tax-saving opportunities equal to 3 times the cost of the plan, which may apply to the current year or future years. If the identified savings do not reach 3× the cost of the plan, we will refund the portion of the fee exceeding one-third (1/3) of the documented savings. The full terms are stated in the plan agreement.
Strategy starts with our family-led team. From there, we pair you with the best tax professional to fit your needs — and our own tax team handles preparation, bookkeeping, and payroll day to day. One firm accountable for the whole picture, and one place to call when a question comes up.
Yes — we’re built for it. We are California-based and fully remote, and we work with business owners in all 50 states. Assessments, planning, and delivery all happen over Zoom and through secure online tools.
Before you list it. Exit Strategies is one of our core services because the modeling — timing, structure, capital gains — has to happen while the terms are still yours to set. Bring it to the free Tax Assessment and we’ll tell you honestly what we would look at first.
We bring peace to taxes and purpose to profits — starting with one free conversation about the questions nobody has asked you yet.
Or reach us the direct way: (209) 924-4111 ·
text (209) 924-4192 ·
[email protected]
Mon–Fri 8:00 am – 5:00 pm · Sat–Sun closed · California-based · serving business owners in all 50 states
