Tax Intelligence Framework

Stop Overpaying.
Start Building
Real Wealth.

Most business owners leave six figures on the table every year. Our framework finds every dollar — proactively, strategically, and guaranteed.

Get Your Tax Review → How It Works

$74.2M

Total client
tax savings

37%

Average first-year
tax reduction

600+

Businesses
served

Avg. Client Savings

$124K

Exposed in missed deductions

Business Effective Tax Rate

Most businesses can get here

Owner Take-Home Rate

10.4%

Avg. effective tax on owner pay

The Problem

Your CPA Is Costing You More Than You Think

Most business owners assume their taxes are handled. They're not. Traditional CPAs focus on compliance — filing returns after the damage is done.

Meanwhile, six figures in deductions, credits, and structural opportunities go unclaimed every year. Not because they don't exist — because nobody's looking for them.

See What You're Missing →

The Framework

Four Steps to Tax Intelligence

A systematic approach that uncovers every opportunity your current CPA is missing.

Step 01

Define Goals

Retirement timeline, liquidity needs, wealth targets — we reverse-engineer your strategy from the endgame.

Step 02

Financial Review

Deep analysis of P&Ls, entity structure, payroll, and prior returns to find what's been missed.

Step 03

Entity Structure

HoldCo/OpCo optimization, S-Corp elections, and trust planning to minimize your effective rate.

Step 04

Tax Opportunities

Cost segregation, R&D credits, defined benefit plans, charitable strategies — the full playbook.

Case Study

From $217K Tax Bill
to $1M+ in Savings

A multi-venture entrepreneur doing over $5M in revenue came to us with a past due $217K federal tax bill, two years of unfiled returns, and the government threatening to revoke his passport. His company had missed over $1M in deductions and left $200K in employee opportunity zone credits untouched.

We applied our four-step framework — restructured his entities, identified every opportunity already in his business, and redirected the savings into wealth-building vehicles: $318K into a defined benefit plan, $121K in 401(k) contributions, and $75K in charitable giving. His projected 2024 liability of $597K became a $1,600 refund. This business now effectively pays zero in taxes.

Watch the full breakdown

2024 Expected Tax

$597K

Federal + State projected

2024 Actual Result

$1,600

Federal refund — $0 owed

Effective Tax Rate

Business-level federal

Total Saved (2021–2024)

$1M+

All in first year with Crane

Your business has opportunities just like these.
Let us find them.

Find Your Tax Savings →

Your Strategic Partner

Tax Strategy That Builds Generational Wealth

We don't just file your taxes. We architect your entire financial structure — from entity design to retirement planning — so every dollar works as hard as you do.

Every engagement starts with a comprehensive review of your financial picture and ends with a custom roadmap built specifically for your business, industry, and goals.

15+

Years Experience

$74.2M

Client Savings

600+

Businesses Served

Get Your Tax Review →

Why Switch

Typical CPA vs. Crane

Most CPAs do compliance. We do strategy. That difference costs you six figures.

Typical CPA

✕ Files returns after the fact
✕ No proactive tax planning
✕ Generic entity advice
✕ Misses industry-specific credits
✕ Annual check-in only
✕ No wealth-building strategy

Crane Financial

✓ Year-round proactive planning
✓ Multi-entity optimization
✓ HoldCo / OpCo structuring
✓ Full credit & deduction audit
✓ Quarterly strategy reviews
✓ Retirement & wealth integration

Questions

Everything You Need to Know

Before your first call, here are the answers to what business owners ask most.

Still have questions? →

How is this different from my current CPA?

Most CPAs focus on compliance — filing returns after the year ends. We focus on strategy — working year-round to proactively minimize your tax burden through entity optimization, credit identification, and wealth-building integration.

What size business do you work with?

We work best with businesses doing $1M–$10M+ in annual revenue. At this level, the complexity means there are almost always significant savings being left on the table by traditional CPAs.

How much does the initial review cost?

We'll analyze your situation, identify every savings opportunity, and show you exactly what you're missing.

Do I need to leave my current CPA?

Not necessarily. Many clients keep their existing CPA for day-to-day bookkeeping while we handle the strategic tax planning layer. We work alongside your current team.

How quickly will I see results?

Most clients see actionable opportunities within the first 2 weeks of engagement. Implementation timeline depends on complexity, but quick wins — like retirement plan optimization and entity restructuring — often deliver savings within the first quarter.

Stop Overpaying.Start BuildingReal Wealth.