Trusted by franchise brands nationwide
The average multi-unit franchise owner overpays by $150K–$500K+ every year because their CPA files returns instead of building strategy. We don't do tax prep. We build tax intelligence systems that compound your wealth faster than your next location ever could.
Your CPA lumps your entire build-out — fryers, walk-ins, drive-through infrastructure, signage — into one line item and depreciates it over decades. A cost segregation study reclassifies 30–40% into 5–15 year categories, unlocking deductions you won't see for another 25 years under your current setup.
High turnover isn't just an operational headache — it's a tax asset. The Work Opportunity Tax Credit pays you up to $2,400–$9,600 per eligible hire. With the right screening built into your onboarding, your biggest expense becomes a recurring credit.
You probably have separate LLCs. But are they structured to shift income to lower-bracket entities? To contain liability without creating tax inefficiency? To fund your retirement at $100K+ per year tax-deferred? Most franchise operators' entity structures were set up for formation, not optimization.
A fast-food franchise operator with 12 locations across two states came to us paying $217K in annual taxes. Their CPA had been filing returns for 8 years. Here's what happened in the first 90 days.
"I thought my CPA was doing a good job because he was affordable. Turns out, he was the most expensive person on my payroll."— Multi-Unit Franchise Operator, Southeast US
We analyze your returns, entity structure, and depreciation schedules. You'll see exactly where you're leaving money and how much you can recover.
Your dedicated strategist builds a multi-year plan: cost segregation, entity restructuring, retirement funding, credit capture — all mapped to your expansion timeline.
We execute the plan, file amended returns where applicable, and meet quarterly to adjust as your portfolio grows. Every new location launches tax-optimized from day one.
Your CPA files returns. We engineer tax outcomes. Most CPAs are compliance-focused — they record what happened. We build a proactive strategy that determines what should happen: entity restructuring, cost segregation, credit capture, and retirement funding — all coordinated into a multi-year plan. We work alongside your CPA, not against them.
We'll analyze your current returns, entity structure, and depreciation schedules and show you exactly where you're leaving money. You'll walk away with a clear picture of your savings opportunities.
Everything we recommend is fully IRS-compliant and well-documented. Cost segregation, WOTC credits, entity structuring, and retirement funding strategies are all explicitly sanctioned by the tax code. We build defensible positions with complete paper trails. In fact, having a proactive strategy often reduces audit risk because your filings are more precise and better supported.
Most clients see meaningful impact within 90 days. Amended returns for prior years (2022–2024) can unlock immediate refunds, and structural changes like entity restructuring and cost segregation typically produce results in the first tax cycle. Our blueprint is delivered within 2 weeks of your review.
No. We complement your existing CPA — we focus on strategy while they handle compliance and filing. Many of our clients keep their current CPA for day-to-day bookkeeping and returns while we handle the strategic layer. If you don't have a CPA, we can handle that too.
Your next location won't fix your tax problem. Your next CPA won't either. You need a system that turns every dollar you invest — every build-out, every hire, every royalty payment — into a strategic tax advantage. That's what we build.
Tell us about your business and we'll identify every savings opportunity available to you.