Business owners across the Southeast are saving $50K–$500K+ per year with proactive tax strategy. Your CPA files returns. We engineer outcomes — entity restructuring, cost segregation, credit capture, retirement funding — all coordinated to cut your tax bill starting this year.
Wrong structure = 15.3% lost on every dollar. We fix it.
Your SEP shelters $69K. Our plans shelter 3–5x that.
400+ federal credits exist. Most CPAs use a handful.
| Your Current CPA | Crane Financial | |
|---|---|---|
| Proactive Tax Planning | × After year-end | ✓ Quarterly |
| Entity Restructuring | × Set once | ✓ Reviewed annually |
| Cost Segregation | × | ✓ $80K–$250K+ |
| Tax Credit Recovery | × Never mentioned | ✓ R&D, WOTC, FICA |
| Retirement Sheltering | $69K max | $150K–$300K+ |
| Contact Cadence | Tax season only | ✓ Every quarter |
We analyze your returns, entity structure, and depreciation schedules. You'll see exactly where you're leaving money.
Cost seg, entity restructuring, retirement funding, credit capture — all coordinated into one multi-year plan.
We execute the plan and meet quarterly to adjust as your business grows. Every new venture launches tax-optimized.
Your CPA files returns. We engineer tax outcomes — entity restructuring, cost seg, credit capture, retirement funding, all coordinated proactively. We work alongside your CPA, not against them.
We'll analyze your returns and show you exactly where the savings are.
Everything is IRS-compliant and well-documented. Cost seg, WOTC, entity structuring, and retirement strategies are explicitly sanctioned by the tax code. Proactive strategy often reduces audit risk.
Most clients see impact within 90 days. Amended returns for 2023–2025 can unlock immediate refunds. Blueprint delivered within 2 weeks.
No. Your CPA handles compliance — filing returns, bookkeeping, payroll. We handle strategy — entity structuring, credit capture, proactive planning. They work together. Most of our clients keep their CPA and add Crane for the strategy layer.
We serve business owners nationwide with deep expertise across the Southeast. All strategy sessions are available virtually — same expertise, no commute. Whether you're in Atlanta, Charlotte, Miami, or anywhere else, we've got you covered.
See what you're overpaying in 30 minutes.
Tell us about your business and we'll identify every savings opportunity available to you.