BBuild Wealth Save Taxes
Watch the workshop →
A course + software for high-income business owners

Transform your Tax Bill
into Lasting Wealth.

Four weeks. One framework. A platform that builds your plan with you. Taught by a CPA who got tired of watching his clients overpay.

Watch the free workshop →

↳ Direct your CPA. Position your wealth. Keep what you earn.

buildwealthsavetaxes.app/plan-match
Workspace
Mark Miller, CPA
Lifetime · Cohort 7
Plan Match · Step 3 of 3

Your 4 closest matches

98% match$184k/yr
Real estate, $1.2M income
94% match$112k/yr
Service biz, $850k income
91% match$210k/yr
Pro practice, $1.5M income
88% match$94k/yr
E-com, $720k income
All systems operational·v3.4.2
HelpPrivacy© Build Wealth Save Taxes 2026

Built from $10M+ in real client tax savings

$350k owed
$175k refund
$1.35M liability
$650k saved
Six-figure bill
Zero
Every cohort
Year after year
The Gap

What stands between
Paying Tax and Building Wealth.

Wall 01

Tax is too complicated.

It's complicated by design — to keep you paying at the highest brackets while the informed pay pennies on the dollar.

Wall 02

The wealthy hide secrets.

There are no secrets — the rules are public. The wealthy just know how to direct their strategy instead of delegate it.

Wall 03

CPAs aren't taught planning.

They're trained to file, not to plan — so the planning has to start with you, then your CPA executes the documented plan.

Wall 04

I'll just work harder.

Brackets rise faster than effort — earning more without a plan just hands more to the IRS. It's not what you make, it's what you keep.

Wall 05

I'm afraid of an audit.

Fear is the feature — tax avoidance is a right, and documentation is the wall, not the gamble. Citations and structures protect you.

Wall 06

The game is rigged.

Two tax codes exist — one for the informed, one for the passive. You choose which one to live in.

The course teaches it.
The platform applies it.

Every wall you've hit has a lesson behind it — and a tool that turns the lesson into your plan.

Your Wall
Course Principles
Platform Delivers
Tax is too complicated
Tax Complexity is Designed
Strategy Match Engine
It's complicated by design — to keep you paying at the highest brackets while the informed pay pennies on the dollar.

Why the code is intentionally dense — and the leverage points hidden inside it that the system doesn't want you to find.

Your Wealth Profile matches you to the strategies you need to consider applying without the complexity of learning the tax code.

The wealthy hide secrets
Tax Code is a Wealth Playbook
Wealth & Tax Quiz
The rules are public — same tax code as you. But the wealthy pay to learn the right strategies. That's the only secret.

How real wealth is built around the code, not in spite of it — the patterns the top 1% repeat in every generation.

Map your wealth and tax goals to get matched to the strategies that are going to convert your tax bill into lasting wealth.

CPAs aren't taught planning
Direct, Don't Delegate
CPA / Advisor Implementation Plans
Degrees train tax preparers, not tax planning architects. You hired a filer and expected a strategist — that's the bill staring back at you.

The wealthy know how to be in the driver's seat with their wealth — they understand tax planning principles and direct their strategies and only delegate implementation.

You choose your wealth-building strategies. Your CPA gets a documented plan with citations, structures, and step-by-step execution ready to implement.

I'll just work harder
Activate Your Money
Strategy Planning Grid
Brackets rise faster than effort. The hardest workers are the most heavily taxed — and the IRS thanks you for the overtime.

The two ways every dollar can live in your balance sheet — and why one of them silently donates 30–50% to the IRS.

Map your cash and wealth-building assets to tax-advantaged strategies. See projected tax savings before you commit a single dollar.

I'm afraid of an audit
Tax Avoidance vs. Tax Evasion
Audit Risk & Mitigation
Fear is the feature. It's exactly what keeps you paying more than you owe — year after year, without a fight.

The legal line between the two, why audits target sloppy filers — not strategic planners — and how to stand on the right side with confidence.

Every strategy scored for risk. Substantiation files, citations, and contemporaneous notes built into the plan.

The game is rigged
Wealth & Tax Positioning
Your Winning Tax Plan
It is rigged — against the passive spectators. But those who learn the rules and play the game get paid.

How three structural decisions — entity, asset location, and timing — quietly determine whether the code works for you or against you.

One living document: strategies, structures, savings projections, and a year-round calendar to execute every move on time.

The Course

Four Weeks. Eight Modules.
One Winning Tax Plan.

Each week ends with something done — not something learned. Live with Mark, capped at 30 owners.

WEEK01
You will →

See where your money is leaking.

Module 1
Tax Position Diagnostic
Map your structure, income mix, and liability — to the dollar.
Module 2
The Two Tax Codes
Understand which one you're playing in, and which one you should be.
WEEK02
You will →

Position your wealth to pay less.

Module 3
The Three Levers
Entity, timing, and asset class. Choose yours in real numbers.
Module 4
Activate Your Money
Move lazy assets into vehicles the code rewards.
WEEK03
You will →

Match your situation to a proven plan.

Module 5
Plan-Match Engine
Find clients with your profile. Clone what worked for them.
Module 6
Strategy Library Tour
Foundational, niche, and family-office tier — vetted and sourced.
WEEK04
You will →

Walk out with a finished plan.

Module 7
Direct Your CPA
Q4 agenda, document checklist, and the language to run the meeting.
Module 8
Build Your Plan, Live
We watch you finalize a real, written tax plan on the call.
4 live calls
90 min · with Mark
30-owner cap
Real Q&A · real numbers
Lifetime access
Recordings + platform
One deliverable
Your finished tax plan
The Platform

Your tax plan, in under an hour.

Take a 10-minute quiz. We match you to clients in your exact situation. You clone their plan, with implementation guides, in a single sitting.

quiz → match → plan flow
The Plan-Match Flow10 MIN QUIZ · 1 HR TO PLAN · LIFETIME ACCESS
250+ strategies

250+ Strategies

Foundational, niche, and family-office tier — all categorized and searchable.

implementation guides

Implementation Guides

Every strategy ships with a step-by-step playbook for you and your CPA.

audit-proof toolkit

Audit-Proof Toolkit

Templates, documentation system, and audit-trail every strategy.

What You Get

The shift

Wealth-Building Mindset.

You stop reacting to tax season and start engineering around it. Tax becomes the lever you pull — not the bill you brace for. Every business decision, asset purchase, and dollar of income is positioned before it's earned, with the code working for you instead of against you.

The outcome

Keep Your Hard-Earned Money.

Not a few thousand off this April's return — six and seven figures repositioned over your earning life. The dollars you would have wired to the IRS stay inside your balance sheet, compounding into real estate, equity, and family wealth that pays you back for decades.

Outcomes

Real students. Real numbers.

Anonymized where requested. Verified outcomes from real engagements.

client photo
$350k owed$175k refund

The IRS wrote me a check this year.

Gene
Real estate investor
client photo
$1.35M liability$650k saved

Six months earlier, I'd have wiped it out.

Connor
Service business owner
client photo
Six-figure liabilityZero

My CPA had no idea this was legal. Now he does.

Dr. David
High-income surgeon
client photo
$220k owed$48k owed

I went from dreading April to running the meeting.

Sarah
Agency founder
client photo
$410k owed$112k owed

The plan paid for the course six times over in year one.

Nick
E-com operator
client photo
$185k owed$22k refund

I stopped over-paying by $50k a year, every year.

Marcus
Pro practice owner
client photo
$1.1M liability$340k saved

We restructured before the exit. Saved a generation.

Lena & James
Family business
client photo
$350k owed$175k refund

The IRS wrote me a check this year.

Gene
Real estate investor
client photo
$1.35M liability$650k saved

Six months earlier, I'd have wiped it out.

Connor
Service business owner
client photo
Six-figure liabilityZero

My CPA had no idea this was legal. Now he does.

Dr. David
High-income surgeon
client photo
$220k owed$48k owed

I went from dreading April to running the meeting.

Sarah
Agency founder
client photo
$410k owed$112k owed

The plan paid for the course six times over in year one.

Nick
E-com operator
client photo
$185k owed$22k refund

I stopped over-paying by $50k a year, every year.

Marcus
Pro practice owner
client photo
$1.1M liability$340k saved

We restructured before the exit. Saved a generation.

Lena & James
Family business
← Drag or scroll to scrub · 7 of many →

One framework.
One platform.
One decision.

Watch the free workshop. See the framework. Decide if it's for you.

Watch the free workshop →

45 minutes · no pitch until the end