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Tax Strategy Review

No Cost Tax Strategy Review

It's a new tax year, is your plan optimized? Confirm your email to schedule your no cost peer tax assessment. Our assessment will:
  • Pressure-test your plan
  • Identify silent “tax leaks” that show up as your firm grows
  • Leave with clear next steps (or confidence you’re already optimized)

No cost, no obligation. We will either confirm your plan is solid or identify potentially significant opportunities. Two outcomes, both good.

 
Tax Peer Review

Frequently Asked Questions

You’re an owner, partner, CEO, CFO, or COO. Your firm has scaled, added partners, expanded service lines, or expanded across states. You’re making big decisions this year (comp, hiring, growth, succession, exit planning). You want coordinated strategy—not last-minute scramble

Yes—no cost, no obligation. It’s a fast way to confirm whether there’s meaningful opportunity. If there is and you'd like us to help, we can, if there isn't we will tell you.

Not at all. Our review doesn’t replace your CPA—it reduces blind spots and helps coordinate strategy.

Either (1) we confirm you’re in great shape, or (2) we recommend the right next steps to quantify and implement.

Tax Peer Review

Professional Risk Management

In most industries 3rd party or peer review is risk management. In tax and business strategy, risk includes:

  • Missed credits/incentives
  • Entity + comp structures that no longer fit your growth
  • Multi-state exposure creeping up quietly
  • Timing decisions made after the window closes
  • Advisors working in silos
Our Tax Strategy Review is a second set of eyes to confirm what’s solid—and redline what’s not.
Learn More
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5000
+
Clients
6
Billion+
$ Saved
77
%
Of all meetings lead to reduction

One Big Beautiful Bill

For business owners, The One Big Beautiful Bill Act is loaded with opportunity - if you adapt your plans to take advantage of them.

Far too many people haven't taken a hard look at their plans to ensure they are leveraging the new provisions. 

Download our Big Beautiful Cheat Sheet to find out what's in the bill for you.

The Big Beautiful Cheat Sheet
Our Work

What Our Clients Say

"The Cunningham team has a very unique approach…more than anything else, they listened. The team really wanted to understand where I saw challenges and gaps. It’s much more consultive and detailed."


Warren Dietel, Owner

Puff N' Stuff Catering

"They saved me hundreds of thousands of dollars in taxes. Hundreds of thousands of dollars This is no joke...this is real."

 



Mark Hulbert, President

Hubert Homes

"There’s a peace of mind that comes from knowing that the person that is making the advisory recommendations is also going to be the hub to communicate with other entities that I’m working with."

Brian Sump, Owner

Urban Autocare

Two Outcomes. Both Good.

We will either confirm that you're in great shape or identify costly errors and oversights. Set up your Peer Review today.