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Private Tax Plan

Most firms offer tax advice. We deliver a measurable plan—one that evolves with your business and your life.

Your Private Tax Plan is a tangible, data-driven framework that translates strategy into results. It’s not theory, not vague ideas, and not another one-time project.

It’s your personalized financial operating system—the foundation that connects tax, investing, compensation, business value, and estate strategy into one cohesive, proactive plan.

 

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Private Tax Strategy

3 Core Documents

Your Private Tax strategy is built on three core documents that ensure alignment, transparency, and clear results; The Private Tax Plan, The Enterprise Scorecard, and The Relationship Scorecard. As your business grows, we regularly review and update these tools to keep your goals—and our partnership—on track.

private tax plan

Private Tax Plan

Your multi-year roadmap for tax and financial efficiency. It defines where you are, where you’re going, and how each decision—entity structure, compensation, investments, estate strategy—drives your long-term outcomes.

enterprise scorecard

Enterprise Scorecard

Your performance dashboard.It tracks your tax savings, enterprise value growth, and financial performance against prior years, budgets, and industry benchmarks—turning every strategy into measurable impact.

relationship scorecard

Relationship Scorecard

Your accountability tracker. It measures our responsiveness, deliverables, and ROI so you can see exactly how our work translates into tangible results. We stay transparent, you stay informed.

Private Tax Plan

Built to Evolve, Designed to Deliver

Your Private Tax Plan isn’t static. It grows and adapts alongside you.

As your business expands, your compensation changes, or your family priorities shift, we update the plan, re-model projections, and adjust strategies in real time.

It’s actively managed, not archived.

Each year, we review your progress through, Quarterly and annual reviews, Tax projection updates, Scorecard tracking and benchmarking

Too many firms react to what’s already happened.

Your tax strategy should be designed, not discovered.

We plan ahead—so you can make smarter decisions before year-end, not after. This proactive approach allows you to control outcomes instead of reacting to them, ensuring every move you make is intentional and tax-efficient.

And, if we don't perform, we don't get paid. Period.

 

Don't Wait, Set Up A Time To Talk With Our Team Today.

Every dollar you pay in taxes is a dollar you won't be able to invest in your future. A 15-minute call could change your financial future.

Get A No-Cost Tax Assessment
Your First 90 Days

Intentional, Measurable, Scalable

weeks 1-2

You’ll meet your Private Tax team to align on goals, establish secure communication through your client portal, and review your current tax position. Together, we’ll create draft versions of your Private Tax Plan, Enterprise Scorecard, and Relationship Scorecard—laying out clear priorities, measurable objectives, and the framework for your success.

Weeks 1-2

weeks 3-4

We analyze your upcoming year’s tax and financial position, identifying refinements to structure, compensation, and accounting methods that maximize efficiency. We also prioritize quick-win strategies that can be implemented immediately to deliver measurable results right away.

Weeks 3-4

weeks 5-8

We move from planning to action—executing the first set of recommendations and putting your strategy into motion. Your three core documents are finalized and activated, creating a clear framework for tracking progress. From there, we establish an ongoing reporting cadence and accountability metrics to ensure your plan stays measurable, proactive, and results-driven.

Weeks 5-8

Private Tax Plan

A Different Kind of Experience

Your Private Tax Plan isn't siloed.

We build or integrate your team—CPAs, attorneys, bankers, wealth managers—so that every professional is aligned around one unified strategy.

You’ll never be the project manager again. We coordinate, communicate, and hold every player accountable to your plan.

The result: fewer surprises, faster implementation, and better after-tax outcomes.

 

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Our Clients

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 coach business owners to really implement critical strategies…they can look at your operation, figure out your returns, and then figure out the efficiencies that you can implement in order to save money."

Jonas Angus, President

TPE Solutions

"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

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Better Plan, Better Results

When you keep more of what you earn, you have more to invest in your business, your family, and your future. Start building a stronger future today.
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