Tax Savings Calculator

Your Tax Profile

Fill in the details below to estimate your potential savings through proactive tax planning.

Filing Status

Annual Income ($)

Business Entity Type

Number of Rental Properties

Total Rental Property Value ($)

Current Retirement Contributions ($)

Do you have an accountable plan?

Do you use the Augusta Rule?

Has a cost segregation study been done?

Your Estimated Savings

📊 Enter your information and click Calculate to see your estimated tax savings.

Estimated Annual Tax Savings

3-Year Amendment Recovery

Total First-Year Benefit

Savings Breakdown

Cost Segregation Savings $0

S-Corp Election Savings $0

Retirement Optimization $0

Accountable Plan Savings $0

Augusta Rule Savings $0

ROI on $7,800 Advisory Fee

0:1

0% return

This calculator provides estimates for educational purposes only. Actual tax savings depend on your complete financial situation and may vary. Consult a qualified tax professional before making tax decisions.

Frequently Asked Questions

Do you work with clients outside Montana?

Yes. We work with clients nationwide from our office in Billings, Montana. Federal strategy is identical across states, and we coordinate state-specific issues including pass-through entity tax elections, nexus, and residency wherever clients operate.

How do you charge for advisory work?

Advisory engagements are quoted as a fixed fee based on scope, with cost segregation studies and entity return work priced separately. Pricing is set before work begins so the value of a strategy can be weighed against its cost.

How quickly can strategies be implemented?

It depends on the strategy. Entity elections, retirement plan adoption, and accountable plans can often be put in place quickly, while cost segregation studies typically take several weeks and material participation positions require a full year of documentation.

What does a tax advisory engagement include?

A prior year review to identify recoverable overpayments, a forward-looking plan quantifying each recommended strategy, implementation support including entity filings and plan documents, and ongoing coordination so decisions are made during the year rather than reconstructed afterward.

Ready to See Your Exact Savings?

This calculator provides estimates based on general tax rules. Your actual savings depend on your complete financial picture. Schedule a free consultation with our team to get a personalized analysis.

Schedule Your Free Consultation