Keep More Of What Your Business or Organization Earns.

We help businesses, schools, universities, unions, and other organizations reduce unnecessary taxes and improve long-term, tax-efficient cash flow.

When you properly structure your business and benefits, you can deploy decades‑old Fortune 500 strategies that go far beyond the limited tactics most CPAs typically offer. The smartest place to start is with the money leaking out the back door in taxes.
Once you fix those “leaks,” tax‑efficient cash flow is permanently restored to your business.

Even if you’re “tax‑exempt,” you may still be sending more to the IRS than required through payroll, benefits, and plan design. Tax Protection Plan helps you keep more of that money working for your people.

Who We Help

From privately held companies to nonprofits — we help organizations reduce unnecessary taxes and improve long-term cash flow.

Business Owners and Privately Held Companies

Owners who have grown beyond basic tax prep and want to stop losing profit to avoidable taxes. We review structure, compensation, and benefits to restore tax‑efficient cash flow to the business and the owner.

This is the Owner Business Quadrant.
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Schools and Universities

Educational institutions that consider themselves tax‑exempt but still carry significant employer tax and benefit costs. We help align compensation and benefit plans with the tax code so more dollars stay available for staff and students.

This is the Advanced Business Quadrant.
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Unions and Membership Organizations

Labor unions and member‑based organizations that fund benefits, stipends, and programs for their people. We look for ways to reduce taxes tied to those commitments so you can deliver more value without increasing dues.

This is the Advanced Business Quadrant.
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Non‑profits and Other Tax‑exempt Entities

Charities, foundations, faith‑based organizations, and other entities that do not pay income tax but still pay taxes on wages and benefits. We focus on redesigning plans so less money leaks out in taxes and more supports your mission and your team.

This is the Advanced Business Quadrant.
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Why Organizations Work With Us:

We help to stop losing money to unnecessary taxes.

Tax is not just a filing issue —
it is a major controllable cost.

We help businesses and tax-exempt organizations reduce unnecessary taxes, recover money being lost through inefficient design, and create a more tax-efficient path forward using IRS-approved strategies.

Our work is supported by a best-in-class team of CPAs, tax attorneys, ERISA and compliance experts, and independent advisors who evaluate the full picture, not just the return.

IRS-approved
Tax Efficiencies

We use IRS-approved strategies to stop money from leaking out through inefficient structure, compensation, benefits, and plan design.

Audit Liabilty Coverage

In many cases, we offer Audit Liabilty Coverage. In the unlikely event of an audit, our ERISA and compliance professionals protect your organization from unexpected costs tied to audits, inquiries, and tax notice response.

Built by Legal and Compliance Experts

Rely on a best-in-class team of tax attorneys and ERISA compliance experts to help structure plans correctly from the start.

What is the Tax Efficiency Quadrant?

This two-minute video explains:

Schedule Your Free
Tax Strategy Review

See how a smarter structure — not just better tax prep — can reduce tax drag and keep more money working inside your business or organization.
Talk to a Tax Strategist

A Winning Strategy

Contact
inquire@taxprotectionplan.com(720) 605-1864Todd Thomae
todd@taxprotectionplan.comMike Wilson
ChFC, CLU, MBA mike@taxprotectionplan.com

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