Align Your Business, Ownership, And Investments With A Complete Tax Strategy

Turn scattered tax moves into one plan that lowers tax drag and builds real, after‑tax wealth from your business success.

Tax Protection Plan is a group of best‑in‑class tax efficiency experts whose sole purpose is reducing taxes for businesses, schools and universities, organizations and unions, and non‑profits. We focus on tax efficiency first—rescuing money from the tax system using IRS guidelines and keeping money out of the tax system forever through better alignment of assets, revenue, and plan design.

Our team includes CPAs, tax attorneys licensed to practice in U.S. Tax Court, ERISA and compliance experts, third‑party administrators, and independent advisors who analyze your full financial picture and renegotiate wherever possible to capture every available efficiency.

Reduce taxes for businesses, schools, unions, and non‑profits by treating tax as a major controllable cost.
Rescue money from the tax system using IRS‑approved strategies, then keep it out permanently with smarter plan design.
Leverage a best‑in‑class team of CPAs, tax attorneys, ERISA and compliance experts, and independent advisors focused solely on tax efficiency.
Analyze your full financial picture, then realign assets, revenue, and contracts to capture every available tax efficiency.

Testimonials

What people are saying about Tax Protection Plan™

As a physician and business owner, I’m often working to find ways to improve our business's bottom line. When we were first introduced to the TPP tax efficient strategies it seemed too good to be true. I couldn't help but wonder why I had never come across these strategies before and why my CPA had never mentioned them. After going through the efficiencies audit and deciding to move forward (which turned out to be a great decision, as the savings more than covered the fee within the first year), I have been thoroughly impressed with how the TPP team educated my current CPA and legal experts. This has resulted in thousands of dollars of tax efficiencies every year, and even a one-time efficiency of over $200,000 last year.

Dr. Brett, Medical Practice Owner

I have had the privilege of collaborating with Todd and the Tax Protection Plan team for over ten years, serving numerous clients. The TPP team has consistently proven to be a reliable and invaluable resource. As busy professionals, we often lack the time and expertise to thoroughly research and develop strategies to help our clients optimize their tax compliance and efficiency. Thankfully, by partnering with the TPP team, we have been able to implement tax-saving measures that have resulted in savings of hundreds of thousands of dollars for our clients each year. Additionally, the TPP team has been a tremendous asset in rare instances of audits, providing valuable support and guidance.

Shannon, CPA/Owner

As the leader of a public school system, my primary responsibility is to find ways to make the most of our limited and ever-shrinking annual budget. One of our main goals is to enhance the benefits we offer to our dedicated employees. I am grateful to have found a solution with the help of the TPP team. They assisted us in implementing an additional benefits package that has been extremely well-received by our employees. Not only that, but it has also resulted in significant savings on our payroll taxes. Thanks to this new program, our employees now have access to exceptional benefits and wellness programs. The best part is that this program seamlessly integrates with our current health plan, providing our employees with immediate financial benefits and improving the claims experience of our major medical plan. The funds that have been recaptured have played a significant role in addressing the shortfall in our yearly budget.

Tim, Public School System Administrator

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