The Tax Strategy Room: Free Masterclass · Thu, Oct 29 at 7:30 PM ET Register free →
Tax Blueprint Analysis

One Session.
A Custom Plan.
A Fraction Back.

Most people read a guide and do nothing. This session makes sure that doesn't happen to you. In 60 focused minutes, we'll build a tax strategy around your numbers and show you exactly what to do first.

✓
Full 60-minute 1-on-1 strategy session with an ALG Blueprint strategist
✓
Custom tax savings estimate based on your actual situation
✓
Written action plan with prioritized next steps
✓
Identification of every applicable strategy from the guide
✓
$300 credited toward services if you move forward
📅 Book My Analysis: $300 Start with a free 15-min call first →
Limited Availability
Tax Blueprint Analysis
60-Minute Deep-Dive Strategy Session
$ 300 One-time
session fee
What's Included
✓60-min 1-on-1 Google Meet session
✓Custom tax savings estimate
✓Written strategy action plan
✓Entity structure review
✓Recording of your session
✓Follow-up summary email
🆕 $300 Credit Toward Services

If you choose to move forward with ALG Blueprint after your session, the full $300 is credited toward your first month of advisory services. It's not a cost. It's a deposit on your future savings.

Book My Analysis: $300 → See the situations we help with →
✓ $300 fully credited if you join our advisory program
What You Get

Everything You Need to Start Saving Immediately

This isn't a sales call. It's a working session. You leave with a real plan, not a pitch deck.

01
🔍

Tax Situation Audit

We review your current income structure, entity type, filing status, and existing deductions to find what's being missed before we build anything new.

02
📈

Custom Savings Estimate

We run the actual numbers on your situation, not generic ranges. You'll know exactly what each applicable strategy is worth to you this year.

03
📋

Written Action Plan

A prioritized, step-by-step roadmap of what to do first, what to do next, and what deadlines matter. Sent to your inbox within 24 hours of your session.

04
🏛

Entity Structure Review

We'll assess whether your current business structure is costing you money, and whether an S-Corp election, new LLC, or restructuring makes sense.

05
🎥

Session Recording

Your full 60-minute session is recorded and sent to you. Review it anytime, share it with your accountant, or use it as your strategic reference document.

06
🆕

$300 Applied to Advisory

If you decide to work with us after your session, the $300 is credited in full toward your advisory engagement. You're not paying for a session. You're making a down payment on savings.

How It Works

Simple. Fast. Actionable.

1

Book & Pay

Complete your $300 payment through our secure Stripe checkout. You'll be redirected to schedule your session instantly.

2

Complete Your Intake

Fill out a short intake form so we can review your situation before the call. Takes 10 minutes. Saves 20 on the session.

3

60-Min Session

Google Meet call with your ALG Blueprint strategist. We work through your numbers together in real time.

4

Get Your Plan

Receive your written action plan and session recording within 24 hours. Start implementing immediately.

What You Get, and When

Know the scope before you pay for it

Tax planning shouldn't show up as an upsell after a big bill. Each stage is separate, you know what it includes and what it costs before it starts, and nothing moves forward until you say yes.

Stage 1

Intro Call

Is there something worth reviewing?

A 15-minute conversation about your income, your business, and what prompted you to reach out. You get a straight answer on whether a deeper review makes sense right now.

FreeNo obligation
This page
Stage 2 · Diagnosis

Tax Blueprint Analysis

What is driving your tax position?

A 60-minute working session on your actual numbers, a savings estimate, an entity review, and a written action plan within 24 hours. You keep all of it whether or not you continue.

$300Credited in full if you move forward
Stage 3 · Strategy

Your Tax Strategy

What should change, and in what order?

A custom plan built around your structure, owner pay, estimated payments, and the decisions coming up in your business, sequenced by what matters first.

Quoted in writingAfter your Analysis, before work begins
Stage 4 · Implementation

Implementation and Check-ins

How do we put it in place?

Hands-on support carrying out the plan, with check-ins through the year so the conversation happens before a decision, not after the bill arrives.

Agreed in writingScope and fee set before work starts

You always know which stage you're in. Diagnosis, strategy, and implementation are never bundled into one surprise invoice.

Common Questions

Before You Book

Is this really just $300, no hidden fees? +
Yes. The analysis session is a flat $300. There are no upsells during the call, no surprise charges, and no obligation to continue. If you choose to move forward with advisory services, the $300 is credited in full.
What if I decide not to move forward with advisory services? +
No problem at all. You still walk away with your full written action plan, session recording, and savings estimate. The $300 covers the full value of the session regardless of what you decide next.
How is this different from the free 15-minute call? +
The free call is a quick introduction: we identify if there's an opportunity and whether we're a good fit. The $300 analysis is a full working session where we actually build your plan, run your numbers, and give you everything in writing.
What do I need to prepare before the session? +
After booking you'll receive a short intake form. We'll ask for your most recent tax return, a rough breakdown of your income sources, and your current business structure. That's it. We handle the rest.
How quickly can I get scheduled? +
We typically have availability within 3–5 business days. After your payment is confirmed you'll be redirected to our scheduling page to pick a time that works for you.

Stop Leaving Money
on the Table.

Every month without a plan is money you're not getting back. One session changes that, and it costs less than one hour of a tax attorney's time.

$300
One-time  ·  60 minutes  ·  Fully credited if you join
📅 Book My Tax Blueprint Analysis
✓ $300 credited toward advisory services if you move forward