Elite Tax Strategy | CPA-Led
Stop Giving the IRS
More Than They're Owed.
If you're earning $300K or more, there's a near-certain chance your tax strategy is costing you tens of thousands every year. We fix that — legally, proactively, and completely done-for-you.
IRS-compliant strategies only
CPA-certified & licensed
No obligation, no pitch pressure
AVERAGE CLIENT OUTCOME
Your Free Tax Strategy Discovery Call
This complimentary introductory call reviews your current tax and financial situation while discussing tax-saving approaches commonly used by business owners to determine whether our customized tax planning services may be a fit.
$47,200
Review your current entity structure, compensation
Evaluate your current tax exposure and potential planning
Review common tax-saving strategies
No commitment required — leave with real insight
Average first-year savings identified per client
Limited to 7 new clients per month · Spots this month: 4 remaining
$20-100k+
Average annual tax savings per client
94%
of new clients find $10K+ in their first assessment
30-90
days to see first results after implementation
100%
IRS-approved strategies — zero gray-area risk
TRUSTED BY HIGH-INCOME PROFESSIONALS ACROSS
Medical Practices
Law Firms
Dental Groups
Real Estate Investors
Business Owners
Consultants
THE REAL PROBLEM
Your CPA Is Not
Your Tax Strategist.
Most accountants do exactly what they're hired to do: file your taxes after the year ends. By the time your return is filed, every major decision has already been made. The money is already gone.
You're not overpaying because you earn too much. You're overpaying because no one is planning ahead on your behalf.
W-2 salary not structured properly
Wrong compensation structure = massive unnecessary payroll and self-employment taxes every single year.
Missing equipment timing windows
Section 179 and bonus depreciation require intentional timing. Most owners make purchases blind, losing $20K–$80K in write-offs they can never recover.
No retirement tax shelter in place
High earners without a Cash Balance or 401k plan are gifting the IRS $20K–$60K in avoidable taxes annually.
Year-end surprises instead of year-round strategy
Quarterly tax planning vs. an April panic. One costs nothing extra. The other costs tens of thousands.
Your entity structure is draining you silently
S-Corp, LLC, PLLC — structure matters enormously. Most high earners are in the wrong one for their income level.
OUR APPROACH
The Profitax Private
Client SystemTM
This isn't tax prep. This is an ongoing, proactive tax-reduction partnership — updated every quarter around your income, your business, and your goals.
REACTIVE CPA (WHAT MOST PEOPLE HAVE)
Files your taxes after the year ends
Gives no guidance between April and next April
Can only report the damage — can't undo it
No plan for equipment, retirement, or entity structure
Profitax Private Client SystemTM
Active year-round tax planning and strategy
Quarterly reviews and updated recommendations
Done-for-you implementation — nothing falls through
Covers entity, compensation, retirement, depreciation, and more
The 2-Step System
Built for busy high-earners who want results — not more spreadsheets
STEP 1: Customized Tax Savings Assessment Plan
Deep-dive assessment of your current setup. Every missed opportunity identified. Clear written plan with dollar amounts attached.
STEP 2: Done-For-You Implementation
We don't just tell you what to do — we do it. Entity adjustments, retirement design, compensation restructuring. You approve; we execute.
Quarterly Strategy Updates
Your plan is refreshed every 90 days as your income and goals evolve. No surprises. No April shock.
Unlimited CPA Access
Call or email any tax question at any time. No hourly billing. No hidden invoices. One flat fee covers everything.
WHAT YOU GET
The Tax Savings
Assessment
A customized Tax Savings Assessment that finds the exact path to get
you the savings you want — built around your unique situation, income, and goals.
1-on-1 Deep Dive Into Your Taxes
We work together one-on-one to fully understand your unique tax situation — nothing is assumed, everything is customized.
Learn about your type(s) of income
Learn about your investments
Learn about your family situation
Learn about your financial goals
Fully personalized — no templates
2-Year Retroactive Tax Assessment
We conduct a thorough review of your past two years of tax returns to uncover what's been costing you.
Identify missed opportunities and overlooked deductions
Ensure accuracy across both returns
Uncover potential refunds you may be owed
Most clients find missed savings immediately
Projected IRS Tax Liability
We review your current year financials to accurately project the exact amount you will owe the IRS — so there are zero surprises.
Identify opportunities to minimize your liability now
Optimize your tax savings before the year closes
Clear projection so you can plan with confidence
No more April shock
Personalized Tax Savings Plan
We craft a custom plan with proven strategies to reduce your tax liability and maximize your savings — specific to you in every way.
Specific to your unique tax situation
Specific to your current tax liability
Specific to your investment strategy and goals
Your roadmap to keeping more of what you earn
Tax Savings Assessment — Everything Above, Included
One-on-one deep dive · 2-year retroactive Assessment · Projected IRS liability
· Personalized savings plan. Everything you need to take the first real step toward tax savings.
$2,975
$2,475
One-time investment · No subscription required
THE VALUE STACK
What This Would Cost
Buying It À La Carte
We've built an all-in system that replaces 4–5 separate professionals most high earners pay for individually — or go without entirely.
Quarterly Tax Strategist (standalone)
$6,000–$12,000/yr
S-Corp Compensation Optimization (one-time)
$2,500–$5,000/yr
Retirement Plan Design + Setup
$3,000–$8,000/yr
Annual Tax Prep (CPA-level, complex return)
$3,000–$6,000/yr
Bonus Depreciation / Sec. 179 Planning
$1,500–$4,000/yr
Unlimited CPA Access & Monitoring
$4,000–$10,000/yr
Combined market value
$20K-$45K/yr
MOST POPULAR - TAX ASSESSMENT PLAN
Customized Tax Savings Plan
One on one deep dive into your taxes and develop a personalized tax savings plan
One-Time Tax Assessment & Savings Plan Fee- STEP 1
$2,475
Flate rate. No Hourly billing. No surprises
Implementation of Tax Savings Plan- STEP 2 (Additional fees apply)
Quarterly Tax Blueprint (Refreshed very 90 days)
S-Corp compensation optimization
Retirement structure design & management
Section 179 & depreciation timing
Annual tax return preparation & filing
Unlimited CPA access year-round
Quarterly financial review meetings
Priority support & tax notice handling
ALSO AVAILABLE
Tax savings Implementation and Plan Update
Implementation of tax savings identified in the tax assessment
Tax Plannning and Business Tax Newsletters
Free with Tax Assessment Plan
Client Testimonials
What Clients Say After
Their First Year
"I had been with the same CPA for 9 years and thought everything was fine. Within 60 days, we found $62,000 in missed savings — just from restructuring my compensation and timing one equipment purchase correctly."
"I used to dread April. Now I actually look forward to tax season because I know exactly where I stand. Christeen and the team walk me through everything quarterly so nothing is ever a surprise."
"With a Cash Balance plan, I could shelter $140K more per year than I was. The fee paid for itself in the first 3 months. I didn't know this option was available to me."
"What impressed me most wasn't just the savings — it was how little time I spent. I review a one-page update each quarter and the team handles everything."
"I used to dread April. Now I actually look forward to tax season because I know exactly where I stand. Christeen and the team walk me through everything quarterly so nothing is ever a surprise."
REAL RESULTS
Numbers From Real
Engagements
All savings use 100% IRS-approved strategies. Results vary by client Situation.
$67,475
Saved in 12 months
Multi-Location Pediatric Dental Practice
Strategic timing of equipment purchases, S-Corp compensation adjustment, and a new Cash Balance plan — all in Q1.
Section 179
S-Corp Optimization
Cash Balance Plan
32% → 24%
Effective tax rate reduction
Orthodontic Group (3 Locations)
Quarterly planning, a complete entity review, and a redesigned retirement structure dropped their effective rate by 8 percentage points — worth $50K+ annually.
Quarterly Planning
Retirement Design
Entity Review
$44,800
Year 1 savings
Independent Law Firm Owner
$44,800 found in the first year — primarily through retirement restructuring and compensation strategies.
Retirement Planning
Solo 401k
Compensation Fix
Licensed CPA — State of Texas
10+ Years Tax Strategy Experience
Specialized in High-Income Business Owners
ABOUT THE FIRM
This Isn't a Tax Prep Shop.
It's a Strategy Firm.
My name is Christeen Seymour. I'm a licensed CPA with over a decade working exclusively with high-income professionals and business owners who are tired of being reactive about their taxes.
I built Profitax because I kept seeing the same pattern: brilliant, hardworking professionals earning hundreds of thousands — sometimes millions — while giving the IRS far more than they legally owed. Not from carelessness. Simply because no one was watching their numbers year-round.
The Profitax Private Client System is what I wish every high earner had from day one. It's proactive, personalized, and done-for-you. My team and I treat your tax situation the way a CFO treats a company's finances — with constant attention, not an annual panic.
If you've never had a CPA who proactively calls you with opportunities — that's about to change.
HOW IT WORKS
From Zero to Strategy
in 4 Simple Steps
Most clients are fully onboarded and have their Tax Savings Blueprint within 10 business days.
01
Free Tax Strategy Discovery Call
We review your current tax setup, income level, and identify the biggest gaps. No obligation — just clarity.
02
Tax Savings Blueprint
Your personalized
written plan with dollar amounts and priorities clearly mapped out.
03
Done-For-You Implementation
We execute the changes — entity structure, retirement setup, compensation adjustments. You approve; we execute.
04
Quarterly Check-Ins
We meet every quarter to review, adjust, and find new savings as your situation evolves.
Newsletter
Tax Strategy Tips That Could
Save You Thousands
Join 3,400+ high-income professionals who get our weekly tax
strategy newsletter — actionable insights, IRS updates, and savings
ideas delivered straight to your inbox.
Weekly tax-saving tips
IRS law changes explained
Entity & retirement strategies
No spam, ever
We respect your privacy. Unsubscribe anytime. No spam — ever.
STOP WAITING. START SAVING.
The IRS Isn't Waiting.
Neither Should You.
Every month without a proactive tax strategy is money you can't get back. One call could identify $20K, $50K, or $100K you didn't know you were losing.
⚡ Only 4 consultation spots remain for this month. Once they're gone, the next availability is June.
Licensed Texas CPA
IRS-legal strategies
No long-term contracts
$10K minimum savings potentially identified
Or Call us directly
(281) 969-7976
Mon–Fri · 9am–5pm CST · Christeen Seymour CPA PLLC
COMMON QUESTIONS
Questions Most Clients
Ask Before They Start
How is the different from my current CPA?
Most CPAs are hired to file your taxes accurately — not to reduce them proactively. We spend the entire year finding legal ways to lower your tax bill before decisions are made. By the time your current CPA sees your return, the opportunities are already gone.
Will I have to fire my current accountant?
Not necessarily. Many clients keep their bookkeeper or payroll CPA in place for day-to-day tasks, while we handle strategy, optimization, and proactive planning. If you want fully consolidated service, our CFO plan covers everything.
How quickly will I see results?
Most clients identify significant savings in the very first consultation. Structural changes typically produce results within 30–90 days, with full annual savings realized over 12 months.
Is this only for doctors and dentists?
No. While we have deep expertise in medical and dental practices, the Profitax system works for any high-income professional or business owner earning $300K+. Attorneys, consultants, real estate investors, service business owners — all apply.
Are these strategies legal? Will this trigger an assessment?
Every strategy we implement is 100% IRS-approved and follows established tax code. We never recommend gray-area tactics. We help you use the exact tools the tax code was designed to provide — most high earners simply don't know they exist.
How much time will this take from me each month?
Very little — by design. Most clients spend less than 1 hour per month reviewing updates. We handle all implementation and monitoring behind the scenes. Your job is to approve. Our job is to execute.
Is there a long-term contract?
No. All plans are month-to-month. We don't lock clients in — we just deliver enough value that they never want to leave. The average client stays 4+ years because the ongoing savings consistently exceed the cost.
What if I already have an S-Corp set up?
Good — but most S-Corps are not set up correctly for maximum savings. We assessment your compensation structure, W-2 vs. distribution mix, and payroll flow. Many clients with existing S-Corps discover $8K–$30K+ in additional savings they've been missing for years.
Christeen Seymour CPA PLLC · Licensed in Texas · All strategies follow IRS-approved tax code. Results vary by individual situation.
© 2025 Christeen Seymour CPA PLLC · Profitax is a branded tax strategy system · Tax savings are client-specific and not guaranteed · Always consult a qualified professional for your individual situation.