Elite Tax Strategy | CPA-Led
Stop Giving the IRS
More Than They're Owed.
If you're earning $300K or more, your tax situation may include planning opportunities that are easy to miss without proactive review. We help you identify those opportunities, understand their potential impact and decide which next steps fit your circumstances.
IRS-compliant strategies only
CPA-certified & licensed
No obligation, no pitch pressure
PERSONALIZED TAX ASSESSMENT
Your Free Tax Strategy Discovery Call
Learn how the $2,497 Assessment works, what happens after purchase and how post-Assessment options are handled.
Understand Your Next Step
Share your income, entity and current planning concerns
See exactly what the Tax Savings Assessment includes
Learn how the Assessment Fee Guarantee works, subject to the written terms
No commitment — ask questions and decide with clarity
Potential opportunities identified through a personalized Tax Savings Assessment.
Some strategies — including retirement plan setup, entity changes and equipment-purchase timing — may require action before year-end. Starting early provides more time to evaluate and implement appropriate recommendations.
Results Vary
Potential savings vary based on income, entity structure, prior tax planning, available strategies and successful implementation. Individual results are not guaranteed.
Personalized
Assessment of potential tax-saving opportunities
Varies
Implementation timing depends on the strategies selected and actions required
100%
Tax strategies evaluated under applicable law
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 PROFITTAX Tax Savings Assessment
Start with a comprehensive CPA-led assessment of your current tax situation. We identify potential tax-saving opportunities, project your tax liability, review your prior two years of returns and deliver a personalized written Tax Savings Plan with prioritized recommendations.
TRADITIONAL TAX PREPARATION
Primarily focuses on filing completed-year returns
May provide limited forward-looking planning during the year
Reports historical results after key decisions have been made
May not include entity, compensation or retirement-plan analysis
PROFITTAX Tax Savings Assessment
Review of your current tax situation
Review of your prior two years of returns
Projection of your current-year tax liability
Identification of potential tax-saving opportunities
Personalized written Tax Savings Plan
How the Engagement Works
Complete the Assessment first. Then decide how to implement your plan.
STEP 1 — Tax Savings Assessment | $2,497 One-Time
We identify potential tax-saving opportunities and build your personalized written Tax Savings Plan.
STEP 2 — Choose How to Implement Your Plan
After your Assessment, you may implement the plan yourself. When appropriate, you may be invited to our optional, separately priced annual PROFITTAX Planning and Implementation Program.
THE VALUE STACK
AREAS YOUR TAX SAVINGS ASSESSMENT MAY REVIEW
Your CPA-led Assessment reviews the planning areas most relevant to your circumstances and organizes potential opportunities into a personalized written Tax Savings Plan.
Current-Year Tax Projection
Reviewed as applicable
S-Corp Compensation Structure
Reviewed as applicable
Retirement Plan Opportunities
Reviewed as applicable
Prior Two Years of Tax Returns
Reviewed for planning opportunities
Equipment and Depreciation Timing
Reviewed as applicable
Implementation Priorities and Next Steps
Included in your written plan
Tax Savings Assessment
$2,497 one-time
TAX SAVINGS ASSESSMENT — $2,497 ONE-TIME
Customized Tax Savings Plan
STEP 1: Tax Savings Assessment (One-Time Fee)
$2,497
Flat rate. No hourly billing. No subscription.
🛡️ Assessment Fee Guarantee: If we do not identify at least $10,000 in potential tax-saving opportunities during your Tax Savings Assessment, we will refund your $2,497 Assessment fee, subject to the written guarantee terms.
OPTIONAL NEXT STEP — INVITATION ONLY AFTER ASSESSMENT
Not included in the $2,497 Assessment. It cannot be purchased separately. Scope and pricing depend on Assessment findings.
AFTER YOUR ASSESSMENT
Implement independently, or—if invited—review a separate annual implementation proposal based on your plan.
12 Months of PROFITTAX Insider Included at No Additional Cost
WHAT YOU GET
The Tax Savings
Assessment
A customized Tax Savings Assessment that identifies potential tax-saving opportunities and provides a personalized plan based on your 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
A prior-year review may reveal missed planning opportunities or items that deserve further evaluation.
Projected IRS Tax Liability
We review your current-year financial information to estimate your potential federal tax liability and identify planning opportunities before year-end.
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
$2,497
One-time investment · No subscription required
REAL RESULTS
Numbers From Real
Engagements
Planning recommendations are based on applicable tax law and the facts provided. Results vary by client situation and successful implementation.
$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.
Christeen Seymour is a licensed CPA with over a decade of experience serving high-income professionals and business owners. The CPA-led Tax Savings Assessment reviews your situation and delivers a personalized written plan. After the Assessment, you may implement independently or, when appropriate, be invited to an optional, separately priced annual PROFITTAX program. The annual program is not included and cannot be purchased without completing the Assessment.
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
01 — Purchase Your Tax Savings Assessment
Start with the $2,497 one-time CPA-led assessment.
02
Complete Your Tax Deep Dive
We review your tax returns, current-year financial information, income structure and planning opportunities.
03
Receive Your Personalized Tax Savings Plan
You'll receive a written roadmap identifying potential savings opportunities, priorities and recommended next steps.
04
Decide What Happens Next
Implement the recommendations yourself or, when appropriate, consider an invitation to our optional, separately priced annual PROFITTAX program.
PROFITTAX Insider
CPA-Curated Tax Planning Insights
Join the many high-income professionals who get our weekly CPA
curated tax strategies — 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.
A proactive review can help identify potential planning opportunities before important deadlines pass. Start with the free PROFITTAX Opportunity Score or purchase the CPA-led Tax Savings Assessment when you are ready.A proactive review can help identify potential planning opportunities before important deadlines pass. Start with the free PROFITTAX Score or purchase the CPA-led Tax Savings Assessment when you are ready.
Licensed Texas CPA
Strategies evaluated under applicable law
No long-term contracts
$10K minimum savings potentially identified
Several planning strategies — including retirement plan setup, entity changes and equipment-purchase timing — may require action before year-end. Starting early provides more time to evaluate and implement appropriate recommendations.
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 this 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?
The Tax Savings Assessment is designed to identify potential tax-saving opportunities and provide your personalized plan. Implementation timing varies depending on the strategies identified, your circumstances and the actions required.
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 IRS audit?
We evaluate planning strategies under applicable tax law and your specific facts. No legitimate tax strategy can guarantee that a return will not be selected for IRS review, but we do not recommend unsupported or intentionally aggressive positions.
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. The Tax Savings Assessment is a one-time $2,497 engagement with no subscription or long-term contract required. If you later choose to engage our firm for implementation or ongoing planning, those services and fees will be discussed separately.
What if I already have an S-Corp set up?
An existing S-Corp may still benefit from review. We assess your compensation structure, W-2 and distribution mix, payroll flow and supporting documentation to identify potential planning opportunities.
Christeen Seymour CPA PLLC · Licensed in Texas · Planning recommendations are evaluated under applicable tax law. Results vary by individual situation.
Christeen Seymour CPA PLLC
7070 Knights Ct, Ste 504, Missouri City, TX 77459
Phone: 281-969-7976
© 2026 Christeen Seymour CPA PLLC · Tax savings are client-specific and not guaranteed · Always consult a qualified professional for your individual situation.