In This Free Training, I’ll Reveal Everything You Need To:
Know if your CPA is actually reducing your taxes or just preparing them once a year and leaving tens of thousands on the table
Turn your biggest business expense (taxes) from a yearly surprise you dread... into a wealth accumulation strategy YOU control
Stop the late-night stress of wondering 'how much did I already overpay?'... with a clear roadmap that shows you exactly where you stand (and what you can still save)
Understand the difference between a tax preparer (what most CPAs are) and a true tax strategist (the partnership that wealthy business owners have been using for decades)
The exact strategies wealthy business owners use to slash their tax bills (home office deductions, drilling funds, cafeteria-style planning)... without needing millions in the bank or an army of advisors
Walk away with a clear checklist of what your CPA SHOULD be doing for you... so you can finally hold them accountable (or find someone who actually earns their fee)
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Female business owners paying $50K-$150K+ in taxes who feel like they're working harder than ever but watching money disappear into the IRS black hole while their CPA tells them "that's just what you owe"
Smart, successful entrepreneurs who've built something significant but are secretly terrified they've been overpaying for YEARS and have no idea what they're still missing (or if it's even legal to ask)
Business owners who are DONE being treated like 'just another client'... and want a proactive partner who actually REMINDS them of opportunities BEFORE year-end (instead of making them feel stupid for not knowing the tax code)
Women managing their family business finances or their husband's company who are overwhelmed, time-starved, and desperate for someone to advocate on their behalf without needing to become a tax expert themselves

How to know if your CPA is actively reducing your taxes and the exact questions to ask that separate true tax strategists from tax preparers (most business owners never realize their CPA isn't saving them money until it's too late)
The difference between tax prep and true tax strategy and why you DON'T have to fear the IRS, PLUS how tax laws are actually written TO BENEFIT business owners... this one shift eliminates the guilt and terror around "aggressive strategies"
Why you need an ongoing partnership instead of a once-a-year transaction and the month-by-month framework that stops the annual "surprise tax bill" panic so you can redirect money into wealth accumulation (not the IRS)
…and much more.

Mary
Mike Bate
Jason Watson

Know EXACTLY if your current CPA is actively reducing your taxes or just filing paperwork and what questions to ask so you're never left wondering "am I the only one who didn't get the memo?"

Eliminate the fear of "getting audited" or "crossing a line" and understand which strategies are IRS-approved and designed specifically for business owners like you (so you can stop leaving money on the table out of fear)

Get the month-by-month roadmap for year-round tax strategy with no more March/April panic, no more surprise bills, no more wondering if you're hemorrhaging wealth while everyone else gets ahead
When I started my career at a regional accounting firm, I thought I was doing important work…helping business owners stay compliant and avoid trouble with the IRS. But the longer I stayed, the more I noticed something that didn't sit right. These business owners were overpaying by tens of thousands every single year... and nobody was telling them. Everyone was just filing paperwork, treating taxes like a necessary evil instead of what it actually is: a wealth accumulation strategy.
The moment it really hit me was when I helped my own dad. He'd been doing everything "by the book"…but when I looked at his returns, I realized he'd been overpaying by tens of thousands. Not because he was doing anything wrong. But because nobody was proactively looking for ways to save him money. That's when I knew…every business owner needed this help.
So I left and started Phillips Business Group to give business owners the same proactive tax strategy partnerships that the wealthy have been using for decades. Over the last decade, I've helped hundreds of business owners redirect tens of thousands of dollars back into their businesses…not by doing anything shady, but by being proactive instead of reactive. On this webinar, I'm going to show you exactly how. The same systems and strategies that's helped my clients stop the annual tax bill panic and take back control of their finances.
On this webinar, I'm going to show you exactly how. The same systems, strategies, and framework that's helped my clients stop the annual tax bill panic and take back control of their finances. And I'm gonna do it in a way that actually makes sense... without making you feel like you need to become a tax expert yourself.



You'll get the EXACT questions to ask your CPA... to figure out if they're actively reducing your taxes... or just filing paperwork and collecting a check.
You'll see real-world examples of IRS-approved strategies that business owners like YOU are using to stop IRS overpayments, keep more money in their business, and take control of their finances.
You'll leave with a month-by-month roadmap... so you NEVER have to panic about surprise tax bills again.
You'll understand the difference between "tax prep" and "tax strategy"... and why that ONE shift is the key to wealth accumulation.
Peter Seffens
Adam Garling
Not at all. This webinar is EXACTLY for people like you. I'm not gonna bore you with tax code jargon or make you sit through a lecture on IRS regulations. I'm gonna show you real examples, in plain English, so you can actually SEE what proactive tax strategy looks like. My clients often say "in what world would I have been seeking out financial guidance? Never... that was not on my bingo card." But the way I break this down makes it digestible. You don't need to become a tax expert. You just need to understand what questions to ask... and what a REAL tax strategist should be doing for you. That's what this webinar is for.
Fair question. Especially if you've been burned before. Here's the thing: I'm not gonna sell you a 'one size fits all' solution on this webinar. I'm gonna show you the FRAMEWORK that my clients use to identify opportunities SPECIFIC to their business. You'll see real examples. Real numbers. Real strategies. And by the end of the webinar, you'll KNOW whether this approach makes sense for you. No pressure.
Yes. My clients span industries from construction, design-build, cosmetic surgery, oil and gas services, renovations, and more. Tax strategy isn't industry-specific…it's structure-specific. The tax code benefits BUSINESS OWNERS across all industries. If you're earning $250K+ and paying significant taxes, these strategies apply to you.
Not at all. Many of my clients are husband-wife business owner teams, solo entrepreneurs, or small operations making $250K-$750K. You don't need a massive company to benefit…you just need someone who's proactive instead of reactive. Even if you're "small," you're still likely overpaying by tens of thousands annually. That money belongs in your pocket, not the IRS.
Because most 'tax strategists' are still doing the same reactive, once-a-year BS. On this webinar, I'm gonna show you EXACTLY what a proactive tax strategy looks like. You'll see the systems. The timelines. The frameworks. And you'll understand WHY most CPAs aren't doing this for you. (Spoiler: it's not because you're a bad client. It's because they were never trained to think this way.)
We can't wait to show you how to switch from once-a-year tax prep to year-round tax strategy... so you can stop wondering if you're leaving money on the table, start keeping more of what you earn, and move forward with confidence (instead of panic every April).
© 2025, Phillips Business Group LLC