Investment

One report.
Decades of savings.

A single personalized blueprint — built from the same strategies wealth managers charge thousands to deploy — for a one-time fee that pays for itself many times over.

Personal Tax Strategy Report

$397

One-time · Delivered in 48 hours · Money-Back Guarantee

  • Personalized analysis of 30+ proven tax strategies
  • Step-by-step implementation guide for each strategy
  • Ranked by savings impact for your situation
  • Covers income, assets, business, lifestyle & goals
  • Back taxes & IRS resolution analysis
  • CPA-ready format — bring it to your accountant
  • Money-back guarantee — save more than $397 or refund
Get My Report — $397

6-Month Strategy Update

$147

For existing report holders · Refreshed analysis every 6 months

  • Refreshed strategy report based on your updated profile
  • Accounts for new tax law changes each year
  • Highlights new opportunities since your last report
  • Adapts to major life changes (marriage, business, property)
  • Priority 24-hour delivery
  • Exclusive client-only strategy library
Available to Report Holders Only

Purchase your Tax Strategy Report to unlock access

Everything you need, nothing you don't

Feature $397 Report $147 Update Typical CPA
Personalized strategy analysis ✓ ✓ Sometimes
30+ strategies reviewed ✓ ✓ ✗
Step-by-step implementation ✓ ✓ ✗
IRS resolution pathways ✓ ✓ At extra cost
48-hour turnaround ✓ ✓ ✗
Money-back guarantee ✓ ✓ ✗
Flat one-time fee ✓ ✓ ✗
Annual tax law updates ✗ ✓ Yes (hourly)

The TaxSpear Guarantee

If you implement the strategies in your report and don't save at least $397 in taxes this year, we will refund you in full — no questions asked. We stand behind the value of what we deliver. The risk is ours, not yours.

Questions before purchasing? results@taxspear.com

Frequently asked questions

A Tax Strategy Report is a personalized document — built from your financial profile — that identifies every applicable legal tax strategy in the U.S. tax code for your specific situation. Each strategy comes with a plain-English explanation of how it works and step-by-step instructions for implementing it, either on your own or with your CPA.
Completely legal. Every strategy in our library is a provision written directly into the U.S. Internal Revenue Code — not loopholes or grey areas. These are the same strategies used by wealthy business owners, real estate investors, and high earners every single year with guidance from high-end advisors. We simply make them accessible.
Yes — and your CPA will thank you for it. Most CPAs are skilled at preparing accurate returns, but they don't have time to proactively research every strategy that might apply to you. Our report is designed to hand to your CPA and say "let's implement these." Think of it as a strategic brief that maximizes the value of every hour you spend with your accountant.
If you implement the strategies in your report and genuinely don't save at least $397 in taxes, email us and we'll refund your purchase in full. No hoops, no runaround. We're confident in the value we deliver — if it doesn't work for you, you shouldn't pay for it.
Your report is delivered within 48 hours of submitting your intake form. Most reports are delivered sooner. You'll receive it via email as a PDF document ready to share with your CPA or implement on your own.
Your report includes a dedicated IRS resolution section that analyzes every applicable resolution pathway — penalty abatement, installment agreements, Offer in Compromise, Currently Not Collectible status, and more. If you have unfiled returns, back taxes, or IRS notices, fill out the back taxes section of your intake form in detail and we'll map out your best options. You can also learn more on our Back Taxes page.
Absolutely. All information you submit is handled with strict confidentiality and used solely for the purpose of building your report. We do not sell, share, or distribute your data. Any documents you upload are accessed only by the team preparing your report.

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Get My Report — $397