STRATEGIC TAX PLANNING SERVICES
COME FOR THE TAX SAVINGS...
STAY FOR THE WEALTH BUILDING
Personalized tax strategies for small business owners, investors, and those who are done with reactive accounting, and ready for proactive results
Stop Overpaying
Start Outsmarting
Many business owners and entrepreneurs overpay thousands annually. Not due to mistakes, but from not having a proactive tax strategy. Traditional accountants often appear only at tax time, leaving valuable savings and legal opportunities untouched.
Without proactive strategies, you’re not just paying taxes. You’re losing wealth
Stop Overpaying.
Start Outsmarting
Many business owners and entrepreneurs overpay thousands annually. Not due to mistakes, but from not having a proactive tax strategy. Traditional accountants often appear only at tax time, leaving valuable savings and legal opportunities untouched.
Without proactive strategies, you’re not just paying taxes. You’re losing wealth
The Tax Strategy Difference
Bement & Company takes a proactive, year-round approach to your taxes by identifying legal strategies tailored to your unique situation that minimize what you owe and maximize what you keep. Our qualified tax strategists work diligently to ensure your tax burdens are mitigated and prevent the year-end tax bill shock.
Keep More of What you Earn
We create a customized, IRS-backed tax strategy that helps reduce your tax burden based on your structure and lifestyle, so you can keep more of every dollar you make
Stay Ahead All Year
We work with you every month, not just during tax season, to ensure you’re always ahead of IRS deadlines, law changes, and new savings opportunities
Simplified Financial Picture
We integrate your business income, personal finances, investments, and tax strategy into one cohesive plan that supports your long-term wealth goals
Rely on One Trusted Partner
Instead of juggling multiple advisors, you get on dedicated partner who handles your tax, financial, and strategic decisions, all in one place
Our Process
Whether you want to handle it yourself or have a dedicated partner by your side, our tiered system delivers real value at every level
Phase 1: Close the "Tax Leaks"
We begin by reviewing your past tax returns and financial details to uncover missed deductions and overlooked opportunities. Most clients discover $10,000 to $20,000 in potential savings during this step. This foundation prepares you for greater long-term results.
Phase 2: Align Taxes with your Life
In this phase, we go beyond the numbers to build a personalized tax strategy that fits your income, goals, and lifestyle. We evaluate your business, investments, and future plans to make sure your tax strategy works for every part of your financial life.
*Only included in Personal CFO & Personal CFO+
Phase 3: Build Tax-Efficient Wealth
With your strategy in place, we provide year-round support to implement and optimize it. You get unlimited consulting, regular reviews, investor labs, and more. This is where consistent tax savings become lasting wealth and peace of mind.
*Only included in Personal CFO+
Our Process
Whether you want to handle it yourself or have a dedicated partner by your side, our tiered system delivers real value at every level
Hear From Our Clients
Tiers & Pricing
Our fees mirror our process and the value we try to provide our clients as their CFOs. However, each family is unique and has a unique set of needs. Therefore, we’ve designed our service tiers to provide value-added options for every client at a price point and level of service that makes sense for you.
Tax Strategist
Do it yourself- For self-starters who want expert resources
- 7,000 tax forms, templates & 225+ video trainings
- Monthly group coaching calls
Personal CFO
Do it with you- All benefits of Tax Strategist
- Annual tax & wealth review meetings
- Quarterly tax projection & strategy meetings
Personal CFO+
Do it for you- All benefits of Tax Strategist & Personal CFO
- Personalized guidance and support with investments
- Tax-Savvy Investment Mastery
Compare Plans
| Feature | Strategist | Personal CFO | Personal CFO+ |
|---|---|---|---|
| Access to tax forms & templates | |||
| Video trainings and Q&A calls | |||
| IRS Audit Defense | |||
| Quarterly Tax Strategy Meeting | |||
| 24/7 email support | |||
| Monthly Open Office Hours | |||
| Investment Support & Deal Review | |||
| Tax Savvy Investor Labs | |||
| Unlimited implementation consulting hours | |||
| Tax return review | |||
| Fly to you for launch | |||
| Tax Savvy Investment Deal Flow |
Bement Promise - Our Money Back Guarantee
We’re so confident in the tax savings we’ll uncover for you that if they don’t at least cover the cost of your implementation fee, we’ll refund you the difference
Example:
Upfront Fee – Tax Savings Found = Guarantee Refund
$8,000 – $3,000 = $5,000
Bement Promise - Our Money Back Guarantee
We’re so confident in the tax savings we’ll uncover for you that if they don’t at least cover the cost of your implementation fee, we’ll refund you the difference
Example:
Upfront Fee – Tax Savings Found = Guarantee Refund
$8,000 – $3,000 = $5,000 Refund