Tailored Tax Strategy That

Saves 6-Figures

Save $100K+ a year from taxes, without changing how your business runs.

Discover Your Savings

  • "I was able to save over $100k in my pesonal taxes. It freed up the cash that went back into growing the business."

    Farshid Sabet _ Corvic Ai

  • “ They been a valuable resource to my firm. A tax strategist who works with high-net-worth individuals. His skills and know-how to deliver results for my clients."

    Max Beaulieu _ Beaulieu Law Firm

  • “Mazlo has done a fantastic job blending retirement planning with tax strategies.”

    Gerald O'Dwyer _ Blackmore Connects

More Testimonials

The Problem

60%

A SCORE study found 60% of small business owners miss out on significant tax deductions and credits.

59%

The National Small Business Association found 59% of owners say federal taxes are one of the biggest burdens on their business.

$40B

As a result, they collectively overpay between $35B-$40B to the IRS per year.

The Solution

Modern Qualified Plans

A Cash Balance Pension Plan is a tax-qualified retirement plan that allows high-income earners and business owners to make significantly larger tax-deductible contributions than any traditional 401(k) alone — often $100,000 to $400,000 or more annually, depending on age and income.

By acquiring this plan, the business owners will receive an average of a 40% deduction for immediate tax savings.

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Frequently Asked Questions

  • It is deductible up to $400K+ in federal and state income taxes. Works well for a wide range of closely held business owners. Flexible and scalable. Pairs well with existing 401(K) plans.

  • You're a strong candidate if you have annual income of $500,000 or more, a funding goal of $100,000 or more per year, and a genuine motivation to reduce what you owe now. Strong fits include business owners, self-employed professionals, medical and dental practices, law firms, real estate professionals, accounting firms, and individuals with significant 1099 or side income.

  • We partner with top-tier advisory firms that specialize exclusively in plan design, actuarial compliance, and ongoing account management for qualified retirement plans. That means every plan we deliver is custom-built around your specific business structure, income profile, and financial goals — not templated or generic. We handle the strategy and relationship. Our partners handle the precision. And every solution we bring to the table is fully IRS-compliant, so you can move forward with complete confidence.

  • It starts with a single conversation. Click "Book a Consultation," fill out the short form, and schedule a call with us. During that call, we'll take time to understand your income, your business structure, and your goals — and from there, we'll put together a custom plan designed specifically for you. There's no pressure and no obligation. Just clarity on what's possible and a clear path forward.

  • After gathering all of the information, the custom plan will be available in 2-3 business days. We will walk you through it step by step, and when you’re ready, it will be set up in less than 14 days.