You Clicked! What's Next?

You Clicked! What's Next?

You Clicked! What's Next?

Step 1 - Book your FREE Session
Step 2 - Find our How Much you can Save
Step 3- Receive 1 Complementary Tax Savings Strategy

Step 1 - Book your FREE Session
Step 2 - Find our How Much you can Save
Step 3- Receive 1 Complementary Tax Savings Strategy

Step 1 - Book your FREE Session
Step 2 - Find our How Much you can Save
Step 3- Receive 1 Complementary Tax Savings Strategy

So, whats in it for you?

  • A 30-minute advisory session

  • Personalized savings plan

  • Savings Plan Deliverable

  • One complementary strategy


Are you tired of overpaying taxes and feeling let down by your current CPA?

Do you suspect that your CPA is not putting in the extra effort?

It’s time for a change!

Join the growing number of individuals who saved an average of $32,356 on their taxes last year. Take advantage of our FREE assessment today and receive three FREE Tax Strategies that have the potential to save you thousands. Say goodbye to unnecessary tax expenses and hello to smarter financial planning.

Are you tired of overpaying taxes and feeling let down by your current CPA?

Do you suspect that your CPA is not putting in the extra effort?

It’s time for a change!

Join the growing number of individuals who saved an average of $32,356 on their taxes last year. Take advantage of our FREE assessment today and receive three FREE Tax Strategies that have the potential to save you thousands. Say goodbye to unnecessary tax expenses and hello to smarter financial planning.

Are you tired of overpaying taxes and feeling let down by your current CPA?

Do you suspect that your CPA is not putting in the extra effort?

It’s time for a change!

Join the growing number of individuals who saved an average of $32,356 on their taxes last year. Take advantage of our FREE assessment today and receive three FREE Tax Strategies that have the potential to save you thousands. Say goodbye to unnecessary tax expenses and hello to smarter financial planning.

You don't have to pay us a single penny until we
demonstrate how much we can save you.


You don't have to pay us a single penny until we demonstrate how much we can save you.

You don't have to pay us a single
penny until we
demonstrate how much we can save you.


As part of your complimentary assessment, you will receive:

  • A 30-minute advisory session dedicated to enhancing and maximizing your tax savings.

  • We will provide you with a personalized savings plan and a comprehensive report tailored to your Business.

  • Remember, you don’t pay a single penny until we demonstrate how much we can save you

  • We aim to equip you with the tools and insights to optimize your tax strategy and achieve the maximum possible savings. Take advantage of this valuable opportunity for expert advice and a customized plan to boost your tax efficiency.

As part of your complimentary assessment, you will receive:

  • A 30-minute advisory session dedicated to enhancing and maximizing your tax savings.

  • We will provide you with a personalized savings plan and a comprehensive report tailored to your Business.

  • Remember, you don’t pay a single penny until we demonstrate how much we can save you

  • We aim to equip you with the tools and insights to optimize your tax strategy and achieve the maximum possible savings. Take advantage of this valuable opportunity for expert advice and a customized plan to boost your tax efficiency.

As part of your complimentary assessment, you will receive:

  • A 30-minute advisory session dedicated to enhancing and maximizing your tax savings.

  • We will provide you with a personalized savings plan and a comprehensive report tailored to your Business.

  • Remember, you don’t pay a single penny until we demonstrate how much we can save you

  • We aim to equip you with the tools and insights to optimize your tax strategy and achieve the maximum possible savings. Take advantage of this valuable opportunity for expert advice and a customized plan to boost your tax efficiency.

How do we accomplish this ??

Get Started with Your Free Tax Assessment Today!

In less than 30 minutes, our team can assess if you're overpaying in taxes and devise strategies to help you save. And if we cannot assist you, we'll connect you with someone who can.

In less than 30 minutes, our team can assess if you're overpaying in taxes and devise strategies to help you save. And if we cannot assist you, we'll connect you with someone who can.

Schedule Your FREE Assessment NOW

Arthur's Big Tax Savings

Arthur, a hard-working owner of a bustling trucking company in New York, was grappling with a massive tax liability of $1,978,030. Like many small business owners, Arthur was striving to grow his company while staying on top of his tax obligations - a balance that is often difficult to maintain. Enter I-Tax Plan. Our seasoned tax experts met with Arthur to understand his unique business context, challenges, and goals. We recognized the need for a tailored solution and crafted a customized tax plan tailored to Arthur's trucking business.

The result? We significantly reduced Arthur's tax liability from $1,978,030 to $954,930. This strategic tax planning led to impressive savings of $1,023,100 - a substantial relief for Arthur and a game-changer for his business.


Lenard's Journey

Lenard's Journey

Lenard's Journey

Meet Lenard - the owner of a thriving Managed IT services company in California. Even as his business prospered, Lenard was facing a daunting tax liability of $277,511. For Lenard, this financial strain was a barrier to his company's expansion and growth. Recognizing Lenard's predicament, our team at I-Tax Plan swung into action. After an in-depth consultation with Lenard, we developed a tailor-made tax plan for his specific business model and financial objectives.

The outcome? A dramatic reduction in Lenard's tax liability, from $277,511 down to a mere $23,123. This staggering saving of $254,388 marked a turning point for Lenard's business, freeing up much-needed funds for reinvestment and growth.
Our team restructured his tax payments, his tax responsibilities are always under control and there is no more tax surprises at the end of the year.

Mark's Path

Mark's Path

Mark's Path

Mark, a software engineer based in Palo Alto, found himself facing a unique and rather daunting tax situation. As a single W2 employee with an impressive salary of $327,000, Mark's tax liability was a staggering $125,376. His CPA seemed at a loss, suggesting that the only ways to lower his tax bill were life-altering decisions like getting married or having children.

Enter I-Tax Plan.

Our team of tax experts understood that Mark needed a solution that went beyond the conventional advice. We knew there had to be strategies that could be applied, regardless of Mark's marital or parental status.

We then crafted a personalized tax plan designed to minimize Mark's tax liability while aligning with his lifestyle and career objectives.

The result? A significant drop in Mark's tax liability from $125,376 to just $52,432. This meant a remarkable saving of $72,944 for Mark - without any need to alter his personal circumstances.

Meet Itaxplan Team

Meet Itaxplan Team

Javier Gonzalez

Javier Gonzalez is a highly experienced sales professional with a track record of success in the SAAS industry. With over 20 years of experience under his belt, Javier is an expert in marketing automation and business growth. He has worked with some of the leading companies in the industry, including Infusionsoft, HubSpot, Chime, and Corvee. Throughout his career, Javier has helped over 500 firms achieve $1M in revenue by transitioning from compliance to advisory services. His skills as a tax plan strategist have also been invaluable, as he has assisted CPA firms in saving over $200M in taxes for their clients.

Javier's expertise extends beyond tax planning, as he is also an expert in Charitable Financing. He understands the importance of giving back to the community and has helped many businesses make a positive impact through strategic charitable giving. Javier is passionate about helping businesses succeed and is committed to delivering exceptional results for his clients. With his vast knowledge and experience, Javier is a trusted advisor for businesses looking to grow and thrive in a competitive marketplace.

Michael Diyanni

Michael Diyanni began his professional career in the United State Air Force working as a Flying crew chief on a KC-135.  He served in three wars: Operation Allied Force during the Kosovo War, Operation Enduring Freedom during the Afghanistan war and Operation Iraqi Freedom. 

Michael graduated with a Finance degree from Ohio State University. After college he began  working in Finance with his family’s 5th generation Home Building Company in Columbus Ohio Diyanni Homes.  He then attended Law School at both the University of San Diego and Stetson University with a focus on Finance.  During Law School at Stetson University he was invited to study in the Cayman Islands. Michael was a part of the first group of U.S law students to study at Truman Bodden Law School in George Town, Cayman Islands. As a result of his experience and the fact that 85% of all U.S Hedge funds are incorporated in the Cayman Islands Michael began to focus on the development of financial products.  





Do not waste any more time? Find out how much you can save for FREE!

Do not waste any more time? Find out how much you can save for FREE!

Click the button below to schedule your free tax assessment with I-Tax Plan. Let's turn your tax worries into growth opportunities together.

Click the button below to schedule your free tax assessment with I-Tax Plan. Let's turn your tax worries into growth opportunities together.

Copyright © 2023 - I-Tax Plan LLC


Disclaimer: All information and materials on this website are for informational purposes only and do not constitute legal advice. No accountant-client relationship is created solely by the use of this website. The site is not affiliated with or endorsed by Facebook. All information provided should not be used to avoid tax penalties or promote tax-related advice. The website utilizes sections of the Internal Revenue Code and associated regulations in effect as of the website's date. Actual savings may vary based on individual circumstances.

Disclaimer: All information and materials on this website are for informational purposes only and do not constitute legal advice. No accountant-client relationship is created solely by the use of this website. The site is not affiliated with or endorsed by Facebook. All information provided should not be used to avoid tax penalties or promote tax-related advice. The website utilizes sections of the Internal Revenue Code and associated regulations in effect as of the website's date. Actual savings may vary based on individual circumstances.