Don’t overpay your tax bill again.
The 5-Day Tax Savings Assessment shows you which tax moves can lower your 2026 bill and how long you have to act on them.
Tax season is too late to start thinking about strategy.
Most business owners find out what they owe after the year is already over.
By then, some tax-saving options are gone, while others are harder to put in place.
For many business owners, their accountant primarily prepares the return but provides little proactive tax strategy during the year.
Some tax moves need to be completed by December 31. Others have different deadlines.
The 5-Day Tax Savings Assessment gives you a chance to look at your 2026 tax picture now so you can see which opportunities apply to you, what they may be worth, and the timing that applies to each one.
What your assessment includes
We review your actual tax return and current business financials to identify the tax moves that apply to your situation.
The tax moves that apply to you
Estimated savings tied to each opportunity
Which opportunities deserve the most attention
The deadlines and timing that matter
A private review of your findings
The analysis is based on your actual numbers, not a generic checklist or assumptions based on revenue alone.
How it works
Send us your documents
Upload your latest personal and business tax returns, current profit and loss statement, and balance sheet.
Complete a short questionnaire
You’ll answer a few simple questions that help us understand your business and tax situation.
If you’re unsure how to answer something, we’ll help you through it.
We complete your assessment
A CPA and Certified Tax Coach reviews your return, financials, and questionnaire to identify the tax-saving opportunities that apply to your situation and estimate their financial impact.
Your assessment is completed within 5 business days once we have everything we need.
Review your findings
We’ll walk you through what we found, explain the opportunities, and answer your questions.
A valuable strategy on its own. A starting point if you want to go further.
The 5-Day Tax Savings Assessment is designed to give you useful information you can act on whether or not you decide to work with Lotus CFO beyond the assessment.
You’ll know which opportunities we identified, what they may be worth, and which ones deserve your attention.
There is no obligation to move forward with a larger engagement.
If you do want deeper strategy work, a Comprehensive Tax Strategy goes further. That’s where we analyze the opportunities in more detail, compare alternatives, finalize recommendations, calculate a more precise tax impact, and help you implement the strategy.
If you move forward with a Comprehensive Tax Strategy within 7 days of your assessment, your full assessment fee is applied to the engagement.
In our Comprehensive Tax Strategy engagements, qualified business owners have reduced their tax liability by approximately 25 to 40 percent.
Who this is for
The assessment is designed for profitable U.S. business owners who are paying a meaningful amount in taxes and want to know whether better strategy could lower that bill.
This assessment is generally best suited for business owners with $250,000+ in annual business profit, $300,000+ in household taxable income, or an expected annual tax liability of $50,000 or more.
This assessment is not designed for someone looking for basic tax preparation, a one-off tax question, or general tax education.
The investment: $1,500
The 5-Day Tax Savings Assessment is a one-time $1,500 fee.
If you move forward with a Comprehensive Tax Strategy within 7 days of your assessment, your full assessment fee is applied to that engagement.
Reviewed by a CPA and Certified Tax Coach
I’m Kiana Muhly, founder of Lotus CFO.
I’m a CPA, Certified Tax Coach through the American Institute of Certified Tax Planners, and fractional CFO with more than 20 years of accounting and finance experience.
My background includes public accounting at EY, corporate finance and internal audit, tax strategy, and CFO advisory work.
For this assessment, I review your actual numbers to determine where meaningful tax-saving opportunities may exist and what they could mean for your 2026 tax bill.
If the assessment isn’t a fit, we’ll tell you.
Before completing the substantive analysis, we review your intake to make sure the assessment makes sense for your situation.
If we don’t believe there is enough planning opportunity or complexity to justify the service, we’ll stop there and refund your payment.
You shouldn’t pay for an assessment you don’t need.
Frequently asked questions
Don’t wait until tax season to find out what you could have done differently.
See which tax moves can lower your 2026 bill and how long you have to act on them.