Apply for Private Tax Strategy Session | Bottom Line Tax Advisors
Apply for a Tax Strategy Session
Private Application

This Is an Application for a
Private Tax Strategy Session

This is not a free consultation.

If approved, you'll be invited to a private Tax Strategy Session where we evaluate how your income is structured, where money is leaking, and whether a Tax Reduction Blueprint even makes sense for you.

Some people leave the session with clarity. Some leave with a clear recommendation. Some are told not to move forward.

That's the point.

Apply for a Tax Strategy Session Built for commission-based professionals and service business owners earning $100K+

Read This Before You Apply

This session is designed to:

  • Diagnose tax and cash-flow inefficiencies
  • Identify whether meaningful savings are possible
  • Determine if a proactive tax system is the right next step

This session is not:

  • Free advice
  • A generic review
  • A Q&A call

If you're accepted, you should expect:

  • Direct answers
  • Clear recommendations
  • A decision point

If you're not ready for that, this is not a fit.

Is This a Good Fit?

This Is a Good Fit If You:

  • Earn $100K+ in commissions or business income
  • Suspect you're overpaying the IRS
  • Feel uncertain about what you can safely keep
  • Want clarity before money is gone

This Is Not a Good Fit If You:

  • Are "just exploring"
  • Want free opinions
  • Aren't open to changing how things are set up
  • Prefer reactive tax prep once a year

We're selective by design.

Apply Now ↓

Skip to application

The Process

1

You Apply

Answer a short set of questions about your income and situation.

2

We Review Your Application

We assess fit and potential impact.

3

If Approved, You're Invited

This is where we determine whether a Tax Reduction Blueprint is recommended.

There is no obligation to move forward beyond the session.

What Is the Tax Reduction Blueprint?

The Blueprint is not sold on this page.

It is only recommended after a strategy session if:

  • The opportunity is real
  • The savings justify it
  • You're a good fit

If recommended, the Blueprint becomes a documented, personalized tax strategy you keep — whether or not you continue working with us.

Our 5× Savings Guarantee

If a Blueprint is recommended and we cannot identify at least 5× the cost in legitimate tax savings…

You still keep the Blueprint.

No clawbacks. No games.

Who You'll Work With

Jemel Smith, Certified CFO and Tax Strategist

Jemel Smith, Certified CFO® & Tax Strategist

If your application is approved, your Strategy Session will be conducted by Jemel Smith.

With 24+ years of financial experience working with commission-based professionals and service business owners, Jemel built TaxOS™ to solve the exact problems traditional CPAs ignore: irregular income timing, reactive planning, and unclear cash flow.

These sessions are diagnostic, direct, and designed to give you clarity before any commitment is made.

Why We Require
an Application

We work best with people who:

  • Value clarity
  • Respect process
  • Are ready to make informed decisions

The application ensures:

  • You're a good fit
  • The session is worth your time
  • The outcome is meaningful

Apply for a Private
Tax Strategy Session

The application takes about 5 minutes.
If approved, you'll receive next steps by email.

Applications are reviewed before invitations are sent.