How It Works | Bottom Line Tax Advisors
Apply for Your Tax Reduction Blueprint
The Process

How the Tax Reduction
Process Actually Works

No sales pitch. No pressure.

Just a clear, structured process designed to give you answers before money is gone.

This is what happens when you apply.

Jemel Smith, Certified CFO and Tax Strategist

Designed by Jemel Smith, Certified CFO® & Tax Strategist

This process was built over 24+ years of working with commission-based professionals and service business owners who were tired of reactive tax prep and inconsistent advice.

Every step is intentional. Every conversation is diagnostic. Every recommendation is backed by structure.

1

Apply for a Strategy Session

You start by completing a short application.

This helps us understand:

  • How you earn income
  • What kind of structure you're currently using
  • Whether meaningful tax savings are even possible

Not everyone is accepted.

That's intentional.

2

Private Tax Strategy Session

If approved, you'll be invited to a private Tax Strategy Session.

During this session, we:

  • Review how your income is structured
  • Identify where money is leaking
  • Explain what's working — and what isn't
  • Determine whether a proactive tax strategy makes sense

This is a real conversation, not a scripted call.

Some people leave with clarity only.

Some leave with a clear recommendation.

Both outcomes are wins.

3

Blueprint Recommendation

(If Fit)

If the opportunity is real and the savings justify it, we may recommend a Tax Reduction Blueprint.

This is:

  • A personalized tax strategy
  • Built around how you earn
  • Designed to be implemented proactively — not reactively

The Blueprint is not sold on the website.

It's only discussed after we've reviewed your situation together.

4

Implementation & Ongoing Support

(Optional)

If you move forward beyond the Blueprint, we help with:

  • Strategy implementation
  • Quarterly tax planning
  • Ongoing advisory support
  • Tax filing that matches the plan

There's no obligation to continue past the Blueprint.

What This Process Is
— and Isn't

This process is:

  • Structured
  • Proactive
  • Built for high earners with complex income

This process is not:

  • A free consultation
  • A one-size-fits-all solution
  • Reactive tax prep

Why It's Designed
This Way

Tax strategy only works before money is spent or sent to the IRS.

This process ensures:

  • Decisions are made with real numbers
  • Strategies are tailored — not generic
  • You're never guessing

Ready to Start
With Clarity?

Apply for a private Tax Strategy Session to see whether a proactive tax system makes sense for you.

Apply for a Tax Strategy Session →