Business Owners:
Are You Overpaying in Taxes?
You Might Be Losing Thousands!
Most business owners pay way more in taxes than they need to —simply because they don’t have a proactive tax strategy in place.
DID YOU KNOW?
93% of business owners overpay in taxes every year!
A proper tax strategy could save you $10,000, $20,000, or more annually.
The right business structure & deductions could cut your tax bill significantly.
Take the tax savings survey to see where you may be overpaying!
At EPIC, we don’t just file your taxes—we create a proactive, year-round strategy to legally minimize what you owe and keep more of your hard-earned money. Our customized tax planning for service-based business owners ensures you’re using the right business structure (LLC, S-Corp, C-Corp) to maximize deductions, avoid IRS penalties, and reduce self-employment taxes—potentially saving you thousands every year.
But we don’t stop at savings—we help you invest smarter, turning tax reductions into long-term wealth through tax-optimized strategies that grow your business, secure your retirement, and create lasting financial freedom. No generic advice—just tailored tax solutions that work for you. Let’s build your strategy today.
Are you paying too much?
At EPIC, we design a strategic, year-round plan to legally reduce your tax burden and help you keep more of what you earn.
Proactive, year-round tax planning, not just last-minute filing.
Avoid surprises, legally reduce your tax burden, and keep more of your hard-earned money instead of handing it to the IRS.
The right business structure can save you thousands.
Pay less in taxes, avoid costly IRS penalties, and maximize deductions with the best legal entity for your business.
Tax-optimized investment strategies that grow with you.
Instead of just paying less in taxes, you’ll create passive income and financial security that lasts beyond your business.
Industry-specific tax strategies designed for your business.
No one-size-fits-all advice. Get customized tax solutions that work for YOU—not just generic strategies that leave money on the table.
Ongoing tax tracking and optimization to keep more of your profits.
No more scrambling at tax time. Have a plan that lowers your tax bill every year and optimizes cash flow.
Transform tax savings into strategic investments.
Your business success isn’t just about saving money—it’s about building wealth, securing your future, and achieving lasting financial freedom.
Take the First Step Toward Bigger Tax Savings
& Smart Wealth Growth
Find out how much you could be saving with our quick tax savings survey!
Free Educational Resource:
"The 5 Advanced Tax Strategies Every Business Owner Must Know"
Learn which deductions you’re missing that could save you thousands.
Find out how business owners legally pay less in taxes.
Discover how to structure your business for tax efficiency.
Awards Disclosures:
Companies on the 2024 Inc. 5000 are ranked according to percentage revenue growth from 2020 to 2022. To qualify, companies must have been founded and generating revenue by March 31, 2020. They must be U.S.-based, privately held, for-profit, and independent – not subsidiaries or divisions of other companies – as of December 31, 2021. (Since then, some on the list may have gone public or been acquired.) The minimum revenue required for 2020 is $100,000; the minimum required revenue for 2024 is $2 million. As always, Inc. reserves the right to decline applicants for subjective reasons. Firms must submit an application in order to be considered. No compensation was paid by the firm to be considered. The award was received on August 15th, 2023.
“USA TODAY’s Best Financial Advisory Firms 2024” was published on April 23, 2024, and is a ranking of registered investment advisory firms prepared by USA Today and Statista, Inc. The ranking is based on recommendations by financial advisors, clients and industry experts and a firm’s development of Assets Under Management (AUM). Recommendations were collected via an independent survey among over 25,000 individuals, and self-recommendations were prohibited. In order to be eligible, firms must be registered as an RIA firm with the SEC or at state level for at least one year, a principal office in the United States, a clean disciplinary record, offer financial planning services or portfolio management for individuals and/or small businesses, AUM must be greater than $500,000 and achieved an overall score among the top 500. No compensation was paid in order to be eligible for this award.
Disclosure:
All Investment Advisory Services are provided by Epic Trust Investment Advisors, LLC d/b/a Epic Private Wealth, an SEC Registered Investment Advisor. Registration with the SEC does not imply a certain level of skill or expertise. Insurance products are offered through Northwest Insurance Alliance, LLC and guarantees are subject to the claims-paying ability of the issuing company and are not guarantees offered by Epic Trust Investment Advisors, LLC, or its affiliated companies. Epic Trust Investment Advisors, LLC d/b/a Epic Private Wealth is NOT a chartered bank, trust company, or depository institution. Additional information about Epic Trust Investment Advisors, LLC d/b/a Epic Private Wealth, is available in its current disclosure documents, Form ADV Part 1A, Form ADV Part 2A Brochure, and Client Relationship Summary report which are accessible online via the SEC’s investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov, using SEC #801-120618. Epic Trust Investment Advisors, LLC does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services.
Epic Trust Is A Client-Focused SEC Registered Investment Advisory Firm That Offers It's Network Investment Advisor Representatives Access To "Proven In The Trenches" Financial Planning Tools and Investment Portfolios Tailored To Each Client’s Unique Goals And Plans. Please note, registration with the SEC does not imply a certain level of skill or expertise.
No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.