| Episode Type | Expert Insight Interview |
| Guest | Mark Myers, Tax Saving Architect, Tax Wise Partners |
| Guest Website | taxwisepartners.com |
| Listen | View on Sales POP! Podcast Page |
Most business owners hand their taxes off to a CPA and assume the job is done. Mark Myers, founder of Tax Wise Partners and a former Marine Corps sergeant, argues that assumption costs high-income earners and business owners anywhere from 30 to 60 percent of their annual tax bill — money they never had to pay.
Myers built Tax Wise Partners to fill the gap between compliance-focused CPAs and the aggressive, forward-looking planning that the 75,000-page tax code actually allows. His firm works alongside existing advisors — not instead of them — to uncover legal strategies most professionals never explore.
Key Insights
1. Here is what you need to know about why most businesses overpay taxes
CPAs serve an essential function, but that function is tracking, recording, and filing — not forward-looking planning. The tax code runs 75,000 pages, and most practitioners simply lack the bandwidth to mine it for savings opportunities. Myers compares this gap to visiting a general practitioner for a brain tumor: the right move is a specialist, but the generalist rarely makes that referral because they handle tax prep themselves.
2. Here is what you need to know about treating your tax burden as a profit center
Business owners obsess over revenue growth and expense reduction, yet they rarely apply that same lens to their tax bill. Myers flips the framing: if you can cut your tax burden by 30 percent and net a 20 percent gain on those savings, you have created real capital to reinvest. That shift — from defensive tax compliance to offensive tax planning — is the core of his approach.
3. Here is what you need to know about spending a dollar to save more than a dollar
The Tax Wise Partners model asks every client to spend a dollar in order to save substantially more than a dollar in taxes, often within the first year. This might mean purchasing a solar asset for 50 cents that offsets a $1 tax bill, or acquiring a discounted asset and donating it to generate a deduction that exceeds the purchase price. The math only works when you know where to look inside the code.
4. Here is what you need to know about planning your business exit
Business owners who plan a sale well in advance can structure the transaction so they never take constructive receipt of the income — meaning the tax liability may never attach. With three or more months before closing, Myers can reposition the sale such that a separate entity acquires the asset at cost, eliminating the net gain. Owners who miss that window still have options before December 31st, but the strategies narrow significantly.
5. Here is what you need to know about working with — not replacing — your existing advisors
Tax Wise Partners never competes with a client’s CPA, financial advisor, or enrolled agent. The firm adds a layer of strategic planning on top of what those professionals already do. CPAs who partner with the firm gain a retention tool, a potential revenue share, and a magnet for higher-net-worth clients. The arrangement positions everyone to win — except, as Myers notes with a smile, the IRS.
Pull Quotes
“There are a lot of coupons in the tax code. The IRS just doesn’t send out a flyer like Trader Joe’s. You gotta go find them yourself.”
— Mark Myers
“Look at your tax burden like a profit center. Most business owners are trying to reduce expenses. They’re trying to drive revenue. Well, 30 to 50 percent of your net income is going out the door from a business partner that doesn’t really help you.”
— Mark Myers
“Our goal is for every dollar that we recommend you spend, you’re going to save more than a dollar in taxes in the very first year.”
— Mark Myers
“It’s outside of the box, but inside the code.”
— Mark Myers
Advanced Tax Planning: Key Statistics from Tax Wise Partners
| Statistic | Detail |
|---|---|
| Businesses overpaying taxes | Approximately 90% of high-income earners and small-to-medium businesses |
| Average annual tax reduction | More than 50% reduction without replacing existing CPAs or advisors |
| Typical tax bill reduction range | 30–60% permanent reduction for high-income earners and business owners |
| Clients served | 500+ high-income earners and business owners |
| Solar investment return ratio | $1 invested can yield $1.50 in tax savings plus 40 years of cash flow |
| California capital gains burden | Up to 37% combined (20% federal + 3.8% NIIT + 13.3% state) |
| Tax code volume | 75,000 pages — most CPAs lack the bandwidth to identify all available strategies |
Related Resources
- Tax Wise Partners — Book a free consultation
- Sales POP! Podcast: net/media/podcast/
Our Host
John is the Amazon bestselling author of Winning the Battle for Sales: Lessons on Closing Every Deal from the World’s Greatest Military Victories and Social Upheaval: How to Win at Social Selling. A globally acknowledged Sales & Marketing thought leader, speaker, and strategist, he has conducted over 1500 video interviews of thought leaders for Sales POP! online sales magazine & YouTube Channel and for audio podcast channels where Sales POP! is rated in the top 2% of most popular shows out of 3,320,580 podcasts globally, ranked by Listen Score. He is CSMO at Pipeliner CRM. In his spare time, John is an avid Martial Artist.
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