One page. One hour. A picture you can act on.
A complete read of your financial world before anyone recommends anything. What you have, what is disconnected, and which opportunities are actually available to you.
Four deliverables, and all of them are yours to keep.
A Blueprint is a reading of your financial world as it stands today. Not a proposal, not a pitch for an ongoing engagement, and not a return.
- 01
The Mantle Blueprint™
One diagram of your entire financial world on a single page. Entities, income, property, payroll, and the household, drawn as they actually relate to one another rather than as separate files.
- 02
Your Tax Savings Opportunities
The specific opportunities visible in your structure, named and listed. Entity election, retirement vehicles, family employment, accountable plans, cost segregation where property is involved.
- 03
Analysis of Opportunities
Each opportunity examined rather than assumed. What it would require, what it would cost to implement, what it is worth in your situation, and where the honest answer is that it does not apply.
- 04
1 hour Consult
An hour with Hava to walk the Blueprint end to end, ask what you want to ask, and leave with the order in which things should happen. The documents are yours to keep either way.
What a Blueprint sees that a return can't.
A contractor in Delaware does about $1.4 million a year. He became an S-corp because someone told him to. He pays himself the same $48,000 he did when the business was half this size. His wife runs the office and isn't on payroll. He bought the shop building in his own name. His preparer, his bookkeeper, and his banker have never spoken.
A Blueprint puts all of that on one page. Then it examines five things: what he pays himself, whether his wife belongs on payroll, a retirement plan the business could fund, renting the building to his own company, and how that building fits what he wants to leave his kids. Some of it will apply. Some of it won't. That is what the analysis is for.
His return was filed correctly every year. Nobody was wrong. Nobody was looking.
Wealth isn't the destination. It's the tool.
We believe wealth is most powerful when it moves beyond the balance sheet and into the places we call home. When business owners build strong, profitable companies, they gain the ability to do more than provide for their own families. They can strengthen entire communities. They are the ones buying backpacks so local kids can walk into school prepared, stocking the shelves of neighborhood food pantries, supporting nonprofits that stand beside foster children, sponsoring teams, creating jobs, and stepping in when a neighbor needs help.
That is why helping business owners keep, build, and intentionally deploy more of what they earn matters to us. Strong businesses create strong families. Strong families invest in strong communities. And strong communities become safer, more resilient places to live, work, and raise the next generation. Wealth isn't the destination. It's the tool we use to build the things that last.
A complete review of the decisions around your business and household.
Business structure
Entity choice, compensation, reimbursements, and documentation.
- Whether the entity still fits the business you have now, rather than the one you started.
- How you pay yourself, and what that choice costs across a full year.
- The accountable plan and the records that have to exist before a deduction does.
Family
Spouse or children on payroll where the work is real.
- Work a family member genuinely does, and what documenting it takes.
- Where a wage is the right instrument, and where it is not.
- The household costs a business can legitimately carry, and the ones it cannot.
Retirement
401(k), SEP, defined benefit, HSA, and contribution strategy.
- Which plan fits your income, your age, and the people you employ.
- What the business contributes alongside what you contribute.
- The order to fund accounts in when there is not room for all of them.
Property
Ownership, rent, cost segregation, and business use of the home.
- Who should own the building, and what changes when it is not the operating company.
- Rent between entities, and the paperwork that makes it real.
- Whether a cost segregation study is worth its own fee on this property.
Legacy
Trusts, succession, and what the business is ultimately building toward.
- What happens to the business if you stop working in it, by plan or otherwise.
- The structures that move ownership on your terms rather than by default.
- Which trusted professionals need to be in the same conversation, and when.
Pays for itself when at least one of these is true.
- A tax bill that keeps growing with the business
- Revenue climbing faster than the structure behind it
- A picture split across a preparer, a bookkeeper, and a spreadsheet
And when something smaller is the honest answer.
- You need this year’s return prepared and nothing more
- You want a second opinion on a single transaction
- You are looking for the lowest preparation fee available
What is this business actually being built toward?
The Blueprint starts there, because every opportunity on the page depends on the answer.
One of the things I appreciate most about Mantle Tax is the level of detail and thoughtfulness they bring to every question. Hava never provides a quick or surface-level response. She takes the time to explain the reasoning, consider the broader implications, and make sure I understand how the answer may affect our business beyond the immediate tax issue. When a question requires expertise outside the traditional tax scope, Hava uses her professional network and available resources to dig deeper and provide a more complete answer. She often anticipates what my next question will be and addresses it before I ask. Hava's responsiveness, resourcefulness, and attention to detail have helped us make informed decisions and establish a stronger foundation for our business. Her commitment to understanding the full picture, not merely completing a tax return, is paramount to setting our small business up for long-term success. I highly recommend Mantle Tax to any business owner looking for a knowledgeable, trusted, and genuinely invested tax partner.
Four steps, and you decide after the first one.
- 01
Book the Blueprint
One conversation to confirm it is the right starting point. If it is not, we say so before you pay.
- 02
Send what you already have
Prior returns, entity documents, and a short questionnaire. Nothing has to be tidy first.
- 03
We build the picture
Your financial world is mapped, the opportunities are identified, and each one is analyzed against your own numbers.
- 04
We sit down for an hour
You leave with the documents, the analysis, and a clear order of operations. What happens after that is your decision.
Straight answers, before you call.
What is the Mantle Blueprint™?
A one time engagement that maps your complete financial world: where you are today, what is already connected, what is not, and which opportunities are worth your attention first. It includes an analysis of your tax savings opportunities and a one hour consult. Discovery before direction.
What happens after the Blueprint?
Nothing automatic. The Blueprint is complete on its own and it is yours to use. Some owners take it back to the team they already have. Others continue into the Mantle Compass™, where the findings become a written plan and a sequence. Either is a fine outcome.
What is the difference between tax filing and tax strategy?
Tax filing records history. Tax strategy shapes the future. A return reports decisions you have already made and can no longer change. Strategy works on the decisions still in front of you, which is why the timing of the conversation matters as much as the conversation.
I already have a CPA. Is this still worth it?
Usually, and not because your CPA is doing anything wrong. Filing and strategy are two different jobs, and most preparers are hired to do the first one well. A return reports what already happened. The Blueprint looks at what a return never sees: how you pay yourself, whether your entity is earning its keep, and what your bookkeeper knows that your advisor does not.
Can you tell me how much I will save?
Not before the work is done. Anyone quoting a number before they have seen your return is guessing, and a guess is a poor basis for a tax decision. What you get instead is the list: every opportunity we find, what each one would take from you, and what it is worth. You decide which ones are yours.