The No-Surprise Tax Strategy Guarantee ensures you always know where you stand on taxes and opportunities—before it’s too late to act. It protects you from costly “I wish I’d known” moments by making sure every relevant tax-saving strategy is evaluated, explained, and either implemented or intentionally set aside with your approval. How it Works Upfront Review – We assess your entity structure, current year activity, and upcoming transactions to identify all viable tax strategies (e.g., QSBS, §1045 rollover, PTET, 754 election, timing shifts). Ongoing Monitoring – We track your books and deals in real time so we can adapt strategies as conditions change. Proactive Alerts – You get timely updates before deadlines, with clear action steps and cost/benefit analysis. Accountability Promise – If we miss a strategy you were eligible for and it would have produced tax savings, we’ll cover the equivalent cost of our service for that year or apply it to future work—your choice. The result: no missed windows, no preventable tax surprises, and maximum after-tax value from every deal and operation.