Attention: Established Business Owners Earning 200K+ Who Want To Be More Proactive About What They Pay In Taxes

The Forensic Tax Review System: Go From Reacting To Taxes Every April To Building Wealth More Proactively, Starting This Tax Year

Even if you already have a CPA, don't think your business is big enough yet, or don't have time to become a tax expert yourself.

What Business Owners Say

★★★★★

Verified Review

“My family has had our taxes prepared by KLSM for the past two years. We have a complicated return, and she always works to find us all the best options. Outstanding customer service and completed returns in a timely manner.”

★★★★★

Verified Review

“Outstanding CPA—professional, knowledgeable, and very responsive. Everything was handled efficiently and explained clearly, which made the entire process stress-free. I highly recommend them to anyone looking for reliable and trustworthy tax and accounting support.”

★★★★★

Verified Review

“Their new system is incredibly fast and efficient. There’s nothing like moving ahead with good technology. Most communications can be handled online efficiently, and tracking issues works well too. Great job, Krystin! Thanks for all you do for our many companies.”

★★★★★

Verified Review

“For the past two years, we have employed KLSM to assist us with filing our tax return. Their assistance has been invaluable. They not only provided useful information about IRS regulations, but also educated us on capital gains tax related to the sale of our property. I strongly recommend their services.”

Thursday at 7 PM EST

What You'll Learn in the Masterclass

Finding 1

Why Filing and Tax Planning Are Two Different Jobs

Having a good CPA doesn’t always mean you’re getting proactive, year-round tax planning.

Filing looks at what already happened. Your income came in. Expenses went out. Decisions were made. Then your return records it all accurately and on time.

Planning happens earlier, while there’s still time to make decisions.

You’ll see why that difference matters and what you can start looking at before another filing season comes around.

Finding 2

The Decisions That Can Matter Before December 31st

April feels like tax season because that’s when most people deal with their return.

But many of the decisions that shape that return happen months earlier.

How your business is structured. How you’re compensated. When income and expenses land. Whether the setup that worked a few years ago still makes sense for the business you have today.

You’ll learn what The Forensic Tax Review System looks at before the year is already over.

Finding 3

What Could Be Missing From Your Current Tax Setup?

This is where Krystin’s background as both a CPA and Certified Fraud Examiner comes in.

The Forensic Tax Review System looks at three areas:

Whether your entity structure and compensation still fit your business today.
Whether income and expenses are landing in the right periods.
Where money may be leaving the business without anyone making a conscious decision for it to happen.

It’s a different way to look at the financial picture because you’re not only asking, “What happened?”

You’re also asking, “What are we missing?”

Thursday at 7 PM EST

MEET THE FOUNDER & CEO

Hey, I'm Krystin Mitchell.

I'm a CPA and a Certified Fraud Examiner, so I'm trained to look beyond what's already in the numbers and ask, "What's missing?"

I've spent over 20 years in accounting and tax, but a big part of why I do this goes back to my great-grandmother. She built real assets, owned property and cars outright, and I later watched those assets disappear one by one.

That stayed with me because building wealth is one thing. Knowing how to keep, protect, and pass it on is another.

It's also what shaped the process I call The Forensic Tax Review System.

Thursday at 7 PM EST

MEET THE FOUNDER & CEO

Hey, I'm Krystin Mitchell.

I'm a CPA and a Certified Fraud Examiner, so I'm trained to look beyond what's already in the numbers and ask, "What's missing?"

I've spent over 20 years in accounting and tax, but a big part of why I do this goes back to my great-grandmother. She built real assets, owned property and cars outright, and I later watched those assets disappear one by one.

That stayed with me because building wealth is one thing. Knowing how to keep, protect, and pass it on is another.

It's also what shaped the process I call The Forensic Tax Review System.

Thursday at 7 PM EST

Frequently Asked Questions

Is this really free?

Yes. The training is completely free to attend. No card is required.

I already have a CPA. Is this still for me?

Yes. Most business owners who attend already have an accountant.

This isn't about firing someone you already know and trust.

Your CPA may be doing a great job preparing your return. This training will show you the difference between filing what already happened and proactively planning before important decisions are locked in.

What if I'm not making millions yet?

You don't need to run a multimillion-dollar company to start thinking proactively about taxes.

This training is designed for established, profitable business owners. If your business is doing 200K+ in revenue and you're paying meaningful federal tax, you'll see the areas Krystin looks at when reviewing a business.

How long is the training?

Set aside about 60 minutes, plus time for live Q&A.

Do I need to bring any tax documents?

No. Bring your questions and something to take notes with.

Will this tell me what to ask my current CPA?

Yes. Part of the goal is to help you better understand what proactive tax planning looks like, so you can ask better questions about your own business and tax setup.

Thursday at 7 PM EST

April Tells You What Already Happened

The Decisions That Shape Your Taxes Happen Before Then.

Learn how The Forensic Tax Review System looks at your business before another year closes, so you can make more informed tax decisions while there's still time to act.

Thursday at 7 PM EST