Your CPA Files Your Taxes.
We Design What Happens Before They’re Filed.
Most tax planning starts after the money has already been earned.
Private Wealth Architecture is designed to structure your business, assets, and income proactively before tax consequences become permanent.
How We Work With You:
THE Traditional CPA Approach
Communication once a year in March, focuses solely on compliance, accepts small business tax strategies as sufficient, has no knowledge of advanced strategies
PRIVATE WEALTH Architecture
Proactive year-round positioning, optimizes multi-entity holding structures, implements corporate tax strategies that can cap profits to 21% federal tax.
THE PROCESS
Step 1
Create the Structure.
Unlimited time working with Mark Lewis, EA to create a structure that solves for Tax Reduction, Asset Protection and Legacy Preservation for the next 40 years.
Step 2
Execute Documents.
Our legal team works with you to execute all the documents required to create the structure.
Entities are also created by our team.
Step 3
Asset Conveyance.
We assist you with the legal conveyance of assets into the structure, bank accounts, and ensuring that everything is compliant.
Step 4
Execution.
Final execution of tax and estate planning modalities, and partnership with your current accounting legal team fully understanding the nature of your new powerful structure.
RESOURCES
Get access to hundreds of hours of high level training created to go deep on a lot of topics that can make or brake your tax strategy
Executive Wealth Kit
After 17 years of helping business owners protect their assets and build generational wealth, Mark Lewis, EA reveals the playbook the ultra-wealthy use to protect and grow their wealth. This comprehensive bundle of 12 bite-sized, high-impact courses pulls back the curtain on battle-tested strategies that work in the real world, not just theory. Each course runs between 5-13 minutes, delivering concentrated knowledge without the fluff.
Don't let another day go by paying unnecessary taxes or leaving your assets exposed to lawsuits and probate. The elite aren't smarter - they just know things you don't. Until now.
Get instant access to all 12 courses and start your journey to true financial freedom today.
Elite Architecture Build Day
Limited Availability | Starting at $5000
The Architecture Behind Serious Wealth
Building wealth is one thing. Structuring it intelligently is another.
We design and coordinate the tax, entity, ownership, and asset strategies that help business owners protect capital, improve efficiency, and create a stronger financial foundation.
-
Isolating operational liability, optimizing S-Corp vs. C-Corp splits, and structuring management entities to shift income into lower tax brackets legally.
-
our legal experts create a structure that mitigates legal exposure of assets.
-
Corporate structure creates some of the strongest estate planning opportunities found for business owners
-
Compliance is the backbone of asset protection and tax reduction. Our professionals assist you in maintaining strict compliance easily and effectively.
Apply to be a Private Client
We accept a small amount of private 1-on-1 clients to receive the highest form of white-glove service for their unique portfolio and corporate structures.
If your business makes $100K+ in profit, please apply with your information, and we'll respond should there be acceptance with an e-mail and a link to set up a 30 minute call within 24 hours.
