Tax optimization services

Beyond tax planning—your roadmap to financial clarity begins here

Our strategic approach to tax planning and compliance


Who's it for:

Business owners looking for proactive, year-round tax strategies.

What's included:

  • Quarterly Strategy Sessions
  • Proactive Tax Planning
  • Preparation & Filing
  • Real-Time Collaboration & Support
  • Financial Progress Scoring

Results you can expect:

  • Reduce your tax burden.
  • Gain clarity on financial decisions.
  • Stay compliant while maximizing savings.

Nth Degree Weighs In

Mark Cuban UNDERPAID His Taxes By 282 Million Dollars!?

CPA Dan Nicholson breaks down Mark Cuban's tax bill in this video. Cuban tweeted about paying $275 million in taxes, claiming he "pays what he owes," but what if that wasn't true?


In this video, Dan explains how Cuban drastically underpaid his tax bill! He explains how Cuban's sale of part of his Dallas Mavericks stake for $3.5 billion led to a significant capital gain. He also examines possible reasons for the tax difference, including previous payments and the deferral of taxes through an Opportunity Zone investment.

Building your tax optimization roadmap


Achieving maximum tax efficiency isn’t just about filing returns—it requires a structured plan to minimize liabilities and optimize cash flow. Our process ensures that every tax strategy is aligned with your long-term financial goals.

How it works:

Discovery & analysis

We assess your current tax position and identify overlooked deductions and credits.

Custom Tax Plan

We build a proactive tax strategy tailored to your business structure and financial objectives.

Ongoing optimization

Quarterly strategy sessions ensure your tax plan evolves with your business, keeping more money in your pocket.

Client success metrics


80%

increased their cash flow


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$56k

in tax savings


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90%

retention rate


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Book an intro call


Our business tax & accounting solutions


Business tax planning services

Business tax preparation services

Business tax compliance services

Business tax advisory services

Bookkeeping services

Business valuation services

Payroll services

Outsourced controller services

Outsourced Fractional CFO services

Business financial advisory services

Book a call today

Our business tax & accounting solutions


Business tax planning services

Business tax preparation services

Business tax compliance services

Business tax advisory services

Bookkeeping services

Business valuation services

Outsourced controller services

Outsourced Fractional CFO services

Business financial advisory services

Book a call today

Beyond tax optimization:

 Scalable financial strategy for growing businesses


While Tax Optimization provides the foundation for reducing liabilities and improving cash flow, many business owners need deeper financial visibility and strategic guidance as they grow. Our Controller and CFO service tiers build on this foundation, ensuring you have the financial systems and strategic insights to scale with confidence.

Controller services

Gain real-time financial clarity with weekly bookkeeping, monthly reporting, KPI tracking, and forecasting to support smarter decision-making.

CFO services

 Go beyond reporting with advanced financial modeling, business valuation, and high-level growth strategy, guided by a nationally recognized financial strategist.

Take control of  your finances & keep  more of what you earn


Stop overpaying in taxes and start optimizing your cash flow. We help purpose-driven entrepreneurs build smarter tax strategies, increase profitability, and legally and ethically reduce federal taxes by 25-100%.

Why are we trusted?


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John Smith

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Laura Williams

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Maxwell Evans

Financial Intelligence


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By Dan Nicholson April 1, 2025
Learn how small business owners can use bonus depreciation to accelerate deductions and reduce taxes in high-income years. This guide explains what qualifies, when it makes sense, and how to avoid common pitfalls. Schedule a tax strategy session with Nth Degree today.
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March 31, 2025
Self-employed business owners can deduct health insurance premiums to lower their tax bill and ensure coverage for themselves and their families. Learn how this tax strategy works and how to apply it to your business.
A business man in glasses and a collared shirt drinking coffee and looking at a book in an office
By Dan Nicholson March 29, 2025
Think your 401(k) is just an employee perk? Think again. This article explores how small business owners can turn a Traditional 401(k) into a high-leverage, tax-efficient strategy for building wealth, reducing taxable income, and retaining top talent. Discover overlooked benefits and smart ways to structure your plan for maximum impact.

Book a call today


Gain financial clarity and unlock hidden opportunities. Book a call today to start building a tax-smart, growth-focused financial strategy.