For Financial Strategists
Save your clients thousands while we do the work.
The Augusta Rule™ is a done-for-you, compliant tax strategy service that turns business expenses into tax-free income, and positions you as the hero. We handle the complexity. You bring the strategy. Both you and your client win.
- Compliant with IRS Code
- Backed by 30-Year Tax Attorney
- Earn 5% of Your Client’s Fee Every Year
Done-for-your Clients
Software-backed service
Audit-Ready
Documentation for cpa
Audit Defense
Paid for by us
Earn for Referrals
for every client
Win Alongside Your Clients
Earn 5% Per Client
Deliver Real Results
Introduce a strategy that often saves your clients $14k-$140k+ annually—without them lifting a finger.
Deepen Client Loyalty
Help clients win and build a lasting wealth strategy into their business, year after year.
How It Works
We Provide
- Strategy call and onboarding for your client
- Fair market rental valuations
- Rental agreements and documentation
- Auto-generated invoices and payment tracking
- Year-end CPA-ready reports
- Full audit defense (if needed)
Your Role
- Identify fit and refer client
- Stay positioned as the strategic advisor
- Fold into larger tax planning conversation
- Optionally coordinate with client’s CPA
- Earn referral income
Client Requirements
- Typically earn $200k+ annually
- Have an Eligible Business Entity Structure
- Hold meetings with a legitimate business purpose
- Have 3+ attendees and 4.5 hr.+ meeting durations
- Spend 5-10 minutes per meeting to keep records
What Your Client Gets
Tax-Free Income
Clients convert business income into tax-free personal income with proper documentation.
Business Deduction
Clients’ businesses get a legitimate expense deduction at fair market value.
Peace of Mind
We handle and guarantee all paperwork, fair market comps, and IRS-ready reporting for them.
Real Asset Use
Clients get more real value out of the home they already own.
“I co-founded this service to give business owners Fortune 500-level tax compliance without the complexity.”
Backed by Elite Expertise
Most Augusta Rule “solutions” are built by software developers or marketers. Ours was co-founded by someone who has literally fought the IRS in court—and won. Our service is backed by:
- Thirty years of tax law and accounting
- Fortune 500 company tax experience
- A successful track record against the IRS in court
- A personal review of every template, methodology, and compliance requirement in our system