For 6 to 8 figure Consultants, Coaches, YouTubers, and Agency Owners: I find what's broken and costing you money in your Entity, Accounting, Taxes, & Wealth Structure to...
Legally Slash Your Tax Bill by 5+ Figures, Reclaim 10+ Hours Each Month and Optimize Your
Financial Structure
BOOK A CALL
HOW DOES IT WORK?
1. Apply for VIP Wealth Takeover Blueprint: Book your initial free 30 minute Discovery Call so we can review your current setup.
2. Determine Fit: I’ll ask targeted questions to assess your current setup. If the analysis isn't the right fit, I’ll give you my 'Life.OS' system—a powerful time-saver—completely free. If it is a fit...
3. Secure Your Spot & Onboard: Complete your intake form, securely upload documents, and schedule your VIP Wealth Takeover Analysis Session.
4. VIP Wealth Takeover Blueprint: I perform a deep-dive Diagnostic Analysis of your entity, taxes, accounting, and wealth using my signature Wealth Takeover Quadrant. I'll deliver a color-coded blueprint revealing cash leaks, missed strategies, and compliance gaps to ensure audit speed.
5. Deployment (Financial Surgery): You choose to implement my custom guide and tax strategy on your own or hire me to perform the full deployment for you.
Does your business need a Financial Surgery? Let's start with a Financial Analysis...
A private, deep-dive financial structure review. Your CPA handles the annual checkups, but I perform the diagnostic analysis that leads to the Financial Surgery. Backed by 30+ years of experience, I uncover where your time and cash flow are slipping through the cracks. You walk away with a clear, actionable strategic blueprint to:
Optimize your overall entity and wealth structure,
Organize your financials for maximum audit speed while capturing missed deductions,
Protect your wealth by uncovering hidden, legally-sound savings.
VIP 1:1 experience. Only 5 spots. If I don't find savings, you don't pay.
Do you ask yourself questions like this? ...
Are My Deductions and S-Corp Basis Accurate?
I verify your bookkeeping, chart of accounts, and basis so your numbers are reliable.Are Income & Expenses Classified Correctly?
I check for mis categorization that could be costing you money.Am I Missing Deductions?
I identify write-offs you’re not currently taking.Am I Audit-Ready?
I review documentation to help ensure you’re prepared if questions arise.Are Mileage, Meals & Travel Tracked Properly?
I ensure you’re maximizing deductions while staying compliant.Is My Home Office Set Up Correctly?
I confirm eligibility and correct calculation.
Are My Expenses Tracked and Structured Efficiently?
I evaluate if an accountable plan could improve tax efficiency.Where Is My Money Going?
I analyze spending to uncover waste and improve organization.Is My Business Structure Optimized?
I assess whether your LLC, S-Corp, or setup supports tax savings.Am I Paying Myself Efficiently?
I review compensation strategy to avoid unnecessary taxes.Do I Have a Financial Tracking System?
I evaluate how you monitor cash flow, profit, and taxes.Can I Trust My Financials For Tax Planning?
I review how you use your P&L and balance sheet for decision-making.
You’re not overthinking it, these are the exact problems
The Wealth Takeover Blueprint is designed to solve.
VIP 1:1 experience. Only 5 spots. If I don't find savings, you don't pay.
The VIP Wealth Takeover Blueprint™
CHALLENGE
Most business owners are doing well…
But behind the scenes:
Their tax strategy or entity isn’t optimized
Their books feel unclear or theory that can not be used
Their deductions are incomplete or not being tracked
Their cash flow is inconsistent
So even though they’re making money…
They’re losing more than they realize.
SOLUTION
Inside your private review, I will:
Identify where you are overpaying in taxes
Uncover missed deductions and weak spots
Review your entity and compensation strategy
Analyze your books for accuracy and optimization
Evaluate your cash flow and profit leaks
Show you know exactly where to fix and what to fix
You leave with a clear action plan—no more confusion
WHO THIS IS FOR
High performing professionals who are the CEO, CFO, Financial Steward, Financial Decision Maker of their own business. Coaches, Consultants, Teachers, CPAs, Accountants, Financial Planners, Attorneys, Marketers, Youtubers, Doctors, Speakers, or Book Authors who:
Are fast action takers, who want to fix their financials fast.
Making $250K or more & want to reduce taxes, legally.
Feel like money is being made—but not fully kept
Have been through an audit and are done leaving things to chance.
Feel overwhelmed tracking their finances and tax season is a stressful season.
Value logic, structure, hands on training, and systems using Excel Spreadsheets.
WHO THIS IS NOT FOR
People who:
People who don't have a business in the US.
Business owners who manage inventory.
Excel-phobic owners
Brand new businesses unless is their second one.
People who want to delay fixing their finances from hours to weeks.
WHAT THIS IS NOT
This is not:
This not tax preparation or tax filing
This is not bookkeeping
This is not a tax update consultation.
This is an expert review of your entity, books, tax & wealth to find money leaks.
“You do not rise to the level of your goals, you fall to the level of your systems.”
James Clear author of Atomic Habits
VIP 1:1 experience. Only 5 spots. If I don't find savings, you don't pay.
Susan Ker, EA.
IRS Enrolled Agent I Tax Advisor.
Unlock 30+ years of experience in finance with the Wealth Takeover Systems perfected over decades,
Practice Good Stewardship,
skip years of clutter, and
achieve clarity
so you can finally experience, not just tax savings, but the financial peace you deserve.
Tax Strategies won't work if any of these are broken
I use this proprietary quadrant with over 100 checkpoints to review your entire financial picture so it can come into alignment.
If these 4 areas aren’t working together, you’re ...
overpaying in taxes,
losing profit, and
Delaying decisions.
1. ENTITY
Why it matters
Determines how much tax you pay (legally)
Protects you in audits (structure must match activity)
Controls how money flows to you personally
2. ACCOUNTING
Why it matters
Garbage in = garbage out (bad books = wrong tax strategy)
Supports every deduction you claim
Gives you real numbers to make decisions
3. TAXES
Why it matters
This is where you legally reduce taxes
Prevents penalties + stress during tax season
Turns accounting data into actual savings
4. WEALTH
Why it matters
Profit does not equal cash → this keeps you from going broke while “profitable”
Builds real wealth beyond taxes
Ensures money is being kept & multiplied, not just earned
Inside The VIP Wealth Takeover Blueprint™, I review all 4, step by step.
When these 4 work together, everything changes:
Taxes go down
Profit goes up
Decisions become clear
Your VIP Wealth Takeover Blueprint
Starts With a VIP Wealth Takeover Analysis
We verify bookkeeping, chart of accounts, and S-Corp basis for accuracy.
We review classifications to catch costly errors.
We find missed deductions to increase write-offs.
We review records for audit readiness.
We optimize mileage, meals, and travel tracking for compliance.
We confirm home office setup and calculations.
We assess expenses for better tax efficiency.
We analyze spending to reduce waste.
We evaluate your structure for tax savings.
We review compensation to reduce taxes.
We assess your tracking for financial clarity.
We review P&L and balance sheet for tax planning.
VIP 1:1 experience. Only 5 spots. If I don't find savings, you don't pay.
Why hundreds of business owners have worked with Susan
Mindblowing
Concept!
Eye Opener!
Very, very
Valuable!
I Applaud
You!
Blueprint of Structure Deployment to less waste of hours & 90% less in taxes
I came to Susan Ker worried about a large tax bill after a major sale. She created a clear, step-by-step plan and helped me save over $150,000 in taxes in just three years. She brings clarity, confidence, and peace when you need it most.
Liza L.
Real Estate Investor
Blueprint of Structure Deployment to peace & 60% less in taxes
I was facing a face-to-face IRS audit and completely overwhelmed. When Susan stepped in, her calm, confident expertise gave me immediate peace of mind. She helped me save a significant amount in taxes, penalties, and guided me through one of the most stressful moments of my life to save thousands.
Debi V.
CEO-CFO Business Owner
Blueprint of Structure Deployment to visibility & 100% less in taxes
Filing my return felt confusing until I worked with Susan Ker. She explained everything clearly, guided me step by step, and helped me properly apply my income and expenses toward a refund. I’m very grateful for her expertise and support.
Belisa M.
Human Service Consular
Blueprint of Structure Deployment to Peace & Tax Refund
Working with Susan Ker changed how I feel about taxes. Her knowledge of taxes, accounting, and organization is impressive, and she helped me keep more of my money while knowing everything was done correctly. Her guidance is clear, patient, and easy to follow.
Ruth M.
Business Owner
Blueprint of Structure Deployment to Tax Savy & 30% Less Tax
I’d worked with other tax professionals and felt frustrated. Working with Susan Ker was a relief—she helped me get organized, understand my taxes, and stop worrying about overpaying or making mistakes. Thanks to her, I’ve saved money and gained real peace of mind.
Rebeca C.
CEO-CFO Business Owner
Tax savings were the result — organization was the foundation.
The backend system I used to help clients lower thousands in taxes is now optimized and simplified for you.
This is the financial organization every entrepreneur wishes they had years ago.
"He that is faithful in a very little is faithful also in much..."
Luke 16:10. Author Jesus.
Meet Your Host
Susan Ker, EA.
Susan Ker, EA.
She is a faith driven IRS Enrolled Agent and Tax & Wealth Advisor, known as the Mastermind of Wealth Organization and creator of The Susan's Tax Code Quadrant.
As a founder of Wealth Takeover Inc., she provides tax advisory, tax organization, tax savings strategies, and bilingual tax training (Spanish & English). She helps 6–8 figure service-based entrepreneurs, doctors, lawyers, architects, real estate investors, CPAs, tax pros, and coaches save time and hundreds of thousands in taxes.
Having been married for more than three decades, she understands the patience, character, and persistence required to build lasting results — in both life and business.
Decades of Financial Experience
With over 30 years in the financial world—first as a bank manager, then founder of a successful tax firm, and as an IRS Enrolled Agent—she believed she had found her forever path.
She helped 5 to 8 figure clients save time, thousands of dollars, and survive intense in-person IRS Audits… until she saw what happened to the ones who came too late. One man said, “The IRS ate me alive. I wanted to hide under their desk. ” Another collapsed from stress and was rushed to the hospital. A marriage ended. Two businesses shut down under audit pressure. It wasn’t just about money anymore. It was about lives falling apart.
And the worst part? Susan watched business owners walk into audits like they had a blindfold on, while the IRS agent could see everything clearly.
Not fair!.”
The Turning Point
That was her painful breaking point. She realized her mission was no longer to defend, but to help business owners rise and reclaim their wealth with organization, lower taxes and wealth growth. So she returned to the tax jungle and her passion—this time equipped to clear the path.
The Mission Was Born
She launched a YouTube channel, was a keynote speaker, sold her tax firm, created hands-on trainings, published the Tax Jungle Magazine, and founded The Wealth Takeover Trainings —a mission to help business owners prevent chaos before it starts.
Passion Meets Strategy
Today she equips entrepreneurs to protect their time and slash taxes so they can build lasting wealth more efficiently. Her work blend divine inspiration, passion, elite mentorship from top-tier coaches, three decades of real-world financial wisdom, hundreds of books, and proven strategies.
She’s Not Here to Save You—She’s Here to Empower You to Be Your Own Wealth Hero.
She teaches what she always wished every entrepreneur knew before it was too late.
Wealth Organization Is Susan's Lifetime Passion
Unlock 30 years of experience in finance with systems perfected over decades, skip years of clutter, and achieve clarity.
VIP 1:1 experience. Only 5 spots. If I don't find savings, you don't pay.
When your taxes, and money live in one clear place,
you stop carrying them around in your head.
Frequently Asked Questions
1. Is this a free consultation?
A: This is not a consultation. The 30-minute free "Discovery Call" is to understand your situation and determine if this financial analysis is the right move for you.
If so,
1. Apply: Book your initial 30-minute discovery call.
2. Assess: We determine if this deep-dive analysis is the right fit for you.
3. Onboard: Finalize your investment, fill out the intake form, securely upload your files, and schedule your
Wealth Takeover Analysis Session.
4 Analyze: I use my Wealth Takeover Quadrant to build your custom, color-coded gap report showing any missed deductions, compliance gaps, and any misaligned overall structure.
5. Decide: Take the plan and execute it yourself, or hire me to deploy the Wealth Takeover Blueprint.
“If you are not measuring, you are not managing.” Tony Robbins
2. Can I just fix it myself?
A:
You could—but most business owners don’t know:
What to look for in their books,
What massive deductions they are missing, or
How their entity, taxes, and accounting all connect.
This analysis gives you a complete, expert-level roadmap built not from theory, but from 30 years of navigating real-world, in-person IRS and State audits.
3. Is it going to be complicated?
A: No.
I simplify everything into clear, prioritized steps using our proprietary Wealth Takeover Quadrant so you know exactly what to do next.
4. What makes this different from CPA?
A: Here’s the truth: Your CPA is likely doing a fantastic job, but a CPA is like a business family doctor. They handle the annual checkups, look at your past numbers to file your taxes, and make sure you stay compliant with the IRS.
I operate like a heart surgeon or financial surgeon. I don't do general checkups. I am brought in for a specific, high-stakes procedure: to perform a deep-dive analysis on your entity, accounting, taxes, and wealth to find where you are bleeding profit. This is what I call performing something like Financial Surgery on your business.
A family doctor doesn't have the specialized training or the hours to perform financial surgery. With my 30 years in the financial space and navigating strict in person or face-to-face IRS and State audits in my own Tax Firm, I put your business under a microscope to find the massive gaps that standard CPAs simply don't have the time or specialized lens to see.
📊 What the Data Shows
Many business owners still overpay taxes—even with an expensive CPA because CPAs expertise is on compliance. (Forbes- "Your CPA Isn’t Your Tax Strategist—Here’s Why That Matters" 3-3-25)
High-income business owners can end up paying 45%–50%+ in taxes unnecessarily without proper planning.
(NYC Independent "What’s Really Going On: Why 7- and 8-Figure Business Owners Are Still Overpaying in Taxes" 9-18-25)
Tax planning is often treated as a once-a-year event, which leads to missed opportunities.
(Kiplinger- "The Tax Trap Snares Many Business Owners ..." 9-22-25)
🔑 SIMPLE TRUTH
Your CPA files your past data because that is what they are suppose to do, but without a Tax Advisor unifying your strategy across your entity, accounting, taxes, and wealth, you risk overpaying the IRS every year and making great money without ever building true financial control.
5. Will you fix everything for me?
A: This financial analysis identifies what needs to be fixed. If you would like help implementing everything, that option will be available.
6. How long does the review process take?
A. Because this is a true 1:1 VIP experience, I am only accepting 5 clients. This allows me to deliver your complete Diagnostic Analysis in just 2 to 5 days after I receive your intake form and documents!
7. What do I need to prepare?
A. After our first Discovery Call meeting, you’ll complete a short form and upload any relevant financial documents so I can further review your setup.
Forms needed:
-- Prior 2 Years Tax Returns with your Profit and Loss and Balance Sheet.
8. Do I need to know excel?
A. No Excel stress! Just basic knowledge is enough.
9. What are other names for the Tax Strategy & Accounting Analysis?
Other names that mean the same thing...
-- Tax Savings & Accounting Assessment
-- Clean-Books & Tax Strategy Evaluation
-- Business Tax & Accounting Health Check
-- Tax Strategy & Internal Financial Audit
-- Tax Savings & Financial Roadmap
10. How much of my time will this take?
Very little. Total time of 3 meetings is about 2.5 to 3.5 hours. I know you are busy running a successful business. I do the heavy lifting of the analysis so you don’t have to sit through hours of boring meetings or do any homework.
11. Is my business too messy for this?
No mess is too big! With several years of experience handling IRS audits, I have not seen all, but I have seen a lot.
Whether your books are a little behind or completely disorganized, I know exactly how they are supposed to be organized to speed through an audit.
12. What exactly do I get at the end of this?
You will get a simple, color coded step-by-step roadmap—not a giant, confusing report. It shows you exactly where your money goes, how to save on taxes, and how to grow your wealth with peace of mind.
13. How much does this Tax Strategy and Accounting Analysis cost?
A: In my experience, every business is different, think of this like a doctor's visit. I cannot give a price until I ask a few questions during our "Discovery Call".
After you sign up, I handle the rest. I do a massive review of your past taxes, check your current profits, and build your personalized wealth takeover roadmap.
Here’s a preview of what you get after sign up:
1. A 1-on-1 VIP Wealth Takeover Analysis Session with me
2. A check of your business setup and plan
3. A review of your last 2 years of income and expenses
4. A review of your last 2 years of taxes
5. A simple estimate of what you may owe in taxes this year
6. A tool to help you manage your money better
7. And after all this dip-dive analysis, you get The VIP Wealth Takeover Blueprint, your personalized tax strategy and Accounting Structure Roadmap to help your wealth grow with peace of mind.
VIP 1:1 experience. Only 5 spots. If I don't find savings, you don't pay.
Fix the system that determines the
growth of your cash flow
Entity, Accounting,
Taxes, & Wealth.
Legal Disclaimer
The information provided in this service is based on extensive professional research in the fields of taxes and accounting. However, we do not guarantee specific results, including your ability to achieve financial success or save money using our strategies. Your results will depend entirely on your time, effort, energy, and commitment. Success in business requires a solid plan, a strong work ethic, and perseverance in the face of challenges.
This service is intended to offer you a simple framework that can be applied effectively. All relevant information is detailed in our terms, privacy policies, and legal disclaimers, available through the links on this page. If you share our practical vision of the business world and understand that reaching valuable goals requires effort and consistency, we’re confident this program is ideal for you. It will be an honor to accompany you on your path to success.
Enjoy the Wealth Takeover Blueprint!