Free LIVE Training · New Tax Law

The Pathway to Zero: A Former IRS Auditor’s Plan to Legally Lower Your Tax Bill.

Carlotta Thompson · Former IRS Auditor · Founder, Tax Strategists of America

A former IRS auditor read every page. Join her live for a free two-hour working session before the December 31 deadline.

$139M+ in federal tax savings identified for 3,700+ business owners.

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“The Pathway to Zero”

Live online · Budget two hours · Bring last year’s return

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Your session—
Hosted byCarlotta Thompson
What to bringLast year’s return & a pen
  • Lower your tax bill Legal strategies, taught live.
  • Find more deductions Write-offs you may be missing, done by the book.
  • A plan you can act on Clear, practical next steps for your situation.
Built for six-figure owners Business owners and 1099 contractors taking home $150K+ after expenses.
How It Works

Drive Your Tax Bill Toward Zero

That’s the goal of the Pathway to Zero: legally bring your tax bill as low as the law allows. Here’s how it starts.

1

Register For The Free Training

Pick a time that suits you, enter your details, and reserve your seat. Takes about 30 seconds.

2

Find What You’re Overpaying

Bring last year’s return. See what you’re likely overpaying, and the write-offs your CPA never brought up.

3

Drive It Toward Zero

Leave with your path to legally lowering your bill, this year and every year after, with a former IRS auditor’s team.

Every year without a strategy costs you money you already earned.

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100% free Live, not a replay No obligation
What you’ll walk away with

Three Things,
In Two Hours

A 10-second test

Run it live on your phone, without asking a single soul. You’ll find out whether your money has ever been protected, or just filed.

Your number

What you’re likely overpaying every year, calculated live on your own business while you watch.

Your expiry date

The exact date the government quietly deletes the oldest year of your money. Nobody sends you a letter about it.

From inside the IRS

What You Pay Isn’t What You Owe.

It’s not what you think

In the audits Carlotta ran, more than half of the owners who lost were doing the right thing.

They just couldn’t prove it. Agents were trained to ask one question, and it’s not the one TikTok warned you about. She’ll show you exactly what it is, live.

Hiding in plain sight

There’s money sitting in tax returns you’ve already filed.

The law gives you roughly three years from the filing deadline to claim it. Then the oldest year expires. Forever. On the training you’ll learn the date yours runs out.

$40,000disallowed over one missing page

The Best Records She’d Ever Seen. Still $40,000 Gone.

Early in her IRS career, Carlotta audited a business owner with a perfect mileage log: dates, destinations, receipts. Then her instructor asked for one document his accountant had never mentioned. He didn’t have it, and roughly $40,000 in expenses came off his return. On the training, you’ll find out in ten seconds whether you have it.

Find out if your money has been protected, or just filed.

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100% free Live, not a replay No obligation
What You Get

Walk Away With a Smarter Tax Strategy

Two hours, live. Here’s what you leave with.

Carlotta Thompson, founder of Tax Strategists of America
Carlotta Thompson
Former IRS Auditor · Founder, Tax Strategists of America
7 years inside the IRS, including the National Research Project. Her team of five ex-IRS agents has identified $139M+ in tax savings for 3,700+ owners.

Clarity on Your Situation

Why the IRS taxes what you can’t prove, and what that means for your return.

Know Your Number

Know what you’re overpaying before the year ends, not after.

More Capital to Reinvest

Every $1 you save is worth about $7 in new revenue. Keep more without selling more.

Confidence It Holds Up

See what an examiner actually checks, and why proof lowers your audit risk.

A Clear
Next Step

Walk out with a roadmap, not a pile of notes.

Relief From Tax Stress

Stop feeling surprised, behind, and unprepared.

What We’ll Cover, Live

Built for six-figure business owners and 1099 contractors. Here’s what Carlotta covers, live.

The write-offs Congress buried in the new tax law: including one that pays you back for money you spent in past years, and the December 31 clock on this year’s list.
Why owners who do the right thing still lose audits: and the one thing agents are actually trained to check. It’s not what TikTok told you.
The Insider Line: why your accountant keeps bringing you the same five strategies while 150+ sit untouched, and why that’s not his fault.
The 3-year window: how owners legally reclaim money from returns they’ve already filed, before the oldest year expires for good.

Plus, you’ll calculate your own overpayment number live, and see real client cases with Q&A.

How We Deliver

Strategy. Implementation. Protection.

Most firms hand you ideas and wish you luck. Here’s what we do differently.

Proactive, Year-Round Planning

Most accountants report what already happened. We plan what happens next.

Coordinated Implementation

Every strategy calculated and coordinated together, so nothing gets missed or cancels out.

Audit-Ready Documentation

Every strategy documented to the examiner’s standard, so it can be defended, not just deducted.

A Team That Answers

Real people, including five ex-IRS agents, handling your questions before you join and after.

See how it applies to your business, free.

Register For The Free Training
100% free Live, not a replay No obligation
Real Results

See What Previous Attendees Are Saying

The worries we hear every week, and the people who don’t have them anymore.

3,700+
Business Owners Served
$139M+
Tax Savings Identified
5
Ex-IRS Agents On Staff

Our team has identified more than $139M in federal tax savings for 3,700+ business owners.*

The Worry

“My CPA just files my return. Nobody is actually planning ahead for me.”

“Last year we paid 7.5% tax. They have literally changed our life.”
SV
Steve V.
Actuary & Business Owner
The Worry

“Every spring I brace for another five-figure bill I didn’t see coming.”

“I had no idea what I was doing with taxes and I suspected my current accountant didn’t know either... Carlotta and the team were able to help me save TENS of thousands of dollars by structuring me properly early on.”
NB
Noah Brewer
Owner, Ads Agency · Client since 2019
The Worry

“Two hours is a lot. Will it actually be worth my time?”

“This is the most exciting webinar. I haven’t even gone to the bathroom because I don’t want to miss anything :-)”
KL
Klaudia Lewis
Live training attendee
The Worry

“It’s free. So what’s the catch?”

“This is chock full of value and we are blessed to be able to get this kind of information for free. Thank you so much for putting this together.”
MS
Marianne Secrest
Live training attendee

Real clients, real chat messages. Individual results vary. Your savings depend on your facts, your business, and your implementation.

Case Studies

Two Real Returns, Before and After

Client results Carlotta walks through in the live training.

Case Study

From a $176,700 Tax Bill to $9,167

She earned $569,131, and her CPA saw the same return every year. Nothing on it was exotic. What was missing was never knowledge. It was proof.

Hiring her children The Augusta Rule Cost segregation Short-term rental

Client results shared in the live training. Individual results vary.

Income$569,131
Projected tax bill$176,700
Tax bill after strategy$9,167
Case Study

From an $88,975 Tax Bill to $27,398

She earned $216,942, right in the middle of the room. Same strategies, smaller tree, and she chose exactly how far to go.

Client results shared in the live training. *Income and self-employment tax combined. Individual results vary.

Income$216,942
Projected federal tax*$88,975
Tax bill after strategy$27,398

See what’s sitting in your return, free.

*Tax savings identified by Tax Strategists of America across client engagements. Individual results vary.

Register For The Free Training
100% free Live, not a replay No obligation
Why She Does This

From IRS Auditor to Your Side of the Table

“I’m not here to teach you how to cheat. I’m here to make sure the IRS never collects one dollar more than the law says you owe. And I read the law. All of it.”

Carlotta Thompson started studying tax law at 14 years old, when an IRS instruction booklet came in the mail and her dad told her to read it. By 18, she was out-calculating the big-box tax software.

She went on to spend seven years as an IRS auditor, including the National Research Project, a team so small that most agents spend an entire career in that building and never once sit in the room. What she saw changed everything: business owners losing money that was legally theirs, not because they cheated, but because nobody helped them prove it. When a blue-collar business owner told her the bill she’d just handed him would cost him his business, she walked out.

She started helping business owners at night through her church. That ministry grew into Tax Strategists of America: 50+ employees, including five ex-IRS agents who build every file to the examiner’s standard. She has trained IRS auditors, CPAs, and enrolled agents across the country, and gives back through her Called to Love nonprofit.

Carlotta Thompson, former IRS auditor and founder of Tax Strategists of America
Carlotta Thompson · Former IRS Auditor · Founder, TSOA
The Difference

Filing Taxes Is Compliance. Planning Them Is Wealth.

Only the IRS can beat the IRS.

Your CPA is graded on whether your return gets filed and accepted. We’re graded on how little you legally pay, by a team built from the people who used to run the exam.

What you need
Tax Strategists of America
A typical CPA
Proactive, year-round tax strategy
Five ex-IRS agents on the team
Strategies above the Insider Line
Documentation to the examiner’s standard
Prepares your annual return
Audit defense by former IRS agents

Keep the CPA you love. We work alongside them, and your annual file is built so they can drop it straight into your return.

See the proactive side for yourself, free.

Register For The Free Training
100% free Live, not a replay No obligation
Read This Before You Register

This Training Is Not For Everyone

This is for you if…

  • You own a business or work as a 1099 contractor. Our clients are doctors and medical practices, contractors and skilled trades (HVAC, plumbing, pools), consultants, agencies, tech founders, and real estate investors.
  • You’re profitable: making $150,000+ after expenses, or paying $10,000+ a year in federal tax.
  • You suspect you’re overpaying, but your tax pro “handles it” and nothing ever changes.
  • You want strategies that are documented to hold up, not another to-do list.

This is not for you if…

  • You have W-2 income only, with no business, side income, or rentals, and no plans to start one.
  • You’re looking for loopholes, offshore schemes, or ways around reporting income.
  • You want theory and inspiration instead of real implementation.
Questions, Answered

The Things You’re Wondering

Fair questions. Straight answers.

Is this really free? What’s the catch?

Yes, the live training is 100% free. Carlotta teaches real strategies and real audit stories, and at the end she explains how Tax Strategists of America can help if you want it. Attending carries no obligation.

Is this another beginner “Tax Strategy 101”?

No. This is built for established business owners and investors. You’ve probably heard of the five or six strategies everyone talks about. The training goes past those, into the 150+ most owners never use, and why the IRS taxes what you can’t prove.

Won’t tax strategy raise my audit risk?

Carlotta used to decide which returns got pulled for audit, and her answer surprises most people. The riskiest return isn’t an aggressive one. It’s an honest one you can’t prove. The training shows what an examiner actually checks, and why proper documentation lowers your risk.

My CPA already handles this. Why would I attend?

Then keep your CPA. During the training you’ll run a 10-second test that shows whether your current setup includes the one document most owners are missing. Either way, Tax Strategists of America works alongside your CPA, not instead of them.

I’ve been burned by tax “gurus” before. Why is this different?

Then this training is for you. Carlotta gives you three questions that expose any tax firm, including hers: who builds the file, who holds the file, and who talks to the IRS if they call. If the answer to any of them is “you do,” you’re being sold ideas, not proof.

Can’t I just ask ChatGPT?

Ask it anything, and you’ll show up smarter. But AI can describe a strategy. It can’t build your file, hold it, or sit across the table from an examiner, and it’s confidently wrong about tax law more often than people think.

Who is this training for?

Six-figure business owners and 1099 contractors: doctors and medical practices, contractors and skilled trades, consultants, agencies, tech founders, and real estate investors. If you have W-2 income only, with no business, side income, or rentals, this training probably isn’t for you.

I’m an accountant. Can I attend?

Yes. Accountants attend every session. Take notes and reach out afterward, because Tax Strategists of America partners with accountants across the country.

When is it, and how long should I plan for?

It runs live online, and new sessions are added regularly. When you register you’ll pick the session that works for you and see it in your own time zone automatically. Please budget about two hours and bring last year’s tax return if you have it. Attendees regularly say it goes fast.

Still deciding? The seat is free either way.

Register For The Free Training
100% free Live, not a replay No obligation

This Year’s List Has a December 31 Deadline.

The training is free, and it’s live. The write-offs Carlotta covers have to be in place by December 31. After that, this year’s list is gone for good.

Register For The Free Training
The Pathway to Zero · Free LIVE Training with former IRS auditor Carlotta Thompson
100% free Live, not a replay No obligation