WiseUp Tax Group

WiseUp Corporate & Estate Plan Pro (WCEPP)

The Strategic Tax & Growth

Edge for Your Empire

Built for the Boardroom, Not the Backroom.

In the realm of corporate giants and large estates, the Financial and Tax Landscape isn’t just Complex – It’s a Minefield!

WiseUp Corporate and Estate Plan Pro (WCEPP) is engineered for those at the helm of Corporations (CEOs, Founders, C-Suite Executives), Multi-Business Ventures, or Substantial Estate Holdings, offering a comprehensive suite of services designed to navigate the intricacies of Tax Laws, Financial Planning, & Estate Management with Unmatched Precision.

Tailored for Your Needs.

WiseUp Corporate & Estate Plan Pro isn’t a one-size-fits-all solution but a customized layer of strategies for those managing more than just
a business or a portfolio
. It’s for leaders overseeing vast corporate structures or extensive estates, demanding a higher level of sophistication and support.

Your WiseUp Expertise Includes

  • Corporate-Level Tax Strategy

    Beyond basic compliance, we're crafting proactive tax strategies that protect and enhance your corporate and estate assets.

  • 24/7 Executive Access

    Direct line to your dedicated team of tax advisors, Fractional CMOs, and bookkeepers ensuring round-the-clock support for your multifaceted operations.

  • Strategic Planning Sessions

    Monthly deep-dive consultations with top-tier CPAs, financial advisors, and estate planning experts all focused on securing and expanding your empire.

  • Customized Financial Playbook

    Tailored financial and estate planning strategies, from tax-efficient wealth transfer to corporate restructuring, ensuring your legacy and business thrive.

  • High-Level Financial Reporting

    Comprehensive monthly report from our Virtual CFO Power Partner offering clear insights into your corporate and estate financial health leveraged with our Proactive Tax Expertise Support.

  • Seamless Coordination

    Expert handling of all IRS and State Revenue Board correspondence, plus coordination with Third-party Professionals, from Financial Advisors to legal counsel.

  • Robust Audit Defense

    A fortress of support in the face of audits, leveraging deep tax code knowledge to defend your corporate and estate interests.

Crack Your Tax Code & Keep More Money

Space is limited, and your potential is not. Apply today.

The Cost of Going It Alone

Individually, securing this level of expertise could cost tens of thousands monthly — $5,000 to $25,500 for a Fractional CMO, $899 plus for a bookkeeper, and upwards of $450 an hour for tax advice.

WCEPP consolidates these essential services, offering unparalleled value and saving you a significant sum while propelling your business and estate forward.

Unparalleled Expertise.
Unmatched Savings.

WCEPP is your all-in-one financial expertise suite, designed to streamline your corporate and estate management, ensuring compliance, fostering growth, and protecting your legacy.

Control Your Empire’s Future with WCEPP

For the empire builders and the legacy creators, WCEPP isn’t just a partner—it’s your strategic advantage in a world brimming with financial complexity and ripe with opportunity.

This plan is limited to only 15 new clients each year. Don’t miss your chance to command your financial future.

Our process to get started

Crack Your Tax Code & Keep More Money

Space is limited, and your potential is not. Apply today.

Exclusive Offer:
$3,000/Mo + One-Time Enrollment Fee
(3x Monthly Fee)

What Our Clients Say

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