# Excel Empire

> Excel Empire is a tax architecture firm for business owners and high-income professionals in the United States. The firm keeps the books and the accounting foundation right through Core, designs the tax structure, entities, compensation, income and long-term planning, as one coordinated plan, advises owners at the executive level as the business grows, and trains tax, financial and business professionals through the Certified Tax & Business Advisor (CTBA) program. It is led by Founder and CEO Matt Pearson and by Chief Tax Strategist Ed Lyon, JD. Headquartered in West Palm Beach, Florida, serving clients nationwide.

Where most tax work starts after the year ends, Excel Empire starts before decisions are locked in. Diagnose, design, deliver.

Excel Empire is built for the owner whose tax bill grew faster than the planning around it. Owners whose federal tax runs past $70,000 a year are where the firm starts looking: at that level we review the returns and say plainly whether we can help, because entity structuring and financial leadership can carry real value there. Past $100,000 a year is where Crown, the flagship engagement where strategic tax reduction architecture begins, generally makes sense. Those are qualification markers, not prices and not promises; they exist so the right owner calls and nobody else gets sold something they do not need.

Every number Excel Empire puts in front of a client comes from that client's own facts. The firm designs the structure and shows the work. Every fee is fixed for the year and tied to the work, agreed once the books and returns have been reviewed. What a client realizes follows from what the client implements. Case studies describe past client engagements with identifying details removed.

## About

- [About Excel Empire](https://excelempire.com/about-us): Why the firm exists, how it thinks, how it works.
- [Matt Pearson, Founder and CEO](https://excelempire.com/leadership/matt-pearson): Led a national tax services firm past $100 million in annual revenue, as stated on his LinkedIn; author of SHIFT: From Operator to Owner; leads the weekly Excelerator Calls for advisors.
- [Ed Lyon, JD, Chief Tax Strategist](https://excelempire.com/leadership/edward-lyon): Author of eight books on tax planning; has trained more than 3,000 CPAs through the Tax Master Network he founded; more than 500 broadcast appearances.
- [SHIFT: From Operator to Owner, by Matt Pearson](https://excelempire.com/shift-book-launch): The book and where to get it.

## Who we serve

- [Business owners](https://excelempire.com/who-we-serve/business-owners): Owners and founders whose federal tax runs past $70,000 a year.
- [High-income W-2 earners](https://excelempire.com/who-we-serve/high-income-w2): Executives and professionals with large compensation events.
- [Owners planning an asset or business sale](https://excelempire.com/who-we-serve/asset-sale): Pre-sale tax planning, before the letter of intent.
- [CPAs, advisors and partners](https://excelempire.com/who-we-serve/partners): Professionals who bring tax planning to their own clients.

## Solutions

- [Core](https://excelempire.com/solutions/core): Bookkeeping and accounting for business owners, with tax planning built in: year-round bookkeeping, monthly reconciled statements, compliance filings, a CPA or enrolled agent assigned to the case, and a scheduled conversation every month with a team led by Laurie Cook, supported by a team of enrolled agents and accountants with decades of experience each.
- [Crown](https://excelempire.com/solutions/crown): Where strategic tax reduction architecture begins, for owners with growing complexity.
- [Business Exit Planning](https://excelempire.com/solutions/business-exit-planning): Tax planning before a business sale.
- [Capital Gains Mitigation](https://excelempire.com/solutions/capital-gains): Planning around a capital event.
- [Tax Reduction Strategies for high-income W-2 earners](https://excelempire.com/solutions/high-income-tax-reduction): Coordinated planning for large compensation.
- [Roth Excelerator](https://excelempire.com/solutions/roth-excelerator): Roth conversion planning.

## Proof

- [Case studies](https://excelempire.com/case-studies): Past client engagements, anonymized, with the strategy and the result.

## For professionals

- [Certified Tax & Business Advisor (CTBA)](https://excelempire.com/certified-tax-and-business-advisor): Training and designation for CPAs, Enrolled Agents, financial advisors and business advisors who want to offer proactive tax planning to their clients.
- [Events and trainings](https://excelempire.com/events): Live CTBA training in Florence, Kentucky, and partner events.
- [Partners](https://excelempire.com/partners): How CPAs and advisors work with Excel Empire.

## Resources

- [Blog](https://excelempire.com/blog): Weekly tax planning columns.
- [Contact](https://excelempire.com/contact): Reach the firm.
- [Request a Strategic Review](https://excelempire.com/talk-to-an-expert): The first step of every engagement.

## Optional

- [Privacy policy](https://excelempire.com/privacy-policy)
- [Terms of service](https://excelempire.com/terms-of-service)