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How We Helped Clients Save $45.8 Million in Taxes!
- Davis Oliver
- Feb 2
- 3 min read
Updated: Feb 16
As 2026 begins, the Taxes Saved team is excited to share how we helped clients in 2025 and why 2026 presents one of the most compelling tax planning windows we’ve seen in years. This window is open for high-income earners, business owners, and heavy savers in 401(k)s and IRAs who are seeing the importance of Roth conversions.
Our 2025 Results
Last year, we helped 215 clients optimize tax-savings outcomes through proactive planning and strategic execution. The combined 2025 tax savings totaled $45.8 million, up from $27 million in 2024. That’s a 68% year-over-year increase! The average client saved $213,116, with outcomes ranging from $50,000 to multi-million-dollar savings (depending on income, liquidity, and planning complexity). A key driver in 2025 was Roth conversion planning. Now is the time to act because we have a pro-low tax president who has only a few years remaining in his term. The new tax bill contains some great savings but these will only be available for a short time.
Of the 215 clients we served:
137 clients (≈ 64%) completed a Roth conversion of $200,000 or more.
More than $27 million in IRA funds were successfully converted.
These funds are now positioned for tax-free growth, income, and legacy with no future Required Minimum Distributions (RMDs).
For those with tax-deferred accounts, this shift alone represents one of the most powerful long-term tax advantages available. With 100% bonus depreciation reinstated under the new administration and an accelerating equity market backdrop, 2026 is shaping up to be a very favorable year for strategic tax planning, particularly for individuals who are expecting strong earnings or sizable taxable events.
Timing matters in tax strategy. Starting early allows more time to educate, plan, convert, adjust withholdings, and optimize (rather than react). In the first quarter, we are highlighting a new, focused strategy that allows clients to receive up to a seven times, year-one deduction.
For example, a $50,000 allocation can create up to a $350,000 deduction in year one. This deduction can be used for:
High-income W-2 income tax savings.
Business income/reportable income reduction.
Roth conversions without added taxes.
Early adopters are already using this strategy to reduce paycheck withholdings and increase cash flow throughout the year, leveraging the early savings to their advantage. One client, earning over $1 million, is using the seven times deduction to reduce their withholding enough to keep an additional $250,000 in cash flow throughout 2026, rather than waiting on a refund next year. The compounding impact is meaningful. If you are self-employed, imagine reducing or eliminating quarterly estimated tax payments!
If you’re interested in how these strategies work, how tax compliance is supported for you and how to learn your own numbers, we invite you to request your Saving Tax Optimization Plan (S.T.O.P.) analysis at TaxesSaved.com. This analysis helps identify strategic opportunities, timing considerations and potential tax-saving paths that are tailored to your personal situation and goals.
If tax planning is new to you or if you simply want an approach that is more strategic than paying, hoping or waiting for refunds, now is an excellent time to explore your options. Our proprietary tax savings software allows us to model your numbers before you act, so that everything comes down to results not guesswork.
To Request Your Saving Tax Optimization Plan (S.T.O.P.) Analysis
Visit TaxesSaved.com – Watch the insightful 20 minute On-Demand case study webinar that shares two impactful client case studies showing how to save thousands of dollars in taxes.
Request your S.T.O.P. Analysis – Saving Tax Optimization Plan tailored to your unique situation.
Select a Date and Time – Be specific! Choose a time so we can prepare for your tax-saving opportunities.
Show Up and Learn Your Tax Risk – We’ll walk you step-by-step through exactly what to do to reduce retirement taxes and keep more of your income.
Don’t miss learning how you can keep more, live more, and leave more in 2026.
Note: We serve retired, self-employed or high W-2 earners all over the Unites States. We have an efficient, supported process to meet online, as we have been doing for over 20 years. Our online meetings are private, the access is restricted and we never share our meeting link with anyone who’s not a part of the meeting.
Davis Oliver | Tax Strategist
Keep more, live more, leave more!
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