Most People Overpay in Taxes. Our Clients Do Not.
Most People Overpay in Taxes. Our Clients Do Not.
Strategic tax planning for business owners and high-income professionals. Redirect your capital into your future, not the IRS.
Strategic tax planning for business owners and high-income professionals. Redirect your capital into your future, not the IRS.
Built by practitioners. Trusted by leading CPAs.
Built by practitioners. Trusted by leading CPAs.
Select Your Path
Select the path that matches your position and complexity.
Select the path that matches your position and complexity.
Business Owners
Founders and owners of established businesses with complex financial structures, advanced growth goals, and the vision to design their next phase.
Explore Path
Business Owners
Founders and owners of established businesses with complex financial structures, advanced growth goals, and the vision to design their next phase.
Explore Path
Business Owners
Founders and owners of established businesses with complex financial structures, advanced growth goals, and the vision to design their next phase.
Explore Path
High-Income W2
Executives, consultants, and professionals with significant W2 income seeking structured solutions for wealth preservation and tax efficiency.
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High-Income W2
Executives, consultants, and professionals with significant W2 income seeking structured solutions for wealth preservation and tax efficiency.
Explore Path
High-Income W2
Executives, consultants, and professionals with significant W2 income seeking structured solutions for wealth preservation and tax efficiency.
Explore Path
Asset Sale
Founders, owners, and key stakeholders with an anticipated capital event, exit, or transaction on the horizon.
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Asset Sale
Founders, owners, and key stakeholders with an anticipated capital event, exit, or transaction on the horizon.
Explore Path
Asset Sale
Founders, owners, and key stakeholders with an anticipated capital event, exit, or transaction on the horizon.
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Partners
CPAs, enrolled agents, and financial advisors seeking advanced, collaborative support for sophisticated client cases.
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Partners
CPAs, enrolled agents, and financial advisors seeking advanced, collaborative support for sophisticated client cases.
Explore Path
Partners
CPAs, enrolled agents, and financial advisors seeking advanced, collaborative support for sophisticated client cases.
Explore Path
“The biggest tax mistakes aren’t made on returns, they’re made in decisions long before.”
“The biggest tax mistakes aren’t made on returns, they’re made in decisions long before.”
Ed Lyon
Chief Tax Strategist, Excel Empire
Planning First,
Filing Second
Planning First, Filing Second
Planning First,
Filing Second
Most firms focus on filing, not planning. By the time returns are prepared, key decisions are already locked in. The result:
- Year-end scrambling
- Missed entity planning
- No forward modeling
We flip this and provide our clients with:
Most firms focus on filing, not planning. By the time returns are prepared, key decisions are already locked in. The result:
- Year-end scrambling
- Missed entity planning
- No forward modeling
We flip this and provide our clients with:
Most firms focus on filing, not planning. By the time returns are prepared, key decisions are already locked in. The result:
- Year-end scrambling
- Missed entity planning
- No forward modeling
We flip this and provide our clients with:
Modeled Outcomes
Modeled Outcomes
We run the numbers. No guesswork.
We run the numbers. No guesswork.
Ethical Reduction
Ethical Reduction
Fully compliant. Strategically assertive.
Fully compliant. Strategically assertive.
A Better Way: Proactive Tax Strategy
A Better Way: Proactive Tax Strategy
A Better Way: Proactive Tax Strategy
Excel Empire supports professionals, partners, and business owners with proactive tax planning, strategic advisory, and clear decision-making—before outcomes are locked in.
Our work goes beyond compliance to help clients anticipate risk, identify opportunity, and execute with confidence.
Excel Empire supports professionals, partners, and business owners with proactive tax planning, strategic advisory, and clear decision-making—before outcomes are locked in.
Our work goes beyond compliance to help clients anticipate risk, identify opportunity, and execute with confidence.
Excel Empire supports professionals, partners, and business owners with proactive tax planning, strategic advisory, and clear decision-making—before outcomes are locked in.
Our work goes beyond compliance to help clients anticipate risk, identify opportunity, and execute with confidence.
800+
800+
Strategic Partners
Nationwide
Strategic Partners
Nationwide
$1B+
$1B+
Managed Client
Tax Positioning
Managed Client
Tax Positioning
40+
40+
Associates Strong and Growing
300+
CTBA's Trained
CTBA's Trained
8
Published Works (and still counting)
Published Works
The Team Behind the Strategy
The Team Behind the Strategy
Senior tax planners, CPAs, and strategic advisors aligned around forward planning, not reactive compliance. We operate as an integrated advisory group, modeling decisions before execution and structuring outcomes with discipline.
Our work centers on multi-year strategy—designed to support growth, navigate liquidity events, and optimize capital efficiency across complex financial profiles.
Our Process
Our Process
Our approach is simple and disciplined.
Our approach is simple and disciplined.
Case Studies
Where Strategy Changes the Numbers
Real engagements. Structured strategy. Measurable results.
Latest Insights from the Chief Tax Planner
Latest Insights from the Chief Tax Planner
Excel Empire's Chief Tax Planner Ed Lyon is the author of "60 Minute Tax Planner" as well as many print and online publications. He has trained more than 3,000 CPAs and even dubbed “America’s Funniest Tax Guy” by CNN. Ed’s witty style makes learning about taxes fun.
Excel Empire's Chief Tax Planner Ed Lyon is the author of "60 Minute Tax Planner" as well as many print and online publications. He has trained more than 3,000 CPAs and even dubbed “America’s Funniest Tax Guy” by CNN. Ed’s witty style makes learning about taxes fun.
LIVE EVENTS
Upcoming Trainings, Workshops, and Advisor Events
Excel Empire hosts a limited number of live events each year for advisors, partners, and professionals seeking deeper strategic training.
See What Strategic Tax Planning Could Change
See What Strategic Tax Planning Could Change