"At Excel Empire, we come alongside tax professionals and business owners as partners, equipping them with smart, ethical, and legal tax strategies to save more and give more. Together, we help you fuel your business growth, retain key employees, and make a lasting impact in your community. It’s more than tax reduction—it’s about building a legacy of success and contribution."
Matthew Pearson, Founder
Crown is an invitation-only program limited to 65 new clients in 2025. And it’s designed to help you accomplish your unique financial goals while minimizing the interference of excessive taxes.
How does the Crown program work? Essentially, the same as when you go to the doctor because you don’t feel well. First, the doctor diagnoses the problem. What’s wrong with you? Next, he prescribes a remedy. What’s it going to take to get better? And third, he works with a pharmacist, a surgeon, or some other specialist to fill that prescription and provide a solution. This is an ongoing process. The doctor doesn’t just say, “Take two of these.” He says, “Take two of these and call me in the morning.”
Our Crown process starts with a Discovery call, where we ask about your “symptoms.” What are your goals, your circumstances, your opportunities, and your constraints? Then we look at your “bloodwork” – your business and personal tax returns. These help us identify mistakes and missed opportunities that may be costing you taxes you don’t have to pay. This is a complimentary service – until we’ve finished, we won’t know how much to charge in the first place!
At that point, we’ll present a letter of engagement to write the prescription. You’ll see your entire investment up front, with no worries about hourly meters or surprise billings.
Should you choose to engage us, we’ll write your prescription based on a holistic view of your entire financial picture, including business entities and structures; executive compensation; employee benefits; retirement plans; real estate operations; charitable giving; investment portfolios; and exit strategies. In most cases, you’ll have multiple strategies to choose from, allowing you to pick the one that best meets your needs.
Finally, we work with your current CPA – or refer you to ours – to execute on our strategy and “fill the prescription”. In some cases, where special expertise is necessary, we’ll refer you to our nationally recognized team of experts. This is a white glove service, so we will meet with you at least once a quarter to stay on top of your plan, as your business circumstances and tax laws evolve.
We guarantee a completely bespoke plan, nothing “off-the-shelf”, to cover every business owner at this level. Tailored to your specific needs, you’ll have Excel Empire co-founder Matt Pearson and Chief Tax Planner Ed Lyon personally on your side.
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