

✔ Master’s in Tax Accounting
✔ Licensed Financial Professional
✔ Construction Industry Focus
✔ Proprietary Planning Framework
CPAs report the past.
I help you control the future.
You didn’t build your business to:
• Hand 30–45% of your profits to the IRS
• Stress about payroll every week
• Feel broke despite strong revenue
• Have no clear financial plan
• Worry one lawsuit could wipe you out
Yet this is where most contractors end up.
Not because they aren’t working hard…
But because their financial structure is broken.
You were never taught how to:
• Structure your business properly
• Pay yourself strategically
• Use advanced deductions
• Build wealth outside your company
Most CPAs only file returns.
They don’t design strategies.
That’s the difference.

Meet Derrick Smith
Founder – Smith Tax & Wealth Group
I specialize in helping construction business owners legally reduce taxes, optimize cash flow, and build long-term wealth.
Why clients trust me:
✔ Master’s in Tax Accounting
✔ Licensed financial professional
✔ Mortgage & lending background
✔ Strategy-first (not compliance)
✔ Built a proprietary tax planning system
✔ Works exclusively with business owners
CPAs report the past.
I help you control the future.
Before
• Paying too much tax
• No clear financial plan
• Cash flow stress
• Reactive decisions
After
• Keeping tens of thousands
• Predictable cash flow
• Strategic wealth plan
• Confident financial control
Phase 1: Financial X-Ray
• Tax return review
• Entity analysis
• Payroll structure
• Cash flow breakdown
• Insurance & liability review
Phase 2: Optimization
• Advanced tax strategies
• S-Corp & entity restructuring
• Owner pay strategy
• Depreciation planning
• Retirement tax shelters
Phase 3: Wealth Building
• Real estate roadmap
• Investment strategy
• Debt optimization
• Exit planning
This is custom-built for your business.
This is NOT for
✖ Startups
✖ Businesses under $500K
✖ DIY mentality
✖ Looking for cheap solutions
✖ Not ready to implement
Smith Wealth Accelerator
• Private 1-on-1 advisory
• 90-day implementation
• Weekly strategy calls
• Custom financial roadmap
• Ongoing accountability
Investment: $50,000
(Payment plans available)
Is this legal?
Yes. Every strategy is IRS-compliant
Do you file my taxes?
I design the strategy and coordinate with your CPA or Accounting Service Provider. If tax preparation services are also needed, they would be discussed at the time of the consultation.
How fast will I see results?
Most clients see opportunities within 30 days.
Why $50,000?
If we uncover $100K+ in savings, this is an investment — not a cost.
Apply For Private Advisory
This is by application only.
I only work with 10 clients per quarter.
If you qualify, we’ll schedule a strategy call.
Smith Tax & Wealth Group
Secure. Confidential. By application only.