Tax Planning & Management
A customized plan with legal strategies built around your entity, income, and goals—so you reduce liability year-round, not just at filing time.
Start planningTax strategy for owners who build
Keep more of what you earn.
Grow with a clear path.
GreenPath is an elite tax strategy firm for business owners. We legally reduce your tax bill, keep you compliant, and give you CFO-level clarity—so cash stays in the business where it belongs.
- $15M+Value created
- 60+Clients since 2016
- 35+Hours saved / mo
What you get
Three ways we put money—and control—back in your hands
Stress-free, crystal-clear tax strategy. No jargon maze. No once-a-year scramble.
Tax Compliance & Resolution
Accurate business and individual filings, problem resolution when the IRS gets loud, and the peace of mind that you’re clean and current.
Stay compliantCFO Advisory
A full business assessment plus ongoing strategy: cash flow, systems, profitability, and the decisions that actually move the needle.
Get CFO supportHigh-powered tax strategy.
Built for small business owners who win big.
We’re not here to drop a return in April and disappear. We’re here to engineer a path that keeps hard-earned money fueling growth—not overpayment.
Work with GreenPathYour path starts here
Four steps. Zero fluff. Real tax savings.
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1
Tell us where you are
Fill out a short interest form—business basics so we know if we’re a fit.
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2
5-minute team touchpoint
Free and easy. We map goals, challenges, and what’s blocking the path forward.
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3
59-minute strategy session
Sit with an Elite Tax Strategist. We get a full view of your business and tax picture.
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4
Run the plan together
You get a step-by-step tax-savings plan—then we implement and maintain it with you.
Beyond the return
Clarity that shows up in cash flow, systems, and profit
Tax strategy is the spine. These are the muscles—so the whole business runs cleaner.
Cash flow management
Budgets, planning, loan pathways, and lender conversations—so you stop flying blind between deposits.
Systems that scale
We cut errors and friction in your accounting stack so operations stop leaking time and money.
Profit & value
We show you what actually drives growth—so you can increase profit and enterprise value on purpose.
Team workflow wins
Practical fixes that simplify weekly and monthly work for your people—and free you to lead.
Numbers that matter
Proof over promises
35+
Avg. hours saved per month
365
Days our team is reachable
$15M+
Total value creation
60+
Clients served since 2016
Why owners stay
More money in the business. Less weight on your shoulders.
Offload the financial load
Reclaim time for customers and growth while we run the tax and numbers side with precision.
Your organization first
Support that keeps things smooth so you can do what only you can do—lead and close.
Relationships you can trust
We like the work. We like owners like you. That win/win is how long partnerships are built.
Sleep better
When profits climb and the books make sense, nights get quieter. Expansion stops feeling reckless.
The people
Sharp minds. Real sweat equity.
A team that doesn’t just follow the rules—they design the path around them, legally and aggressively for your upside.
CEO · Commander-in-Chief of Tax Strategy
Chad Yoder, CPA, MAcc
Raised in the Amish community on hard work and integrity. CPA on the first try. Master’s in Accounting (Taxation) from Cleveland State. Before GreenPath (founded 2017), Chad was a hands-on CFO for family-owned and startup companies—entity structure, growth, and exit planning.
Husband to Sarah (21 years), dad to Ryan, Jaxson, and Kyra. Strong faith. Cleveland sports, outdoors, golf—and tax strategy that puts money back in owners’ pockets.
Senior VP of Business Solutions
Casey Kelley
Accounting + Finance degrees, CPA track. Coaches Amherst Comets JV basketball. Brings energy and precision to every engagement.
VP of Tax Strategy Solutions
Tom Anderson
30+ years helping businesses create and capture value. Spots tax-saving opportunities and puts real dollars back in local owners’ pockets.
Tax Strategy Brand Architect
Jason Howard
Creative engine behind GreenPath’s brand and video. Family man, Arsenal die-hard, and a longtime friend of the founder.
Tax Strategy Apprentice
Kayla Ferancy
Mt. Union accounting major and Purple Raiders point guard—same competitive drive on the court and in tax strategy.
Client results
What owners say when the path actually works
“Over the past four years of working with Chad and his team, I have seen a 60 times increase in my profitability. They go above and beyond the typical relationship with an accountant.”
Jim T.Electrical Accents
“Having Chad at our fingertips—financial modeling, cash flow, suppliers, lenders—has allowed us to keep growing. GreenPath has saved us thousands versus hiring an in-house CFO team.”
John M.Great American Power
“A breath of fresh air. Streamlined processes, better cash flow, and visibility into the numbers that matter—so we can grow by leaps and bounds.”
Blake H.Diggers
Book free consultation
Ready for a clearer tax path?
Send the form. An Elite Tax team member follows up fast. No hard sell—just a straight conversation about where you can keep more.
- Free 5-minute touchpoint
- 59-minute strategy session
- Plan we implement and maintain