Full-service tax planning by certified experts

Can I use my PPP Loan or Economic Injury Disaster Loan to pay for your services?

PPP Loan Funds should be used for payroll, business mortgage interest, business rent, and business utilities.

Do you guarantee tax savings?

We don’t offer guarantees because honestly, it gives people an option to fail and back out. The reality is that we both have to work at this to make this successful. We are going to need information from you, decisions, and it’s going to take both of us to make this work. We’ll be working together every step of the way and I can say with confidence, we’ll definitely be able to save you the money that we quote in our tax consultation. I can promise you that if you show up and get me everything we need, we will be there to support you 100%!

Is the investment to work with your firm tax-deductible?

Keep overpaying your taxes each year, which is not a deductible expense.


Work with a Tax Planning Pro, write off this investment, and save 20-50% on your taxes each and every year.

What is tax preparation?

Tax preparation happens at the end of every year and is the process of preparing tax returns for submission to the IRS. Once the year is over it limits the amount of strategies that we can use to actually save you money on taxes for that year.

What is tax planning?

Tax planning is a proactive process that happens throughout the year. It is the process of looking at your personal life, your business, your financial goals and 70,000 pages of tax code to legally reduce your taxes.

Do you charge by the hour?

We do not charge by the hour. We offer transparent pricing so you always know what you are going to pay before you decide to work with us.

How are you able to estimate what I overpaid in prior years or what you can save me during an hour long zoom meeting?

How do I come up with my estimate?

Real Estate Agent → Estimate A Listing Price

Real Estate Investor → Estimate A House Price

Real Estate Flipper → Estimate Repair Prices

This Is what I do.


Why doesn't my CPA know about tax planning?

Most accountants are focused on preparing tax returns for compliance purposes and they are not really taking a step back and saying “how should we be saving your business money each year?”

Reason Most Accountants Don't Know This...

Tax Prepper   vs.   Tax Planner

Compliance Oriented vs. Value Focused

Generalist Doctor vs. Spinal Surgeon

Reactive vs. Proactive

And that's the difference.

What strategies to do we cover during tax planning?

We cover 90 plus strategies in the following categories:

a. Maximizing all deductions
b. Legal Entity Optimization
c. Entity bifurcation
d. Revenue Stream Separation
e. Retirement
f. Insurance
g. Asset Protection
h. Legal Tax Loopholes
i. The Tax Cut & Job Act
j. The CAREs Act and COVID-19 Strategies
k. Industry Specific Strategies

Ready to Get Started?

Get Your Tax Planning Strategy Session Today