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OUR SERVICES
Proactive Tax Strategy and Wealth Advisory
Preparation records your year. Strategy changes it before the year closes.
Most high earners buy preparation and assume strategy came with it. It rarely does. A filing engagement is scoped to report what already happened, accurately and on time. That work matters. It is a different job from the one that lowers what you owe going forward.
We do the second job, We look at your entity structure, your income mix, your real estate, your retirement architecture and your timing, then build a plan that runs year-round instead of once every April.
TAX SAVINGS ASSESSMENT
We can help your business stand out from competitors through maximizing your profits and minimizing tax liabilities.
Every engagement starts here. We review your recent returns, your entity structure, and your full income picture, then identify which advanced strategies fit your actual facts and what each one is worth in your situation.
You receive a written strategy paper: the strategies that apply to you, the code sections behind them, and the projected effect in your return. You read it before you commit to anything beyond the assessment itself.
STRATEGY IMPLEMENTATION
Once you decide which strategies to run, we build and execute them, coordinating with your CPA, attorney and financial advisor so nothing falls between professionals.
Depending on your situation, the work may include:
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Entity Structuring and S-Corporation salary optimization
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Cost segregation studies and depreciation timing
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Short-term rental material participation and real estate professional status planning
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Defined benefit and cash balnace plan design
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Solo 401(k), SEP, and backdoor Roth coordination
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Accountable plans and the Augusta Rule under Section 280A
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Income timing across wages, business profit, and capital gains
This list is not exhaustive. Additional strategies, including several that require accredited investor status, are matched to your situation during the Tax Savings Assessment rather than described in advance. Suitability depends on facts we do not have until we review your return.
ADVISORY RETAINER
Strategy is not a one-time event. Under a twelve-month advisory retainer, we monitor your numbers quarterly, adjust as your income and structure change, and make sure decisions get made before the year closes rather than after.
Quarterly strategy calls, year-end planning, and coordination with your existing professionals are included. Return preparation is available inside an advisory relationship where it makes the coordination simpler.
WEALTH AND INSURANCE
Tax, wealth and protection work better coordinated than separately. Where it fits your situation, we integrate retirement funding, investment coordination, and insurance planning into the same engagement rather than handing you off to someone who has never seen your return.
WHO WE WORK WITH
We work with business owners, real estate investors, high-income W-2 earners, self-employed professionals, and high net-worth individuals, with particular depth in physicians, surgeons and dental practice owners.
Because every situation is different, we determine fit during the complimentary 30-minute discovery call rather than using a fixed income or tax-liability threshold.
We work alongside your existing CPA, bookkeeper, and financial advisor. Your filing relationship stays where it is.
See whether your situation has enough strategy room to be worth a deeper look.
