We Don't Just Talk Tax

We Know Tax

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Discover the Power of Advanced Tax Planning

Maximizing your wealth begins with strategic tax management.


Do you own a business? Are you constantly paying $250,000+ in taxes each year? If you answered yes to both questions, you have found a team that can help. 

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Whether you're an entrepreneur earning $1,000,000+ or navigating a large liquidity event, such as a business sale, our experienced tax strategists are ready to help. You work hard for every dollar you earn, our mission is to help you retain as much of that dollar you can.

Maximizing your wealth begins with strategic tax management.
Set Up a Founder Call Set Up a Founder Call

Do you own a business? Are you constantly paying $250,000+ in taxes each year? If you answered yes to both questions, you have found a team that can help. 


Whether you're an entrepreneur earning $1,000,000+ or navigating a large liquidity event, such as a business sale, our experienced tax strategists are ready to help. You work hard for every dollar you earn, our mission is to help you retain as much of that dollar you can.

We are highly specialized tax strategists that work proactively to optimize your tax burden long before your tax bill is due.

What is a Tax Strategist?

Proactive and tactical, tax strategists work to minimize liabilities and maximize after-tax income to reduce your tax burden.


  • Proactively bring both innovative and trusted tax strategies to the table.


  • Ensure implemented tax strategies are being fully optimized.


  • Analyze profit and loss statements for opportunities to increase after-tax cashflow.


  • Zoom out and understand your full financial picture to make sure anything implemented doesn’t adversely affect other implemented advanced planning structures.


  • Stay up to date on new tax law and consistently leverage our tax attorney network.


  • Organize and document tax events as they happen throughout the year so nothing gets lost during tax filing.


  • Keep a pulse on expected profits to avoid surprise tax bills on April 15th.


  • Tee up your accountant for smooth tax filing.

What is the role of a CPA?

Focused on accounting and reporting, a CPA works to summarize the past year's income, deductions, credits and liabilities to file your taxes when they are due.


  • Analyze tax documents from the previous year during Q1 of the current year, inputting the information into their tax software for personal and business tax filing.


  • Work with your bookkeeper to scrub and verify information within your books to ensure accuracy for tax filing.


  • Work with your tax strategist to optimize the right strategies for your personal situation.


  • Stay ahead of deadlines to avoid any adverse penalties or interest.


  • Defend you if any IRS audits arise.

OUR TAX PLANNING PROCESS

Proactive Solutions to Minimize Your Tax Burden

ANALYZE TAX RETURNS

Analysis of your last three years' worth of tax returns for missed savings opportunities.

CREATE A TAX PROJECTION

Construct a tax projection for the current year.

REVIEW CHARITABLE GIVING

Review your philanthropic donations and design an optimized plan.

DEVELOP EXIT STRATEGIES

Integrate advanced pre-and post-sale exit strategies to your tax planning.

OPTIMIZE INVESTMENTS

Review investment holdings and identify tax-efficient opportunities. 

COORDINATE WITH YOUR CPA

Coordinate with your current CPA team, so you can leave the details to us.

INTRODUCE YOU TO EXPERTS

Offer introductions to our vetted, top-tier accountants.

IMPLEMENT THE PLAN

We don't just show you how to maximize your tax planning, we help you implement and execute the plan as well.

Take control and get ahead of your taxes.

  • Do you find yourself surprised by the dollar amount on the check you write to the IRS every April? 


  • Do you only hear from your CPA during the months of February and April after the December 31st planning deadline has passed?


  • Do you find yourself bringing tax strategy to your CPA more than they bring tax strategy to you (if at all)?
  • Do you find yourself overwhelmed gathering documents and getting your extensions filed by the April 15th deadline? 


  • Is paying an excessive amount in taxes affecting your overall quality of life?

Set Up a Discovery Call

with Our Founder

Our expertise includes cashflow planning, risk management, investment management, legal planning, tax planning, charitable giving, and more.

As a premier fractional family office for entrepreneurs we work to simplify the process of managing wealth by offering complete, customized financial solutions.


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