Most owners overpay, not because they are careless, but because no one has been paid to plan it on purpose. We pair you with a vetted Tax Strategist who builds a proactive, year round strategy designed to lower what you legally owe.
Our engagements carry one plain commitment: a small fee, guaranteed to find savings or your money back. If your Tax Strategist cannot identify legitimate, defendable savings, you do not pay.
Every recommendation we make has a written legal opinion behind it, citing the code, the regs, and the supporting authority. If it cannot be defended in writing, it is not in your plan.
Your Tax Strategist meets with you quarterly to adjust the plan as your income, business, and life change, so you are positioned all year, not reacting next April.
Your strategist reviews your last two returns, your entity structure, and your current year income to surface every legitimate savings opportunity available to you.
You receive a documented, written tax strategy with every recommendation backed by a legal memo citing the code, regs, and authority.
Your strategist works directly with you, and your CPA if you keep them, to put each piece of the strategy in place correctly.
Four meetings a year to adjust the plan as your business, income, and life change, so you stay positioned year round.
Answer a short set of questions about your business and income. We match you to a vetted Tax Strategist who specializes in your situation.
Your strategist reviews your returns, entity structure, and current year income, then delivers a written strategy with legal memos in roughly 21 days.
Your strategist meets with you every quarter to keep your plan current, adjusting as your income, business, and life change.
She is a straight shooter and will deliver what you need to hear with compassion. She is very invested in your family’s success, a financial professional you genuinely want on your side.
Technology Executive California
It was a great opportunity to understand my financial blind spots. She made sure the plan for my family would ensure we were all well cared for, across every scenario in life.
Senior Engineer · Bay Area
She approaches finances holistically rather than a “one product fits all” sale. I’ve worked with several advisors before, this experience was genuinely different.
Entrepreneur Silicon Valley
If you are a small or mid sized business owner earning $300K+, your tax bill is probably your single largest expense. Most CPAs file your return. Very few build you a strategy. We pair you with a Tax Strategist whose job is to lower what you owe proactively, year after year, backed by legal memos.
Find savings or your money back
Every strategy defended in writing
Strategist check-ins
From intake to delivered strategy
CPAs are focused on compliance. Your CPA files your return based on the year that already happened. Our Tax Strategists build a strategy for the year you are still in, backed by written legal memos and adjusted quarterly. Most clients keep their CPA for filing and add a Tax Strategist for planning.
Every strategy is built on existing tax code and backed by a written legal memo with audit ready documentation. If a strategy cannot be defended, it is not in your plan. And if you are ever audited on a strategy your Tax Strategist implemented, they handle the audit for you at no additional cost.
There is a small fee to begin, guaranteed to find you savings or your money back. Every engagement is scoped to your business, so you will see the fee before you commit, and the promise stands either way.
Business owners earning $300K+ in personal or business income who want a proactive, year round tax strategy. If you are a W-2 employee with no business income, this is not the right fit.
From intake to delivered strategy is roughly 21 days. After that, your strategist meets with you quarterly to keep the plan current as your income and business change.
No. Most clients keep their existing CPA for compliance and filing, and add a Tax Strategist for proactive planning. The two roles complement each other.
Click any “Get Your Tax Analysis” button on this page. You will answer a few questions about your business, and a vetted Tax Strategist will be matched to you within days.
Get matched with a vetted Tax Strategist who works to keep more of your profit where it belongs. A small fee, guaranteed to find savings or your money back.
