If you make $300,000 or more a year, there are advanced planning strategies available.
I’ll put your resources to work to reduce your tax liability.
Even if you think you’re out of options, high-earning W-2 employees and business owners can reduce their tax liability by leveraging advanced strategies.
Strategic financial planning is more than compliance.
It’s innovative and critical to preserving your wealth.
Many CPAs focus on tax compliance, not tax strategies. Compliance is only preparing the return, while tax strategy involves finding legal ways of lowering your tax liabilities.
You work hard and worry you’re overpaying on your taxes.
I understand the frustration. You’ve earned a substantial income through years of dedication and expertise, yet every April feels like you’re handing over a massive chunk to the IRS.
Your CPA files your return but never calls with strategies or ideas for reducing what you owe.
Your CPA’s version of tax planning is providing estimated tax payments.
You’ve been told that short-term rentals are your only real option for tax savings.
You’re doing your own taxes because you think tax planning is cookie-cutter.
You’re tired of paying what feels like the maximum possible tax rate year after year.
That’s why I’ve built my practice differently.
Shared success
I value transparency. The fee reflects the strategy, expertise, and support that go into creating a customized plan for you. With this structure, you’ll always know the full cost upfront with no surprises. This way, we stay focused on building proactive strategies that deliver long-term financial benefits.
Proactive planning
Tax planning has to be personal to be effective. Important events in your life such as the sale of your business, the purchase of a rental property, inheritance or the receipt of a legal or divorce settlement can have critical tax implications. We’ll plan for these life events with your financial goals in mind.
Measured results
I’ve saved my clients thousands of dollars in taxes because I got to know the solutions right for their situation. When you’re able to leverage existing resources, you put your money to work for you. It’s about looking at your overall situation, life goals and ability to leverage every option at our disposal.
You’ll see the benefits within the first year of working together.
Understand all your options and the reasons behind them.
Make financial decisions proactively to set you and your family up for success.
You’ll work directly with me. I respond promptly because your time is valuable.
We’ll get your tax bill reduced legally to its lowest amounts.
You’re right for my services if you:
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Are a W-2 employee or business owner earning at least $300,000 a year and want to keep more of what you make. - Have resources to put to work for you in smart, tax-saving strategies.
- Feel you’re paying a lot in taxes and worry you’re missing out on savings.
- Have done your own taxes and want guidance from an expert who knows advanced strategies.
- Are ready to level up your tax planning and see real results.
A self-employed sole proprietor saved nearly $28,000 in taxes his first year thanks to my strategies.
Becoming an S corporation was just the beginning for this furniture restoration & upholstery company.
Tax Strategy FAQ
CPA vs. Tax Advisor: what's the difference?
Certified Public Accountants (CPAs) must pass the longest and most challenging accounting certification process. CPAs are tax experts with qualifications to do much more than prepare taxes.
Tax Advisors are professionals with expertise in tax law, tax planning, and tax compliance, dedicated to advising individuals and businesses on optimizing their tax situations.
My firm combines these two areas of expertise, acting as an invaluable asset to individuals who want to control their tax liabilities.
How does tax strategy differ from tax planning?
Tax Planning is a more proactive approach to taxes. Tax planning can involve taking actions before the end of the year to minimize your assumed tax liability. This allows you to manage your cash needs more effectively while removing the uncertainty typically experienced when meeting with your tax preparer just once a year.
Tax Strategy is an advanced form of Tax Planning. Tax Strategy is a long-term advisory service that considers your current financial situation, tax & legal structure, future financial goals, and the tax law environment. Tax Strategy is typically best suited for high-income earners seeking to preserve wealth over time.
How do I pick a tax advisor?
The tax code can be complex, and many tax professionals do not have the background to offer value to every business owner or individual financial picture. When deciding to work with a Tax Advisor on Tax Planning & Tax Strategy, we recommend working with a licensed & experienced CPA capable of understanding your financial life.
You also really want to work with someone who takes the time to get to know you and your goals. Life happens, and emotions play a role in decisions. You want someone you can trust to answer your call when those big life changes happen.
Do you provide documentation to support the tax strategies you implement?
My strategies are backed by tax law authority (IRC, Regulations, IRS guidance, and case law) and supported with audit-ready documentation. When appropriate, I provide written tax position support (memos/opinion-style letters) and have audit representation experience, including no-change outcomes.
Can I use AI for my tax strategy?
Artificial intelligence, or AI, doesn’t think. It predicts, so it cannot truly assess what’s right for your situation. It lacks the up-to-the-minute information, ability to tap into the nuances of advance tax strategies, and personal context. It’s also often simply inaccurate.
How do your fees work?
I quote every engagement as a flat, upfront amount. For most new tax strategy engagements, fees typically start around $40,000. Your fee is based on your situation’s complexity. You’ll never receive a strategy recommendation unless I’m confident the projected tax savings will exceed the fee.