We specialize in helping high-income professionals and business owners keep more of what they earn by significantly reducing their tax liability using advanced, IRS-approved strategies.

Generally, you qualify if you have earned income over $200K ($300K jointly) in each of the last two years. a net worth over $1 million (excluding your primary residence). We’ll review your situation during our initial call.

Our Tax Assessment is a one‑time, in‑depth analysis of your current tax position. We identify IRS‑approved strategies you’re leaving on the table and deliver a customized, step‑by‑step action plan to save $10K–$50K+ annually.

After you book, we’ll meet via Zoom for an initial video call. If I determine you’d benefit from a Tax Assessment, I’ll request your tax returns and all supporting documentation. You’ll upload everything to our secure, encrypted portal, then we’ll schedule a full onboarding session. During onboarding, I’ll dive deep into your financials, conduct a thorough audit of the past two years, and craft a customized strategy plan for you to implement this year—so you can start seeing immediate savings, no matter where you’re located.

The earlier, the better. Most tax‑saving decisions (entity structures, cost‑segregation, bonus depreciation, etc.) need to be made before year‑end. But we can plug gaps anytime to optimize past, current, and future filings.