Nine out of 10 businesses
‍overpay taxes

We serve high earners and business owners with tax bills starting at $100K—often times well into the millions. We’ve helped startups avoid CFO costs with smarter, leaner strategies for bookkeeping and tax season forecasting. We routinely uncover six-figure savings through tax-efficient compensation, benefits, retirement planning, and private banking.

Yes—but only if we find savings. Our first-year fee is tied to the value we deliver and comes with a written tax savings guarantee. Clients are happy to pay it—because it means they’re writing a smaller check to the IRS. After year one, you keep saving and only pay standard tax filing fees.

We don’t sell cookie-cutter plans or rely on one flashy tax code. Our approach stacks multiple, tailored strategies based on where you are—and where you’re going. Whether it’s converting Roths during this “tax sale” or using tax-free buckets to grow and distribute wealth, we focus on keeping more in your hands—not the IRS’s or the bank’s. You don’t need them as partners in your wealth plan.

Also, if our mission is to find you the most savings possible--if we are driven by that--it helps us to have a green-light mentality.

Tax preparation strategies aim to just protect the preparer from liability. We find this kind of tax prep just isn't digging into the tax law like we are.  If your tax team understands tax code enough, they'll be less worried about getting sued and more worried about how the code tells you how to pay less.

You can keep your CPA. We don't mean change anything that's working for you. We work with and train CPAs. We have great working relationships as ancillary partners with many of our clients' CPAs.