We use 150+ different tax strategies to legally lower what high earners owe — a year-round plan, not another once-a-year filing. Find more savings than our fee, or you don't pay.
Book My Free Tax Strategy Session →No obligation · Takes 15 minutes · Limited spots each month
Once you cross $200K, the default path costs you more every year — and most high earners never find out how much.
By the time your return is filed, the year is over and every chance to save is gone. Filing isn't planning.
Higher brackets, phase-outs and surtaxes hit hardest at your level — and they compound year after year.
"Max your 401(k)" isn't a strategy. High earners need entity, retirement, real estate and timing strategies working together.
We work exclusively with high-income individuals, so every strategy is built for your income level, not a general list of tips.
15 minutes to understand your income, goals and how you're filing today.
We look at your last return and current year to find where you're overpaying.
A clear, written plan with the strategies that apply to you and the estimated savings.
We help put it in place and check in year-round so nothing gets missed.
The right structure (S-Corp, LLC, management companies) so more of your income is taxed less.
Beyond the 401(k): cash balance and defined benefit plans, backdoor Roth and more.
Depreciation, cost segregation and short-term rental strategies to offset income.
Donor-advised funds, gifting strategies and legally shifting income to family.
Tax-loss harvesting, capital gains timing and planning for big liquidity events.
Quarterly check-ins and estimated-payment planning so there are no April surprises.
We only take on clients we know we can help. Here's who that is.
If our plan doesn't identify more in tax savings than our fee, you don't pay. It's that simple — the risk is on us, not you.
"I'd been paying way too much for years and nobody told me. They walked me through a plan I actually understood, and my tax bill dropped this year."
"My old CPA just filed my return. This team planned ahead with me all year — no April surprises, and I kept far more of what I earned."
"The free call alone was worth it. They found strategies that fit my situation, and the savings were more than the cost of the service."
Yes. Every strategy we use is written into the tax code and fully IRS-compliant. We don't do loopholes or aggressive schemes.
No. Many clients keep their preparer. We build the strategy and can work alongside your CPA to put it in place.
That's where the biggest savings are. Below that level, most of these strategies don't save enough to be worth it — so we stay focused on the clients we can help most.
A 15-minute conversation about your income, how you file today and your goals. If we can help, we'll show you the next step. If not, we'll tell you.
No — it's not too late. There are strategies we can put in place right now to start lowering what you owe. Book a free call and we'll show you how we can get your taxes reduced.
Book a free 15-minute strategy call and see how much of your tax bill you could reduce or eliminate this year.
Book My Free Tax Strategy Session →For individuals making $200K+ in annual income ONLY