Our elite tax strategy package includes a comprehensive, done-for-you tax planning experience tailored specifically for high-income earners and business owners. Here’s what you can expect:

• A deep-dive review of your last 2–3 years of tax returns to uncover missed opportunities
• A 1:1 consultation with a licensed CPA to build your custom strategy
• Entity structuring (LLC, S-Corp, C-Corp) analysis based on your income, industry, and goals
• Real estate, investment, and retirement tax optimization
• A 12-month tax savings plan with a step-by-step implementation roadmap
• IRS audit defense preparation and risk mitigation strategy
• A dedicated client success manager to ensure your plan gets executed

This service is ideal for you if:
• You’re earning over $150,000/year in net income, or your business generates $250,000+ in annual revenue
• You’ve felt like you’re overpaying in taxes, but your accountant only “files” instead of strategizing
• You want to grow wealth, invest, or scale — and need a tax plan that aligns with those goals
• You’re tired of reactive tax prep and want a proactive, personalized plan
• You want peace of mind knowing your finances are protected and optimized year-round

Yes. Most of our clients already have someone filing their taxes but they come to us for advanced planning and strategy. We don’t replace your accountant we give you a custom roadmap they can help implement, or we can handle implementation ourselves if you prefer.

Absolutely. While some clients prefer to use their own accountant, our team can fully implement the strategy we build for you, including filing, compliance, business structuring, and tax optimization steps. We can be as hands-on as you need us to be.