For Tax problems starting at 100K
At The UNTAXABLES, our clients have tax problems. We use the IRS tax code to reduce that burden.

Our mission is to empower high taxpayers to pay only what is lawfully required -- nothing more.
Entity Optimization
LLC, S-Corp, C-Corp, Trusts: choosing the right one can dramatically shift tax burdens and liability.
Unlock Hidden Credits
Tap into alternative tax credits (energy, R&D, WOTC) and underused deductions through cost segregation, depreciation, and fringe benefits like MERPs.
Strategic Use Of Tax Code
Advanced applications that turn complex rules into cash flow opportunities.
Charitable & Legacy Planning
DAFs, CRTs, gifting: giving with intention to reduce taxes while amplifying impact.
Recover Past Overpayments
You may have already paid too much—this is where we go back and get it.
Subject Matter Expertise
When most pros stop, we dig deeper—especially for high earners and complex returns.
Advanced Planning Ideas
IRS-sanctioned but rarely leveraged strategies that unlock tax savings.
What we do

We reposition your tax history into a powerful tax advantage.

View Case studies
If Your Tax Reporting Missed Tax Code, The IRS Won't Tell You.
If you have sky-high tax bills and think they are a sunk cost--reconsider the tax code. What if you could save forward…from taxes you’ve already paid backward?
Create Tax-Free Retirement Income
Build wealth you can actually keep — income that works for you without the IRS taking a cut.
3X Legacy
If you knew your legacy was taken care of, how would you live your life differently?
numbers

Trusted ecological growth for those looking into next generations of wealth

Our mission is to provide businesses with expert guidance, clarity, and a path to sustainable success
12%
48,475 96,950 64,850 48,475
10%
11,925 23,850 17,000 11,925
38%
April
46%
May
62%
June
Four Professionals in the Medical Industry
600,000 in Carry Forward Losses
100,000 in Savings for 2024 Taxes
700,000 in Tax-minded Employee Benefits
Departure from 401Ks for more tax-friendly ideas
1,400,000 in TOTAL Savings
Alternative Assets Company
1,200,00 Tax Refund 2024
1,000,000 Tax Refund 2023
800,000 Tax Refund 2022
260,000 Paid Estimated Taxes Refunded 2024
240,000 in Tax-minded  Employee Benefits 2024
3,500,000 in TOTAL Savings
High W2 Income Executive
Client Profile: 
12,000,000 in Restricted Stock Unit (RSU) payouts for one year.
Challenge: 
Offset substantial income and minimize tax liability
Outcome: 
Tax-refund of over $2,000,000
Free Flip-Book

Receive a FREE online copy of Aimee Spencer's book:  
The Untaxables Guide to Paying Less Tax: Get Untaxed, Legally

The IRS Tax Code is 75,000 pages
You've only been using FIVE
FAQs

From Burden To Breakthrough

Who is your typical client?

We serve high earners and business owners with tax bills starting at $100K as a starting point. For other types of typical clients see more FAQs.

Why is what you do so different?

We don’t sell cookie-cutter plans or rely on one flashy tax code.

Our mission is to find you the most savings possible.

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 the tax planning that we propose.

What if I already have a CPA firm that I trust?

You can keep your CPA. If something is working for you, stick with it. If we find you savings, we work with and train CPAs and work alongside them in some cases.