Our clients average 15-20% tax savings or more

Green Light Your Tax Strategy

Turning the tax code into opportunities, not obstacles.

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What does it mean to legally unlock opportunities?

^{It's a proactive approach that interprets the tax code like a tax attorney would, spotting legal opportunities (“green lights”) -- IRS encouraged incentives designed to reward certain business endeavors.}

approach

The UNTAXABLES is where high-tax problems meets rewritten outcomes

Green-Light Go

If your tax preparation is stuck at blind compliance, it may be keeping you more in bounds than necessary. There’s a difference between filing forms and interpreting the full code.

Layered Strategies

We look at multiple advanced ideas, we implement layered, out of the box thinking to eliminate high tax burdens. This goes well beyond just your 1040.

Multi-Disciplinary Firepower

We combine tax code fluency with multidisciplinary firepower to break the high-tax cycle. We look at capital gains, tax free tools for money storage, employee benefits, executive retention, retirement, capital and private banking, entity structuring and planning.

Our process

Find out in three steps if we can help

Step #1

We uncover

We expose inefficiencies and hidden leaks draining your profits. A quick review of the previous three years of Tax Returns tells us everything.

Step #2

We plot

We create custom strategy that rewires how your money flows. We meet in a Discovery Call ready with a game plan.

Step #3

We execute

We are motivated by how much savings we find you. We issue a Letter of Engagement. We guarantee first year savings.

Make A Tax Saving Move

"In America, there are two tax systems. One for the informed and one of the uninformed. Both are legal."

— Judge Learned Hand