Frequently Asked Questions
for every good question, there's a real answer
Who are other examples of your typical client?
High income earners with heavy tax burden, they have minimum 400K Salary and 100K Tax Exposure per year.
Affluent investor wanting to move assets out of taxable storage to tax free buckets, they have 1M+ in taxable assets (we have worked with a minimum 400K).
Niche strategies for advanced wealth builders that like the idea of leverage, similar to real estate investors, they are open to OPM to fund retirement and wealth transfer, they have 5M in assets and a minimum 500K salary.
Why is what you do so different?
We don’t sell cookie-cutter plans or rely on one flashy tax code. Our approach stacks multiple, tailored strategies based 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.
What is the qualification to use your tax services?
We work with clients who have a minimum annual tax bill of $100K. There’s no upper limit—our clients range from successful high earners to 10-figure empires.
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Is this legal and legit?
Yes—100% legit. We only use fully vetted, IRS-compliant strategies that have been used for decades by the country’s most successful families and businesses. Every approach we implement is backed by clear tax code, statutory authority, and legal precedent.
How do I know if I need tax planning or just tax preparation?
Your tax bill is one of the clearest indicators of the level of tax strategy you need. For many individuals, basic tax preparation is enough. If your annual tax bill exceeds $100,000 proactive tax planning becomes necessary.
Business owners have access to some of the most powerful tax-saving tools in the code. Ultra-high-net-worth individuals often qualify for advanced or alternative strategies—but these typically require both expert guidance and significant resources to execute properly.
The more complex your income and the higher your tax liability, the more value there is in strategic tax planning.
Shouldn't I pay my fair share of taxes?
The IRS tax code is built to incentivize certain behaviors—especially through deductions, credits, and other strategies. With over 75,000 pages of evolving rules, your “fair share” of taxes depends largely on how deeply you're engaging with what's legally available; how willing you are to work with a team that never stops learning.
We like taking advantage of the full scope of green-light (encouraged) tax opportunities, rather than hitting red-light (restricted) limits.
Staying ahead in tax strategy means staying current—that’s our job.
Will using advanced tax strategies put me on the IRS’s radar?
We understand the fear of triggering an audit—and that’s exactly why we only use strategies that are built to withstand one. Everything we implement is fully documented, legally grounded, and transparent to the IRS.
Many of the strategies even carry IRS registration or pre-approval.
In fact, proactive planning like this often reduces your audit risk—because it shows you’re playing by the rules, not guessing at them.
Our strategies deliver the most value for business owners and professionals earning $400,000 or more annually.
For those earning below that threshold, standard tax preparation or basic planning is often sufficient. It’s less about income alone—and more about how much you're overpaying in taxes without realizing it.
