Frequently Asked Questions

We serve high earners and business owners with tax bills starting at $100K per year—sometimes tax bills into the millions per year. We’ve helped startups with smarter, leaner strategies for bookkeeping and tax season forecasting. It is not uncommon for us to uncover six-figure savings through tax-efficient compensation, benefits, retirement planning, and private banking.

Yes—but only if we find savings. Our first-year fee is tied to the value we deliver and comes with a written tax savings guarantee. Clients are happy to pay it—because it means they’re writing a smaller check to the IRS. After year one, you keep saving and only pay standard tax filing fees.

We don’t sell cookie-cutter plans or rely on one flashy tax code. Our approach stacks multiple, tailored strategies based on where you are—and where you’re going. Whether converting tax-deferred buckets, during this “tax sale,” or maximizing tax-free buckets to grow and distribute wealth, we focus on keeping more in your hands—not in the IRS’s or the bank’s. You don’t need them as partners in your wealth plan.

Also, if our mission is to find you the most savings possible--if we are driven by that--it helps us to stay green-light minded.

Tax preparation compliance aims to protect the preparer from liability. We find this kind of tax preparation isn't digging into the tax law like we are.  If your tax team understands tax code to the extent we strive to, they'll be less worried about getting sued and more worried about how the code routinely allows you to pay less.

Like we mentioned before, we can work alongside your trusted tax preparers if they are open to learning.

You can keep your CPA.  If you don't have a need for change, don't change anything. We work with and train CPAs. We have great working relationships as ancillary partners with many of our clients' CPAs.

The Untaxables is powered by Excel Empire—a network of strategy driven professionals under one roof. Where most firms separate tax and everything else, we integrate so that your tax strategy speaks to goals. This is of great advantage to the client as we do not limit ourselves to any one strategy. We are constantly learning as the landscape is constantly evolving. Access is exclusive through Certified Tax & Business Advisors like us.

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.

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. Legit isn’t just a vibe—it’s the standard.

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 specialize in identifying and applying innovative, IRS-approved strategies and credits—many of which are underutilized.

We also work alongside CPAs to help ensure clients are 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.

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.

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. At that level, proactive planning can lead to significant savings.
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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.

Implementation timelines depend on the complexity of your situation and the strategies we’re applying. Some solutions can be in place within 30 days, while others—especially entity structuring or multi-layered plans—may take 60 to 90 days.

During your discovery session, we’ll map out exactly what’s needed and give you a clear timeline from start to finish.