Strategies That Shift The Tax Game

We uncover moves using tax free planning to elevate your financial life

Strategic Tax Savings

PERFECT FOR TAXPAYERS WITH 100K+ IN PERSONAL TAXES

Next-Level Tax Planning
For high-earners and successful businesses we craft exclusive, top-tier strategies. Credits, depreciation, deductions—all without amending past returns.

Leverage the tax code without amending prior tax returns

Curated strategies for High Earning W2s

Invitation only program for Top Tier Planning

Bottomline Business Ideas

BUSINESSES THAT WANT FINANCIAL AUTONOMY AND ROCKET-TYPE GROWTH

Business That Works For You
Our professional team delivers measurable results for our clients – 10-15 hours saved weekly on financial tasks, and 25% faster growth compared to industry averages.

Entity formation planning to align with your goals

Employee benefits savings is an often missed opportunity for incredible bottom line improvement

Private banking strategies leads to less need for outside financing and less likelihood of wealth transfer

Tax Free Retirement Income

MOVE YOUR TAXABLE ASSETS TO UNTAXABLE

Supercharged Tax-Free Growth
Improve your future income by 3X minimum. Stack tax-free growth while minimizing Uncle Sam’s bite.

Roth conversions and worse, government versions of retirement (401Ks) are painfully outdated

Fast-track wealth accumulation with max flexibility and minimal tax leakage

Designed for clients who want aggressive growth without late in life surprises from Uncle Sam

Advanced-Impact Planning

BRINGING PENSIONS BACK

Strategies for Maximum Impact
Non Qualified Deferred Comp is the New Pension

Recruit and retain the best talent with benefits that are tax favored for the Employer

Leverage your retirement with OPM if your net worth is 5M

Private Banking and access to capital

how we do it

There are three lines of defense

We look at your tax strategy from more than one angle. This is how we find and stack tax favor.

Business Strategies

PROACTIVE POSITIONING

Protect profits, limit exposure and build on a stable foundation.

Entities + Estates + Pre-Tax Considerations

Entity Selection

Employee Benefits

Qualified Plans

Special Purpose Entities, Etc.

oPERATIONAL LEVERAGE

We don’t wait for problems—we anticipate them. By staying ahead of risk and regulation, we position our clients for long-term protection and profitability.

Personal Strategies

LAYERED SAFEGUARDS

Legacy, lifestyle and personal wealth positioning.

Legacy Planning + 1031s + Schedule C

Leveraging Deductions

Charitable Strategies

Real Estate Investment Strategies

what you keep matters

Best suited for smart tax positioning; cost segregation to depreciation stacking, shift expenses intelligently, create tax efficient generational wealth.

Clean-Up Strategies

STRATEGIC COUNTERMOVES

Deep tax code familiarity to find missed opportunities and fix what's already happened.

Subject Matter Expertise + Out Of The Box

Alternative Credits and Depreciation

Past Years' Overpayment Recovery

Capitalizing One Big Beautiful Bill Act

Green-light Ideas -- Deep Tax Code Tactics

Know when to shift, pivot, or strike

Perfect for deploying specialized tasks to recover what's been lost and capture what most overlook. Think R&D, energy, hiring, health benefits and other unordinary code incentives.

our mindset

We don't work for the IRS.
We work for you.
We hunt every legal advantage.
This is bigger than a 1040 form.

Use past tax dollars to participate in IRS-compliant programs with depreciation benefits

Tax favored strategies can be found in more places than your tax bill

Forecast future tax savings by rebalancing tax exposure

ABOUT US

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