Strategic tax planning for high-income professionals & business owners
If your income exceeds $250,000, tax preparation alone is no longer enough. Stop overpaying taxes. Instead, start planning strategically.
Designed for individuals who:
- Earn $250,000+ annually
- Own businesses or investment properties
- Receive RSUs, bonuses or equity compensation
- Have complex investment portfolios
- Want a proactive tax strategy partner
Plan the decisions you can still control
However, most tax preparers simply report what already happened.
Yet high-income professionals, investors and business owners face complex tax rules, phase-outs and planning opportunities that require proactive strategy — not just compliance.
That is why strategic tax planning focuses on decisions you can still control before the year ends, so you can reduce taxes legally and structure your financial decisions more efficiently throughout the year.
With proactive planning, clients often uncover opportunities to:
- Reduce current-year tax liability
- Optimize business and investment structures
- Avoid costly tax mistakes
- Improve long-term wealth accumulation
How strategic tax planning works
Strategic tax planning is a simple process. First, we learn about your income, business, investments and goals. Next, we look for legal ways to lower your tax. Then, we help you put the plan in place and keep it current.
- Review. To start, we review your recent tax returns, pay, equity awards and business records. As a result, we see where your tax comes from.
- Plan. Then, we compare options that fit your situation. For example, these may include retirement contributions, entity structure, timing of income and equity planning.
- Act and adjust. Finally, we help you carry out the plan. In addition, we check in during the year, because tax laws and your life can change.
Every client’s situation is different. So the strategies we recommend depend on your facts, and results vary.
Your next step: put your plan into action
After your Tax-Saving Planning Package, choose the year-round support that fits you.
You’ve completed your Tax-Saving Planning Package
Enroll within 30 days of your review meeting and get a $1,000 credit toward the first year of either plan below, at the listed price. The credit can’t be combined with promotional pricing.
Haven’t started yet? Begin with the Tax-Saving Planning Package →
Tax Planning Implementation Package
Know what you owe before each deadline. Every quarter, we review your income and calculate your estimated tax payment, so you can pay the right amount and help avoid surprises and underpayment penalties.
Planning sessions
- Quarterly tax review & estimated tax calculation4 sessions
- Year-end tax filing strategy sessionIncluded
- Tax advisory sessions for questions as they come up4 sessions
- Priority email support for tax questions and plans you’re considering12 months
Also included
- Personalized review of your tax situation$4,000
- Entity & structure optimization$500
- Strategic deduction mapping$500
- Written 12-month tax savings plan$3,000
- Real estate & business tax strategy checklist$250
- Year-round tax moves guide$250
- Three complimentary books: Investments, Convert 401(k)/IRA to Real Estate and Short-Term Rental RuleIncluded
- Additional advisory time at 50% off our regular hourly rate$250
Strategic Tax Advisory Plan
Our most complete plan. We build your tax strategy with you, put it in place, review it every quarter and connect you with trusted specialists when you need them.
Planning sessions
- Initial consultation & goal assessmentIncluded
- Customized tax strategy developmentIncluded
- Quarterly tax review & estimated tax calculation4 sessions
- Business & investment tax optimizationIncluded
- Business tax-saving consultingIncluded
- Tax preparation readinessIncluded
- Year-end tax filing strategy sessionIncluded
- Tax advisory sessions for questions as they come up8 sessions
- Hands-on implementation of your tax strategiesIncluded
- Email support from your tax advisor for tax questions and plans you’re considering12 months
Also included
- Executive access to our community group$2,000
- Quarterly estimated tax calculations — safe harbor method$3,000
- Entity formation guidance (LLC / S-corp)$500
- Introductions to cost segregation and other specialists at partner pricingIncluded
- Annual review of your accounting & financial classifications$2,500
- Annual tax calendar$250
- Access to real estate & retirement planning software$2,000+
- AI accounting & recordkeeping software discounts$2,000+
- Additional advisory time at 50% off our regular hourly rateIncluded
Each plan includes a set number of advisor sessions and email support for 12 months. Additional advisory time is billed at 50% off our regular hourly rate. Tax return preparation and other tax services are quoted separately. We introduce specialists only; we do not sell or sponsor investments. You’ll receive full plan details at your consultation.
Start building your tax strategy today
In short, if your income exceeds $250,000, strategic tax planning can significantly improve your long-term financial outcomes.
Monday–Friday, 9 am–6 pm Pacific