Strategic tax planning services & structuring
We handle most of the work so you can lower your tax burden legally, free up your time and build wealth that lasts.
Who benefits most
Designed for ambitious professionals and entrepreneurs earning $250K+ a year.
Not a generic tax filing service
Our team combines experience across tax, finance and real estate, so your plan looks at the whole picture — not just last year’s return.
Tax preparation looks back at what already happened. Tax planning looks ahead. Our tax planning services build a tax planning strategy around your financial plan, so decisions about income timing, business structure, real estate, equity compensation and retirement planning contributions are made before the year closes, when they can still change your tax bill. Because federal, state and local tax laws change often, we revisit your planning strategies during the year to help you minimize tax liabilities legally.
- Personalized one-on-one planning based on your income and assets
- Strategies that bring tax, finance and real estate together
- Advanced strategies that stay within IRS rules
- An ongoing partner throughout the year, not a once-a-year preparer
- Clear recommendations focused on legally reducing your tax liability
Experience on your team
The backgrounds behind your plan:
IRS-compliant strategies, matched to you
Every situation is different. We review which of these fit your income, assets and goals.
Cost segregation studies
Accelerate depreciation on real estate to increase deductions in the early years of ownership. We introduce you to a trusted cost segregation partner at partner pricing and build the results into your plan. Cost segregation
Oil & gas investments
Understand deductions for intangible drilling costs and depletion allowances.
Equity compensation
Plan around ISOs, NSOs, RSUs and ESPP to avoid common tax traps. Equity compensation tax
Section 179 depreciation
Accelerated deductions for qualifying vehicles, equipment and other assets.
Trust & estate structuring
Help protect long-term family wealth and manage estate tax exposure.
Entity optimization
Structure your business for tax efficiency and asset protection.
See exactly how much you could save this year
Our Tax-Saving Planning Package reviews your situation and shows which strategies fit you, in a written report you can act on.
Your current-year tax-saving plan
A one-year, action-ready strategy designed to reduce your current year’s tax bill before December 31.
- Full personal tax review — We review your income, deductions, investments and life changes to identify tax-saving opportunities for the current year.
- Current-year tax calculations and scenario analysis — We project your tax bill and model “what-if” scenarios to find measurable savings available before December 31.
- Customized current-year tax-saving strategy report — A clear report with the strategies that apply to you, estimated savings, simple explanations and a prioritized year-end checklist.
- Senior tax team review — Senior-level professionals review your plan for accuracy, compliance and relevance to this year.
- 30-minute strategy review meeting — We walk you through your plan, explain the estimated savings and show you what to do before December 31.
Typical estimated savings: $7,000 – $50,000+. Estimates depend on your situation and are not a guarantee of results.
Report timing starts once we receive your documents.
If we don’t identify tax-saving opportunities worth at least 5x your fee, we’ll refund your fee. Savings estimates include this year and, where shown, projected savings over up to 10 years if the strategies are kept in place. Projections are estimates, not guarantees.
After your report, you can add year-round support to put your plan into action. Depending on the plan you choose, it can include:
- Quarterly tax review sessions
- Year-end tax filing strategy session
- Email support for tax questions all year
- Ongoing adjustments as your income changes
- Hands-on implementation of your tax strategies (Strategic Tax Advisory Plan)
- Tax preparation readiness review (Strategic Tax Advisory Plan)
Enroll within 30 days of your review meeting and get a $1,000 credit toward the first year of a year-round plan at the listed price. The credit can’t be combined with promotional pricing. See year-round options →
Frequently asked questions
How long does the process take?
Most clients receive their report within about 2–3 weeks after we receive their documents. We work around your schedule.
What if I don’t find value in the report?
We stand behind our work with a 100% money-back guarantee: if we don’t identify tax-saving opportunities worth at least 5x your fee, we’ll refund your fee. Savings estimates include this year and, where shown, projected savings over up to 10 years if the strategies are kept in place. Projections are estimates, not guarantees.
What happens after the report?
You decide. Some clients put the strategies in place on their own; others continue with one of our year-round plans for ongoing support and implementation. There’s no obligation.
Do I need to have my tax returns ready?
Yes. We’ll need your last 2–3 years of tax returns and basic financial information to complete a thorough analysis.
Clients keep referring us
Reviews from our clients on Google, Yelp and more.
Three steps to a clearer tax strategy
Strategy session
A private consultation reviewing your income, assets and goals using our Structure & Tax Planning Blueprint.
Explore strategies
We identify the strategies that fit — from cost segregation to trust planning — with specialized partner connections when needed.
We do the heavy lifting
Our team coordinates the tax, legal, real estate and financial planning pieces and presents the results to you.
What we’ll cover together
- Structuring or restructuring your entity to capture available deductions
- Equity compensation strategies for your stock awards
- Proactive planning with a dedicated tax advisor who understands your income mix
- Compliance and reporting best practices for your team
- Aligning tax strategy with your lifestyle and wealth goals
- Near-term opportunities and long-term planning
Results depend on your individual facts and circumstances. Recommendations are made after we review your situation.
Ready to take control of your financial future?
Book an intro session and we’ll review where you stand and what’s possible.
Monday–Friday, 9 am–6 pm Pacific