Let's Start Your Tax Strategy

We focus on proactive, year-round tax strategy rather than reactive tax preparation. While traditional CPAs look backward at what you owe, we look forward to design strategies that minimize your tax burden before it happens. We partner with you to structure your business and income for maximum tax efficiency.

Every situation is unique, but our clients typically save 20-40% on their annual tax bill through strategic planning. The exact amount depends on your income level, business structure, and current tax situation. During your strategy session, we'll provide a preliminary assessment of potential savings specific to your circumstances.

Yes! While our primary focus is strategic tax planning, we also provide comprehensive tax preparation and filing services. This ensures that the strategies we design are properly implemented and documented. Having both strategy and preparation under one roof creates seamless execution and better outcomes.

Our fees are customized based on the complexity of your situation and the scope of services you need. Most clients find that the tax savings we generate far exceed our fees within the first year. We'll discuss pricing transparently during your initial strategy session and provide a detailed proposal before you commit to anything.

We can typically schedule your initial strategy session within 1-2 weeks. After that session, we'll develop your customized tax strategy and begin implementation within 2-4 weeks. For urgent situations (like pending transactions or audits), we can often accommodate expedited timelines.

Yes! We serve clients across the United States. All of our consultations and ongoing support can be conducted virtually, making it easy to work with us regardless of your location. We're experienced with multi-state tax issues and can handle complex situations involving multiple jurisdictions.