No, we work with all size companies and portfolios. Our clients may have different financial backgrounds but they all have similar goals of wanting to have a more proactive tax approach. Yes, we are selectively accepting new clients for the 2025 Tax Year. Our tax advisory services work especially well with real estate entrepreneurs, Amazon/Walmart sellers, professional consultants, engineers, therapists, government workers, public service workers, and high wage earners that are trying to move towards a more passive income lifestyle. Many are looking to transition from receiving a salary paycheck to being the one to collecting the checks from various passive opportunities.

During tax season, most people will reach out to their tax preparer once to drop off documents and then later again, to file the tax return. Although it’s the most common, it’s the least proactive. Most of our tax and advisory clients speak to us quarterly. The bare minimum is for the 4th Quarter tax planning consultation usually booked for the beginning of November every year. This helps clients understand what their filing will look like and still gives time to come up with other ideas before year end. If you are someone that is heavily involved in real estate or someone that is evaluating new passive investment opportunities like buying new businesses/ rentals/ condos - you should be speaking to your Advisor often so they can help you with some of those larger ticket $ decisions.

Many people think that an LLC is a tax strategy in itself. New clients call our office and say things like this when asked what type of tax returns they file every year: “ I have a bunch of LLC’s”. An LLC is something that helps with asset protection but it doesn’t mean anything for tax strategy since an LLC can be a partnership, an S Corp, a sole proprietorship etc. One of the first things we do with new clients is discuss the meaning of their LLC structures.

Yes, in some situations we take on one off projects like giving a second opinion on a tax strategy or assisting in negotiating an IRS Balance Due notice. Since the majority of our business comes from Word-of-Mouth referrals, we will often have a current advisory client contact us to help their relative or co-worker with an urgent case. We suggest they set up a discovery call so we can better understand their tax issue. The average IRS Notice engagement is $2,500 while the per hour rate is $280.

Tax Processing is a reactive process while Tax Planning is a proactive process. Most people make an annual appointment with their CPA in March to hand over their tax papers and then they speak again when they need to sign the tax return. This is a reactive process that doesn’t leave room for tax planning. We require all of our advisory clients to meet with us in October/ November so we can discuss what their business year looked like and what tax concepts could still be of interest to them before the year is up. Tax Planning makes it so clients are less likely to have a surprise IRS bill the following year.

Yes, some clients have a simple tax return consisting of one form W-2 from their day job that does not fluctuate every year. They live and work in the same state, don’t have dependents, don’t own assets and are not looking for tax savings and passive income opportunities. They may find that the self-prepare method suits them the best.

You can simply click on the “Book A Discovery Call” link. This is a simple 20-minute free call that is intended for first time clients looking for more information. It’s a simple " let’s get to know each other " chat to see if we are a good fit and we can help you solve some of your business hurdles. It isnot an official consultation session. Yes, we are selectively accepting new clients for the 2025 Tax Year.

For new clients, we recommend starting off with a 3 Year Deep Dive Summary. It’s a helpful way to navigate the last 3 years of tax filing. We provide you with a Bird Eye View summary and then spend an hour going over it with you. Most new clients find this valuable because it helps them easily see what their income fluctuations look like, what the income drivers are, and what levels of tax they are paying (without having to pick up their 50 pages tax return and look through tons of schedules and tax code).