Strategic Tax Services for High Income Investors
We offer two ways to work together: a diagnostic Tax Savings Assessment to identify opportunities, and a comprehensive Strategic Tax Partnership for full implementation and year-round advisory. Most clients start with the Assessment, then engage the Partnership to capture the savings we identify.
Start Here: Tax Savings Assessment
Identify Your Opportunities. Quantify Your Savings.
A comprehensive 60-minute paid session where we review your last 2 years of tax returns, analyze your current financial situation, and quantify exactly how much you're leaving on the table.
Perfect for high-net-worth investors who want to understand their opportunities before committing to full implementation.
Pre-Session Document Review
We analyze your last 2 years of returns, entity structure, and real estate holdings before our session—so we can hit the ground running.
60-Minute Strategy Session
Live review of findings, identification of missed opportunities, and detailed explanation of what we discovered in your situation.
Savings Quantification Report
Written summary of identified opportunities with estimated tax savings. Most assessments identify $50K-$200K in potential savings.
Next Steps Recommendation
Clear guidance on your options: implement yourself, work with your current CPA, or engage our Strategic Tax Partnership for full execution.
Strategic Tax Partnership
Full Implementation. AI-Powered Analysis. Year-Round Advisory.
For high-net-worth investors who want comprehensive tax optimization and ongoing strategic support—not just advice, but complete execution.
This is our premium service where we become your dedicated tax strategist, architecting your wealth preservation strategies, implementing complex solutions, and proactively planning every financial move throughout the year.
Available only to clients who have completed the Tax Savings Assessment.
What’s Included:
1. Complete Forensic Tax Analysis
Deep-dive review of your entire tax situation, past returns, entity structure, investment portfolio, and income sources to identify every available savings opportunity.
2. AI-Powered Scenario Modeling
Proprietary tools that identify opportunities manual review misses—REP qualification tracking, Material Participation analysis, and tax scenario modeling for future deals.
3. Custom Implementation Roadmap
10-15 page strategic blueprint with step-by-step execution plan, timelines, and priority recommendations tailored to your specific situation.
4. Full Strategy Reveal & Execution Support
Complete explanation of all strategies plus hands-on implementation assistance. We don't just tell you what to do—we help you execute it.
5. Quarterly Proactive Strategy Sessions
Regular planning meetings to adjust strategies as your portfolio evolves, review new opportunities, and ensure optimal tax positioning year-round.
6. Year-Round Advisory Access
Unlimited email and call access for deal analysis, tax questions, entity decisions, and strategic guidance whenever you need it.
7. Tax Return Preparation (optional)
We can prepare your tax returns so you can see the results of your strategies implementation or you can choose to work with a tax professional of your choice
Typical Strategies We Execute:
We care and want you to be at the top of your finances ALL YEAR ROUND. We will walk you through:
Real Estate Professional Status
Cost segregation studies and accelerated depreciation
Strategic entity structuring & optimization
Short-Term Rental Loopholes
1031 exchange alternatives and exit planning strategies
Charitable giving strategies for tax efficiency
Estate and wealth transfer tax planning
Advanced Investment strategies (oil & gas, opportunity zones)
The Process
Free Discovery Call
You schedule a free 15 min discovery call to discuss your needs and how we could be a good fit
Tax Savings Assessment
We review your last 2 years of returns, analyze your situation, and quantify potential tax savings opportunities.
Timeline: 3-5 days for our analysis + 60-minute session
Deliverable: Savings quantification report showing exactly what you're leaving on the table (typically $100K-$500K in identified opportunities)
Partnership Decision
Option A: Implement yourself
Option B: Selective implementation - Engage us for specific projects (cost seg study, entity formation, REP qualification documentation).
Option C: Strategic Tax Partnership - Comprehensive implementation and year-round advisory for maximum results.
WHO WE SERVE
Is This Right for You?
Our Services Are Designed For:
✓ Real estate investors with multiple properties (rentals, short-term rentals, commercial, syndications)
✓ Business owners paying $75K-$200K+ in taxes per year
✓ High-income W2 earners making $300K+ annually who own or are interested in owning real estate
✓ Investors with complex entity structures or those needing optimization
✓ Anyone whose current CPA focuses on compliance rather than proactive strategy
✓ Professionals planning major acquisitions, dispositions, or portfolio growth
✓ Investors who suspect they're overpaying but don't know by how much
✓ Anyone ready to invest in optimization, not just annual filing
This is Not For:
✗ W2 employees making under $200K with no real estate investments
✗ People looking for free tax advice or DIY tips
✗ Anyone wanting the cheapest CPA they can find
✗ Those not willing to invest in strategic implementation
✗ Investors expecting overnight results without proper planning and execution
✗ Anyone looking for aggressive tax schemes or questionable strategies
✗ Those who just want someone to "sign the returns" without strategic input
FREQUENTLY ASKED QUESTIONS
Common Questions
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A: Most CPAs focus on compliance—filing accurate returns based on what happened last year. We focus on strategy—proactively architecting what SHOULD happen to minimize your taxes.
Your current CPA likely does great work on compliance. We complement that by identifying opportunities they may not specialize in (REP qualification, cost segregation, entity optimization, strategic deal structuring).
Many of our Partnership clients keep their current CPA for filing and use us for strategy and implementation.text goes here
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A: If you're making $300K+ with real estate investments and your current CPA has never discussed REP status, cost segregation, or entity optimization, there are almost certainly opportunities.
That said, if we don't identify higher savings than your investment, we'll refund your $497.
We're that confident qualified high-net-worth investors are leaving money on the table.
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A: Consider this: if you're paying $150,000 in taxes annually and we identify $200,000 in savings opportunities, would you invest $25,000 to capture those savings?
Most Partnership clients see 5:1 to 20:1 ROI in the first year alone, and the savings compound annually.
The question isn't "Is it expensive?"
The question is "What's it costing me NOT to have this level of strategic tax planning?"
That's exactly why we start with the $497 Assessment—so you can see the specific opportunities and make an informed decision based on real numbers, not guesses.
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A: Not necessarily. The Tax Savings Assessment is diagnostic—it identifies opportunities. You can implement with your current CPA, on your own, or engage our Strategic Tax Partnership.
For the Partnership, many clients keep their current CPA for compliance (filing returns) and use us for strategy, implementation, and year-round advisory.
We're specialists, not replacements. Some clients prefer a full transition, others prefer strategic partnership. We're flexible based on your needs.
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A: You'll receive a written summary of identified opportunities with quantified savings estimates (typically $100K-$500K).
Then you decide your next step:
1. Implement yourself using our high-level guidance
2. Have your current CPA implement the strategies
3. Engage our Strategic Tax Partnership for full implementation and ongoing support
There's no pressure to choose option 3. The Assessment is a valuable standalone deliverable regardless of whether you engage the Partnership.
That said, most clients who see six-figure opportunities choose the Partnership because DIY implementation of complex strategies often fails or triggers audits without proper execution.
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A: Initial implementation typically takes 30-60 days depending on complexity:
- Entity formation/restructuring: 2-4 weeks
- REP qualification documentation: 1-2 weeks
- Cost segregation coordination: 3-4 weeks
- Strategic planning and roadmap: Delivered within first 30 days
Then we transition to ongoing quarterly sessions and year-round advisory access.
The Partnership is not a one-time project—it's a year-round relationship where we continuously optimize your tax position.
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A: Perfect timing. That's exactly when strategic tax planning delivers maximum value.
Partnership clients get deal-by-deal analysis BEFORE closing, ensuring you structure acquisitions and dispositions for optimal tax treatment.
Examples:
- Choosing between 1031 exchange vs. alternative strategies
- Structuring entity ownership before purchasing
- Timing dispositions for tax efficiency
- Evaluating cost segregation opportunities on new acquisitions
Having a tax strategist BEFORE the deal closes can save you hundreds of thousands in taxes you can't recover later.
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A: You're likely a fit if:
- You're making $300K+ annually and paying $75K+ in taxes
- You own multiple real estate properties or are actively acquiring
- Your current CPA has never discussed REP, cost seg, or entity optimization
- You're planning major financial moves in the next 12 months
- You're frustrated with reactive tax preparation and want proactive strategy
- You value strategic expertise and are ready to invest accordingly
The Tax Savings Assessment will confirm fit. If we don't think the Partnership makes sense for your situation, we'll tell you honestly.