A tax plan that connects your whole financial picture.
Year-round tax planning, returns, and quarterly check-ins under one roof. Built for business owners netting $150K+, real estate investors, and high-W-2 earners with real complexity — RSUs, equity events, rentals, windfalls.
Your CPA shows up in March and files what already happened.
By then it's too late. Tax planning happens before December 31, not after. If your CPA isn't talking to you between April and the following March, they're filing your taxes. They're not planning them.
Your CPA shows up in March, asks for documents, and files what already happened. By then your bonus was paid wrong, your S-Corp election deadline passed, and last year's losses were left on the table.
Even the CPAs who mention strategy stop at the mention. Augusta Rule, cost seg, REPS, backdoor Roth — you've heard the words. But who's actually setting it up, executing it, and getting it on the return?
Life changes mid-year. New bonus, sold a property, started a side business, had a kid. If your CPA only sees you once a year, those events are missed opportunities or expensive surprises.
Solo CPAs disappear in tax season. The right strategy needs a team: planner, preparer, bookkeeper. Otherwise it lives in your CPA's head and dies on their vacation.
Your Tax Savings Blueprint.
A paid diagnostic that reviews your last three years of returns, identifies what was missed, and maps strategies to your specific situation. We walk through the plan with you in a delivery meeting. Backed by a no-questions money-back guarantee.
We read your last three years of returns and current structure. We find missed deductions, structural mistakes, and prior-year errors worth amending.
A document mapping strategies to your situation. Not generic checklists. Names, numbers, deadlines, and what each strategy is expected to save.
We walk through every strategy with you. You leave knowing exactly what's recommended, what's optional, and what each one is worth.
Each strategy has an owner, a deadline, and the documents needed. So things actually get done, not just discussed.
Includes everything above: three-year lookback, written plan, delivery meeting, and implementation roadmap.
Your investment is custom because every situation is. Explore three example scopes.
After your Blueprint, you can keep the plan and execute on your own, or enroll in ongoing membership. Membership combines tax planning, returns, and (optionally) bookkeeping under one recurring investment.
The examples below are typical clients in each archetype. Memberships are billed every four weeks. Your actual investment is determined after your discovery call, based on entities, complexity, and what you actually need.
- Tax planning (one situation)
- Personal tax return (Form 1040)
- 2 annual planning intensives
- Quarterly check-ins
- Direct CPA access (3-day SLA)
- Strategy library access
- Tax planning (2 of 3 situations)
- Personal tax return (Form 1040)
- Business return (1120-S, 1065, or 1120)
- Bookkeeping for one entity
- Quarterly tax projections
- S-Corp comp & QBI optimization
- Direct CPA access (3-day SLA)
- Tax planning (all 3 situations)
- Personal tax return with REPS / STR analysis
- Business return(s)
- Bookkeeping for multiple entities
- Cost segregation coordination
- Quarterly tax projections
- 1031 exchange & entity structure advisory
- Direct CPA access (3-day SLA)
Your final investment is set after your Blueprint delivery meeting, when we know your real scope.
100% money-back. No stipulations.
If you're not satisfied with your Blueprint for any reason, we refund every dollar. No fine print, no waiting period, no negotiation. We carry the risk so you don't have to.
We turn down clients we can't serve well. Here's the filter.
Saying yes to the wrong client hurts both of us. Read this before you book a call.
Any one of these describes you:
- Business owner netting $150K+. S-Corp, partnership, or sole prop with real profit to plan around.
- Real estate investor. Any door count, short-term or long-term. REPS candidates especially.
- High-W-2 earner over $300K single / $450K married. Tech, medical, legal, finance. RSUs, bonuses, deferred comp.
- 1040-only with real complexity. RSU vesting events, equity sales, windfall, divorce, business sale, inheritance.
- You want to know what's deductible, not be told "your CPA will figure it out."
- You're willing to invest in real strategies. Cost seg, retirement contributions, entity formation when they make sense.
- You want one team handling planning, filing, and bookkeeping together, not three vendors who don't talk.
Any of these apply:
- You file W-2 only with no complexity. Standard deduction, no investments, no side income. TurboTax is genuinely fine for you.
- You're shopping for the cheapest CPA. Our investments reflect the level of support we provide.
- You want financial planning, legal advice, or HR consulting. Our work covers accounting, tax, and business advisory. We coordinate with appropriately qualified professionals for legal, investment, and HR advice.
- You expect to do zero implementation work. Real strategies require your participation.
- You operate primarily outside the US with significant foreign subsidiary or FBAR exposure beyond basic foreign accounts.
- You're looking for someone to sign returns without doing the work. We won't.
- You want unrealistic guarantees. We promise honest, legal strategies. We won't promise tax-free outcomes that don't exist.
From first conversation to a documented tax plan.
We begin with a fit call, gather your financial information and goals, then prepare a plan. Timing depends on the scope and when we receive the required information.
15 minutes. We confirm you're a fit, walk you through what the Blueprint covers, and answer your questions. No pressure to decide on the call.
We request the returns, entity information, and financial details needed for your plan. We discuss your goals and clarify questions with you before developing recommendations.
We walk through every strategy: what was missed, what to do, what it's worth, and how to implement. You leave with a written plan.
If you want ongoing planning, filing, and check-ins, we discuss the membership scope and investment with you. Otherwise, you keep the plan and execute on your own.
Stop overpaying. Start planning.
15-minute discovery call. We confirm fit, walk you through the Blueprint, and answer your questions. No pitch deck, no pressure.