Not necessarily. We primarily serve business owners — but if you're a high-income W-2 earner, especially with investment income, equity comp, or other complex tax issues, you may still be a good fit for our tax planning services.
If you're earning $300K+ as a W-2, there are still advanced strategies we can use to reduce your tax burden.
Once we decide to work together, we'll start with a Tax Savings Assessment. This is a one-time, flat-fee engagement. This includes:
• One-on-one deep dive into your current structure and returns
• A 2-year retroactive tax audit
• Projected IRS tax liability
• A Personalized Tax Savings Plan to reduce your future taxes
From there, many clients move into ongoing implementation. We’ll credit the assessment fee toward your annual plan if you decide to move forward.
For most services, we prefer payment in full. However, Buy Now, Pay Later options may be available depending on the size of the engagement and our participation in those programs at the time.
We work best with high-income, service-based entrepreneurs — especially those with net revenues of $200,000 or more per year who want to stop overpaying the IRS and start making smarter financial moves.
Most of our clients fall into one of these categories:
• Consultants (business, IT, management, HR, etc.)
• Online entrepreneurs and digital agency owners
• Coaches and service providers
• Professional service firms (legal, marketing, real estate, creative, etc.)
If you're making good money but your tax strategy hasn’t evolved with your business — we can help.
We offer these services only to tax planning or resolution clients as part of a strategic engagement. If you're looking for a standalone tax prep service, we're likely not the right fit.
No — we work with clients across the U.S. Our strategies are built around federal tax law, and we factor in your state-specific considerations where necessary.
That’s a great start — but there’s often still money on the table. We’ll assess your current structure and look for missed opportunities, outdated strategies, or better ways to layer additional tax savings into your setup.
Most assessments are completed within 2–3 weeks from the time we receive all required documents. You'll walk away with a complete, personalized plan and a clear picture of what to do next.
Yes. In most cases, we can stop wage garnishments, bank levies, and collection notices quickly — sometimes within days. The sooner we intervene, the more options you have.
Yes. If you owe $30,000 or more in back taxes to the IRS or state, we offer Tax Problem Resolution services. We’ll stop collection activity, negotiate on your behalf, and build a strategy that protects your income and prevents future problems.
We evaluate your income, assets, and tax history to determine which resolution options you may qualify for — including Installment Agreements, Offers in Compromise, and Penalty Abatement. We'll guide you through the best approach for your situation.
No one can promise that. But we can negotiate on your behalf, minimize the damage, and develop a long-term plan so you can move forward without fear of the IRS.
Pricing varies based on the size and complexity of your case. We’ll review your situation and provide a flat fee before we begin — no surprises.
For most services, we prefer payment in full. However, Buy Now, Pay Later options may be available depending on the size of the engagement and our participation in those programs at the time.
No — we are licensed to work with clients across the U.S. Our strategies are built around federal tax law, and we factor in your state-specific considerations where necessary.