Real Estate Investors

Real estate investors often miss out on major deductions, especially around depreciation, entity structuring, and passive loss strategies. Our proactive planning unlocks those opportunities.
We helped a client with 4 rental properties restructure their LLCs and run a cost segregation study resulting in $42,700 in tax savings in one year.

Business Owners

Most business owners are overpaying in taxes simply because they’re in the wrong entity structure or not tracking deductions strategically. We fix that with tailored planning.
A service-based business owner was operating as a sole proprietor. We helped them switch to an S Corp, implement an accountable plan, and set up clean expense tracking saving them $31,800 in taxes this year alone.

High-Income Earners

The more you make, the more the IRS takes unless you’re using the tax code strategically. Our clients in high tax brackets often see 5–6 figure savings with our advanced planning.
We worked with a tech executive earning over $800K/year. Through tax-efficient income strategies and strategic deductions, we helped them save $236,000 in one year.

Ambitious Professionals with Big Goals

You’re building something meaningful maybe your first property, your first six-figure year, or your first business. You don’t need to “figure it out later.” The earlier you plan, the more you keep.
We helped a new consultant earning $120K set up their LLC correctly, establish a SEP IRA, and track deductions — putting them on track to save $18,000+ in their first year while building long-term wealth habits.