The richest families in America pay about 8% in taxes. You pay up to 37%. It is because they plan all year long, not at the end or the start of the next year.
You have seen the gaps. This is the done-for-you version where we close them. Three years of returns and IRS transcripts, every missed dollar ranked.
30-minute call. No card required. We ask the right questions and recommend the tier that fits, or tell you it's not for you.
Ramon walks you through what we actually do during the two weeks, what the deliverable looks like, and how every finding gets ranked by dollar impact and deadline.
Prefer to skim? Keep scrolling. The page covers the same ground in text.
When I found myself facing an IRS audit, I was understandably anxious about the situation. However, Joel stepped in and provided exceptional guidance and support. His expertise saved me over $100,000, an incredible result that I never imagined possible.
Individual result. Yours will differ.
Hands down, the very best accountant/business consultant that I've ever worked with. Their expertise saved me time and money. The services I've used them for: LLC creation, business bookkeeping, crypto bookkeeping, and managing my personal taxes.
Extremely competent accountant and tax strategist, combined with excellent work ethic. You just don't get service like this anymore. Very knowledgeable, can-do attitude, treats you like family. Saved us an unbelievable amount of money, so worth every penny.
Identifying detail removed.
A 1099 medical contractor whose prior preparer never raised an S-corp election. We modeled reasonable comp and walked him through what changes and what doesn't.
A dual-income household with five rentals across four states, told by their old preparer to just pay more. We found the cost segregation and titling moves he never raised.
A San Antonio owner running six Airbnbs through an S-corp a prior preparer had set up incorrectly. We rebuilt the structure with the right basis.
Most of our prospects come in saying the same things. Their preparer stopped picking up the phone. The software stopped fitting their situation. Their tax bill keeps going up and nobody's explaining why. The Tax Analysis is for one of these three.
"I'm not looking for compliance. I can do compliance. I'm looking for strategy." W-2 plus K-1, RSUs, equity events, recent home sale, rentals, crypto holdings, or any mix.
1099 or single-member LLC clearing $100K+ net. Paying full 15.3% SE tax on every dollar because nobody walked you through the election.
Construction, trades, professional services. Books are messy, deductions are scattered, and your S-corp may have been set up wrong from day one.
Every line below is something that lands in your private Basecamp portal during the engagement. Nothing on this list is filler.
Line by line. Missed deductions, wrong elections, and overpayments flagged with dollar amounts.
Filed within 5 minutes during onboarding. Unlocks transcripts and intercepts every IRS notice from then on.
Wage, income, and account transcripts so nothing reported under your SSN gets missed.
S-corp election analysis, reasonable comp modeling, ownership and titling fixes.
Cost segregation on real estate, crypto tracking and harvesting, equity/RSU planning, small-business positioning. Whatever you actually own, we build the moves around it.
Quarterly estimate modeling, Solo 401(k) / SEP / HSA stacking, dependents and credits review.
Joel Salas, our Managing Partner on the tax side, walks every recommendation, dollarized. Ramon stays on as your engagement partner. Recorded and saved.
Secure home base for every document, meeting recap, and question: for the life of your engagement, with records kept a minimum of seven years. The deliverable itself is yours to keep either way.
If your engagement runs near April or October, we file your extension so the deadline never forces a rush.
Every next step ranked by dollar impact and deadline, so you know exactly what to do, when, and why.
<strong>Make your bank, books, and tax return match.</strong> Every business owner has three tax stories running in parallel: what the bank says, what the books say, what the return says. <em>If these don't match, your tax return is built on guesses.</em> When they do match, planning becomes possible.
Every dollar in, every dollar out, across every account. The raw record. If it isn't reconciled against your books, none of what comes next is real.
Categorized, reconciled, and tied to your business reality. P&L, Balance Sheet, Cash Flow. The bank story translated into the language of your business so it can be defended in an audit and used in a plan.
Federal and multi-state returns filed by licensed practitioners. When the return ties cleanly to the books, which tie cleanly to the bank, you have a full tax story, and only then is real advisory and planning possible.
It is kinda like going to the doctor. You walk in with a knee problem, and the doctor runs the diagnostics before handing you medicine. We do that on your last three returns. We are super thorough, and we do not do surprises.
A real conversation, not a sales pitch. We review your numbers through Tax Story Match™, identify the mismatches and what they're costing you, and map the next 90 days to get matched + predictable. By the end of the call we recommend Standard, Comprehensive, or Strategic: or tell you it's not the right time.
You pay the invoice. We meet again to sign your MSA, file your IRS Power of Attorney, and walk you through your private Basecamp portal. From this point forward, every IRS notice routes through us first.
You upload three years of returns and supporting docs. We pull three years of IRS transcripts. Our advisory team builds your forward strategy against your real numbers and comes back with follow-up questions before finalizing.
Joel Salas, our Managing Partner on the tax side, walks every page of your strategy. Ramon stays on as your engagement partner. Forward-looking plays, dollarized. You leave with the document, the ranked action list, and a custom quote if you want us to execute the plan with you going forward.
Sounds expensive? See the math. Comparable tax planning work at big firms starts at $25,000–$50,000. Ours starts at $2,595 and credits to your first month of full-service work. Same depth, smaller team, no partner billable hours.
For households and owners with income under $500K. The right entry point for W-2 earners, 1099 contractors, and small business owners who want a real second opinion before going deeper.
A written plan built from your last 3 returns and IRS transcripts, and a 60-minute session where a senior advisor walks every finding. You stop guessing: the IRS talks to us now, not you. And you walk away with a written plan any lender, bank, or preparer can take seriously.
For households and owners with income $500K–$5M. S-corp candidates, real estate investors with 1–6 doors, and dual-income high earners with rentals, RSUs, or recent equity events. The standard engagement most clients choose.
Every entity, every state and the personal return reviewed together, a 3-year forward plan, and a 90-minute session that walks each recommendation. Owners tell us the books and tax work were eating 10+ hours a week; this plan is the first step to getting those hours back. And you get a real back office on your side of the table: Joel Salas, our Managing Partner, represents you before the IRS.
For households and operators with $1M+ HHI, 3+ entities, syndication positions, or post-exit founders. Multi-state, complex K-1 coordination, equity comp, exit planning. The tier where your bench (CPA, attorney, advisor) finally coordinates.
A Tax Defense Plan, one restructure model across every entity and state, and two 90-minute sessions. One team finally coordinates your CPA, attorney, and advisor, so nothing falls between them and none of it lands on your desk. Every position comes pre-defended: this is the tier built for people with something to lose.
Full-service engagements are monthly retainers. Your Analysis fee credits to your first month, so the Analysis is effectively free if you continue. About 70% of clients do. The other 30% take the plan back to their existing preparer. Either is fine. We quote ongoing work during the analysis delivery, never on the discovery call.
We don't pretend we can guarantee dollars before we've seen your data. Anyone who does is selling, not advising.
It's like showing up to surgery, but I know what's wrong with you.
If you engage us for ongoing work, your full Analysis fee credits to your first month. If you don't continue, you walk away with a plan you can take anywhere. And if we don't surface at least 2× your fee in tax savings and opportunities ($5,000 on Standard, $10,000 on Comprehensive, $20,000 on Strategic), your analysis is on us; we refund the fee in full. Either way, you can't lose money on this.
Every page of your strategy is authored by a senior advisor. No associates, no juniors, no outsourcing. That's also why we onboard only 3 new full-service clients per month, across all three tiers. We'd rather turn business away than dilute the quality of your plan.
Every question goes through Basecamp. We respond within 1–3 business days during the engagement. If we miss that window, your first month of ongoing advisory is on us.
Starts at $2,595. We'd rather turn you away today than waste your year. Here's the honest line.
You don't pick the tier. We do, on the discovery call, based on your situation. Standard ($2,595) is the single-entity 3-year diagnostic for simpler households. Comprehensive ($5,095) is the multi-entity, multi-state engagement and what 70% of clients land on. Strategic ($10,095) is for $1M+ HHI households with 3+ entities, syndication positions, or post-exit complexity (Tax Defense Plan included). We won't sell you up, and we won't sell you down. We tell you what fits and you decide.
Because you walk away with a real plan, not a sales pitch. Every tier pulls returns, requests your IRS transcripts under power of attorney, models the strategies that actually apply to you, and includes a sit-down advisory session. The fee credits 100% toward ongoing work if you continue.
Honest answer: probably not, unless your household clears $150K and there's something extra (rentals, RSUs, a recent home sale, a side business). At $150K–$250K with one of those, the Standard tier ($2,595) is the right fit. Under that, our Tax Review at $1,000 may be the right starting point. We'll tell you which one fits when we talk.
Most preparers file. We plan. The 3-year look-back almost always surfaces missed deductions, wrong elections, or strategies your preparer never raised. We'll show you exactly what those are and what they're worth. If your current preparer is doing all of that already, you don't need us, and we'll say so.
Ten concrete deliverables: a 3-year return review, IRS POA filed, IRS transcripts pulled, entity structure review, real estate strategy, year-ahead plan, an advisory session with a senior advisor (60 minutes on Standard, 90 on Comprehensive, two 90s on Strategic), your private Basecamp portal, extension filed free if needed, and a ranked action list. All organized in your portal for the life of your engagement. The deliverable is yours to keep.
Two weeks is typical from the day your documents are in. If your situation is time-sensitive (a relocation, a sale, an IRS notice), we route urgent questions to our senior advisor inside the first 72 hours. We file extensions free for any client mid-analysis so the deadline never forces a rush.
Fair question. Everything runs through Basecamp, a private secure portal. Every document, every question, every meeting recap lives there, organized in one place. You message us inside Basecamp. We reply within 1 business day. You never wonder where things stand because the entire history is in one place. Our response guarantee above is real.
Only if you want us to. Tax prep is a separate engagement. About 70% of our analysis clients move to ongoing prep, bookkeeping, or advisory. The other 30% take the plan back to their existing preparer. Either is fine.
Start with our Tax Review at $1,000. A one-year look at last year's return with three to five improvement recommendations. Best for simpler W-2 households who want a second opinion before committing.
Book a 20-minute Discovery call. We'll ask the right questions and recommend the tier that fits: Standard ($2,595), Comprehensive ($5,095), or Strategic ($10,095). Or tell you it's not the right time and point you somewhere else.