Different situations. Different playbooks. One firm.
A physician's tax strategy is not a real estate investor's. A marketing agency's bookkeeping cadence isn't a church's. A SaaS founder's exit plan isn't a trucking owner-operator's. The work we do for you depends on what you actually do. Find your situation below — each link routes to the moves we'd run for someone in your shoes.
What you do for a living. How it shapes the strategy.
Physician
$25K–$60K / yrW-2 hospital + 1099 moonlighting + locums + private practice. Reasonable comp, retirement stacking, multi-state, RE as counter-balance.
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Real Estate Investor
$15K–$80K / yrRentals, STR, BRRRR, syndications, REPS. Cost seg + 1031 + REPS + STR loophole stacked correctly. The biggest tax savings live here.
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1099 Contractor
$8K–$20K / yrSolo consultants, gig workers, freelancers, side-hustlers gone full-time. First-year 1099 estimates + S-corp threshold conversation.
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Church + 501(c)(3)
$8K–$30K saved + risk avoidedMinister housing allowance, Form 990, UBI on rental income, fund accounting, clergy payroll, giving statements. The lane other firms won't touch.
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Marketing Agency
$12K–$30K / yrProject revenue lumpiness, ad-spend pass-through, multi-state clients, large 1099 contractor pools, partner draws. Agency-specific tax + books.
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Construction Company
$10K–$30K / yrTrades, sub-contractors, GCs. Vehicle deductions, equipment depreciation, accountable plans, S-corp structure for owner-operators.
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Landscaping Company
$8K–$25K / yrSeasonal cash flow, equipment depreciation, sub-contractors vs. employees, accountable plan for trucks + tools.
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Dentist / Dental Practice
$25K–$70K / yrPractice owners with often a real estate angle (clinic building). S-corp comp, equipment depreciation, retirement stacking. High-LTV segment.
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Trucking / Owner-Operator
$6K–$22K / yrPer-diem deductions, mileage logs, fuel tax credits, equipment depreciation. Texas has more owner-operators than anywhere — we know the segment.
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Real Estate Agent
$8K–$20K / yr1099 commission income, broker splits, equity comp on flips. Distinct from RE investor — this is the agent side, not the investor side.
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Content Creator / Influencer
$8K–$25K / yrYouTube, podcast, course, brand deal, affiliate, crypto. New economy, low CPA understanding. Multi-platform revenue done right.
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Attorney / Solo Practitioner
$12K–$30K / yrSolo + small partnerships, BigLaw refugees. Retainer + contingency mix, IOLTA accounting, partnership-share structures.
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SaaS Founder
$15K–$2M+ at exitPre-exit. R&D tax credits, QSBS Section 1202, equity comp, founder stock planning. The pre-revenue + early-revenue tax decisions that compound.
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Entrepreneur
$15K–$50K / yrMultiple bets, multiple entities, side hustles becoming businesses. The structural work that decides whether each venture is a deduction or a liability.
See the playbook →What your tax life looks like. How we map to it.
S-Corp Candidate
$10K–$25K / yrSolo 1099 or single-member LLC clearing $100K+ net. Paying full 15.3% SE tax on every dollar because nobody walked you through the election.
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W-2 High Earner
$25K–$40K / yr$250K+ household. Rentals, RSUs, equity comp, side LLC. The moves that lower a high-W-2 bill aren't on your W-2 form — they're in everything else.
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Single-Member LLC
$5K–$18K / yrYou formed the LLC. Now what? Sole-prop default vs. S-corp election. Accountable plans, payroll, owner draws vs. distributions.
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Crypto Investor
Recovery + clean filingsWallets, exchanges, DeFi, staking, mining, NFTs. Books reconciled, Form 8949 done clean, FTX / Celsius / scam losses positioned correctly.
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$1M+ Household
$40K–$200K+ / yrMulti-entity, multi-state, syndication positions, post-exit founders, equity-heavy. The tier where your bench (CPA, attorney, advisor) finally coordinates.
Page in progress · book Discovery now →
Catch-Up + IRS Notices
Filings cleared + penalty avoidanceYears behind on filings. IRS notice on the counter. Prior preparer ghosted. Scam-loss recovery. The messy work other firms won't touch.
See the playbook →Not on the list? Book Discovery anyway.
These twelve cover ~80% of our intake. The other 20% is bespoke: estate attorneys, hedge-fund GPs, professional poker players, multi-state athletes, expat-Americans, post-divorce restructures. If you're not seeing yourself here, the Discovery call is where we figure out whether the firm fits anyway — or where to send you if it doesn't.
Not sure which playbook is yours? Start with the number.
Run the free calculator to see if you're overpaying — it takes about two minutes and there's no payment, no call required. We'll show you the gap; you decide what to do with it.
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