Our Secret Sauce

We work at the intersection of tax planning, investment, and estate strategy.

On-Demand Support

Forget weeks of waiting. Our team helps you turn around client-specific tax mitigation strategies in just five days.

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Effective Education

eLearning for tax strategies, messaging, and more that builds the expertise and confidence to close HNW prospects.

A Partner Approach

A dedicated CPA who positions you as a tax expert to your clients.

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Regulatory Monitoring

Up-to-the-minute compliance ensures strategies remain viable and defensible.

Our Process

We make it easy to add tailored tax planning to your practice.

01

Discovery

We get to know your team’s personalities, capabilities, business goals, and areas of specialization.

02

Education

We teach you to identify key tax saving opportunities and communicate them in a way that builds credibility with HNW prospects.

03

Delivery

We work with you to craft holistic tax plans and support you in presenting them to your clients and prospects.