Real Results
How Our Clients Legally Reduce Their Tax Bill by 5-6 Figures
If you're making over $500K, there's a high chance you're losing 5-6 figures to the IRS—and most CPAs won't tell you. We help high-income earners legally and ethically take control of their tax strategy.
Most CPAs focus on tax compliance—we focus on results. Our clients don’t just get tax returns filed; they get a custom tax strategy that helps them keep more of what they earn every single year.
Case Study #1: Business Owner
- Client Profile: Brian F., Business Owner
- The Problem: High tax liability with no structured tax strategy
- The Solution: Implemented advanced retirement contributions, business deductions, and income adjustments to optimize tax efficiency
The Result
- $311,967 saved in Year 1
- Projected $2,014,667 in tax savings over 10 years
- 182% return on investment
Case Study #2: Real Estate Investor
- Client Profile: Kelly J., Real Estate Investor
- The Problem: Paying excessive taxes on rental income with no structured plan
- The Solution: Implemented SOP Stacking and leveraged strategic personal investments
The Result
- $489,134 tax savings in Year 1
- Projected $1,765,448 in tax savings over 10 years
- 58% return on investment
Case Study #3: Executive
- Client Profile: Jackson P., High-Income Executive
- The Problem: No tax strategy, overpaying on earnings
- The Solution: Implemented LAD, SOP, and STTC strategies for tax-efficient wealth management
The Result
- $1,061,895 tax savings in Year 1
- Projected $4,020,314 tax savings over 10 years
- 62% return on investment
Brian F. | View
David G. | View
Eleanor B. | View
Kelly J. | View
Jackson P. | View
Jerry & Claire F. | View