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Common Questions
Frequently Asked Questions
No. We work with your CPA, not instead of them. Your CPA focuses on preparing and filing your taxes accurately. We create a proactive tax plan that reduces what you owe. Then your CPA implements the plan when they file your return. Filing and planning are two very different things, and you deserve both.
We don’t prepare or file tax returns ourselves. We specialize in tax planning, finding strategies to help you save $50k+ annually. If you don’t already have a CPA, we’re happy to refer you to one of our trusted partners.
We help high‑income professionals, especially physicians, surgeons, tech executives, and 1099 earners, who are frustrated with paying too much tax and getting little advice. If your income is $300k+ and you feel like you’re leaving money on the table, we can help.
Every situation is different, but most of our clients save between $30k–$100k annually through strategies they weren’t using before. We identify tax‑saving opportunities your CPA may not have time to explore.
It’s simple, book a free 15‑minute Tax Opportunity Call with us. We’ll review your current situation and show you what you could save, with no obligation. You can also download our free guide & checklist to get started right now.
Yes, all of our meetings can be done via Zoom or phone. We work with clients nationwide.
Absolutely. We take client confidentiality very seriously and use secure systems to protect your information."