1 of only 55 Certified Tax Strategists in the U.S.
You're overpaying in taxes. You just don't know where or by how much.
Review Your
3 -Year Returns
Entity Optimization
Wealth-Aligned Strategy
Audit-Ready Documentation
$77M+
In tax savings - across our client base
1/55
Certified Tax Strategists - U.S.
800+
Multifamily units owned
5x–25x
Typical first-year ROI on engagemen
Recognized by
- SOUND FAMILIAR?
High earners. Same quiet frustration.
You built something real. The income reflects it. But somewhere between what you earn and what you keep – something isn’t adding up.
01
"I have a kind of CPA, but he doesn't give me any tax advice. He just files."
- High-income executive · On his first call with us
02
"I make great money - but I feel like I'm paying more than I should."
03
"I have multiple entities. I don't know if the structure is right for what I'm earning now."
04
"I made a major financial move last year. Found out the tax impact six months too late."
It's not that you're doing something wrong. It's that no one has ever shown you what you're missing.
- Our process
The Clarity Method™
We diagnose before we prescribe. Every engagement starts with a complete review of your last three years – business and personal. No assumptions. No generic advice.
- PILLAR 01
See The Full Picture
3 years of returns. Every entity. Every income stream. Where you’re headed in 1, 5, and 10 years.
- PILLAR 02
Find What's Been Missed
Every gap quantified in dollars. Every recommendation referenced to IRS code and case law.
- PILLAR 03
Build Your Strategy Portfolio
- PILLAR 04
Stay Ahead, Every Year
$77M+
Saved across our client base
- Not from adding deductions - from restructuring how income flows through entities
- Identified before the tax year ends - when something can actually be done about it
- We're active investors ourselves - 800+ multifamily units, storage, commercial, private equity. Neither founder needs a paycheck.
- Every strategy IRS-cited and audit-ready - zero ambiguity, ever
- Transformation
What changes when you have the right strategy.
BEFORE
"No idea how much I was overpaying."
"My CPA called once a year. Tax time."
"Big decisions made without knowing the tax impact."
"Worried every year about whether strategies were defensible."
After KB Tax
$50K–$250K+ identified in year one alone - typical for clients in our income range.
Quarterly reviews. Full tax visibility year-round. Strategy adjusted as income evolves.
Every move made with complete tax clarity - before it happens, not after.
IRS-cited. Documented. Audit-ready. Zero ambiguity.
- Client outcomes
Real clients. Documented results.
$614,561 SAVED · YEAR ONE
"Thank you for understanding my misery. If I had met you 20 years ago, my wealth would look completely different today." Instead of sending $250K to the IRS bought a $1.2M property in Tennessee. Then referred his brother (who saved $149,256 in his first year).
$472,389 SAVED · YEAR ONE
"I was apprehensive after a negative experience with my previous CPA, I had reservations about engaging another firm. In less than a year they found tax benefits that reduced my tax debt and empowered me to make strategic revenue-generating moves." $3M+ saved over 4 years. Now owns homes in Arizona and Oregon purchased with money that would have gone to the IRS.
$116,127 SAVED · YEAR ONE
"My CPA ghosted me mid tax season. No clarity on how to pay myself. No strategy. My biggest regret? No regular meetings. No strategic advice. Just filing." Retained 100% of her team through COVID. Two years of 100% revenue growth. Then acquired an agency. 4 years as a client and counting.
$149,256 SAVED · YEAR ONE
"I'm W-2. There's not much I can do." His CPA filed every form correctly. On time. Every year. No one ever showed him how to keep more until we ran the analysis. The belief that W-2 earners have no options is the most expensive belief in the room.
- Who we work with
Built for earners where tax decisions materially impact wealth.
Business Owners
Multiple entities, $1M+ revenue. Structure that worked at $300K is expensive at $1.5M.
$1M+ revenue · Multi-entity
Executives & Equity
RSUs, options, bonuses. A single vesting event without strategy can cost six figures.
C-Suite · Directors · Partners
Medical Professionals
High W-2 or 1099 income built for compliance not wealth optimization.
Physicians · Dentists · Attorneys
Real Estate Investors
Depreciation, passive income, multi-entity strategy rarely fully captured by traditional CPAs.
5+ units · Multi-entity
Business Owners
Multiple entities, $1M+ revenue. Structure that worked at $300K is expensive at $1.5M.
$1M+ revenue · Multi-entity
Multi-entity operators with inefficient income flow
When entities aren't coordinated, money leaks at the seams. We treat the structure as one system, not five.
Owners planning exits, acquisitions, or liquidity events
A single transaction can trigger millions in unnecessary tax. The strategy starts 12+ months before the close — not after.
Entrepreneurs with disconnected business & personal strategy
Two CPAs, one for the business and one for personal — except neither sees the whole picture. We coordinate both.
- How we're different
This isn't accounting. It's a different category entirely.
You already have a CPA. What you don’t have is someone whose entire job is building and managing your strategy proactively, year-round, before decisions get made.
Primary goal
Approach
Focus
Decision support
Investor experience
Client relationship
KB Tax Deviser CPAs
Build long-term wealth and financial independence
Proactive, year-round strategy aligned with your goals
Structuring income to grow and retain wealth
Guidance before decisions to optimize outcomes
Active investors ourselves 800+ units, neither founder needs a paycheck
Ongoing strategic partnership focused on growth
Traditional CPA Firm
File accurate tax returns
Reactive, year-end filing
Compliance and reporting
Limited or after the fact
Theoretical knowledge of investment strategies
Seasonal, transaction-based
- What happens next
Your first 30 days.
From your first conversation to a complete diagnostic exactly what the process looks like.
Document Collection & Deep Review
Last 3 years of business and personal returns, entity structure, income streams, compensation arrangements.
Analysis & Diagnosis
Every gap identified. Every dollar quantified. You see exactly what the wrong structure has been costing year by year.
Strategy Design
A written, IRS-cited, wealth-aligned plan coordinating income, entities, retirement, and investments as one structure.
Implementation Roadmap
Execution begins. Documented for audit readiness. Quarterly reviews scheduled from day one.
By the end you'll know
- Exactly what you've been overpaying
- What needs to change in your structure
- How to move forward with full clarity
FAQs
Frequently Asked Questions About Small Business Tax Strategy
KB Tax Devisers is a certified tax strategy firm serving high-income business owners, physicians, executives, and real estate investors across the United States with proactive, year-round tax planning.