How we work
Most tax overpayment isn't a missing deduction. It's a missing structure.
We find that gap before we ever propose a fix. Diagnosis first, strategy second, always in that order.
Every engagement starts with a complete look at where you actually stand, not where a template assumes you should. If the opportunity isn’t there, we’ll tell you before you spend a dollar.
Timing is the whole difference
A template reviews your year
After it ends
A structure decides your year
Before it starts
A return is filed
Once
A structure is reviewed
Every quarter
The process
Four steps. One clear picture.
week 1
The Look-Back
Three years of returns, business and personal, reviewed together for the first time.
No-cost review
week 2
The Diagnosis
We quantify every gap in dollars, so you see exactly what your structure has been costing you.
Findings review
week 3
The Plan
A single written strategy, cited to the tax code, coordinating entities, income, retirement, and investments as one.
Written strategy
week 4
The Implementation
Execution begins immediately, with quarterly reviews and audit-ready documentation from day one.
Filed & operating
$77M+ identified. Zero audits since 2017.
1/55
Certified Tax Strategists Nationwide
The process
One of fifty-five.
A CPA proves you can file correctly. A Certified Tax Strategist proves you can design what happens next before the year closes, not after.
How we're different
A Certified Tax Strategist is not a CPA.
There are only 55 Certified Tax Strategists in the United States. The difference comes down to proactive design instead of reactive reporting, and it matters most at your income level.
| Tax Strategy Comparison | Certified Tax Strategist | Traditional CPA |
|---|---|---|
| Function | Designs your tax structure before income is earned | Reports what already happened |
| Frequency | Quarterly, every major decision modeled in advance | Annual, at tax time |
| Focus | Restructuring how income flows through entities | Adding deductions to an existing structure |
| Documentation | Every strategy IRS-cited with court case references | Standard return documentation |
| Engagement | Long-term partnership, strategy evolves with income | Seasonal, transactional |
Who this is for
Built for outgrown returns.
Most of our clients earn $1M or more, operate through one or more entities, and have sensed for some time that something isn’t optimized without anyone ever showing them where.
1
Business Owners
An entity structure chosen at formation, never revisited since.
2
Physicians & executives
Income that looks simple, but hides real planning opportunity.
3
Real Estate Investors
Rules that reward the investor who understands them.
THE NUMBERS
What the process has found.
$91M
Identified
in client savings
$100K+
Typical
year-one savings
200-300%
Average return
on engagement
20-40%
Typical reduction
in tax liability
FAQ
A few common questions.
KB Tax Devisers is a tax advisory firm providing tax planning, tax preparation, accounting, CFO, and business advisory services for individuals and businesses.
KB Tax Devisers focuses on proactive tax strategy and financial planning, helping clients identify opportunities before tax deadlines rather than only preparing tax returns.
A Certified Tax Strategist is a tax professional trained to identify and implement legal tax-saving strategies based on a client’s financial and business situation.
Tax savings vary by income, business structure, and financial situation. KB Tax Devisers identifies applicable tax strategies to help clients legally reduce their tax liability.
See what your last three years say.
No cost. No commitment. Just a clear answer.