Built for $1M + earners with complex income

Where tax decisions materially impact wealth.

This is for individuals who have reached a level of income where the wrong structure quietly costs hundreds of thousands every year. Most clients earn $1M or more annually, operate through one or more entities, and have sensed they’re overpaying – without anyone showing them where.

$50K–$400K+

The typical annual gap we close

Saved across our client base

$91M

Typical annual gap we close

$50K–$400K+

Multifamily units we own ourselves

800+

Category 01

Business Owners

You’ve built something real. But as your income has grown, your tax structure hasn’t kept up. What worked at $200K is usually inefficient – and expensive – at $800K or $1.5M+.

Most business owners we work with aren’t making mistakes. They’re operating inside outdated structures that quietly drain wealth. We redesign that system so it scales with your success.

S-Corp owners with unoptimized salary & distribution strategies

The salary line on your S-Corp is often where the largest savings - or losses - live. We model both sides every quarter.

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.

Category 02

Medical Professionals & Service Providers

High income doesn’t automatically mean optimized income.

Physicians, dentists, attorneys, and other professionals often earn through W-2, 1099, or practice ownership – but without coordinated strategy, tax exposure compounds quickly. Most are structured for compliance, not wealth optimization. The gap between the two is often six figures annually.

Physicians with hospital, private practice, or both

W-2 plus 1099 plus practice ownership creates layered complexity that standard CPAs rarely model as one picture.

Practice owners evaluating entity structure

The right entity for your practice depends on income level, partners, real estate, and exit horizon - not on what worked five years ago.

Multi-state or multi-income professionals

Practicing in multiple states or earning through multiple structures fragments planning. We unify it.

Service providers seeking strategy beyond standard retirement

Cash balance plans. Defined benefit plans. Real estate via the practice. Strategy that compounds.

"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.

— Vishal Madaan · Hospital Physician · Saved $149,256 in year one

Category 03

Executives with Equity Compensation

Equity isn’t just compensation – it’s a tax event waiting to happen.

RSUs, stock options, bonuses, and deferred compensation require timing strategy. Without proactive planning, a single vesting or exercise event can trigger massive, unnecessary tax exposure. We help you model and control the outcome before it happens.

Executives with unoptimized RSU vesting schedules

RSUs vest whether you plan or not. The question is whether the income hits at the right time - or the worst time.

Approaching ISO/NQSO exercise decisions

AMT exposure, holding period strategy, exercise timing - modeled before you click anything in your equity portal.

C-suite leaders with deferred compensation

Deferred comp creates multi-year income management problems. Solved at the planning stage, not when distributions arrive.

Receiving large bonuses without mitigation planning

A $1M bonus arrives in December. The strategy needed to start in March. We work the calendar backward.

Category 04

Real Estate Investors & Multi-Entity Operators

Real estate offers some of the most powerful tax advantages – but only when structured correctly.

Between multiple entities, depreciation, passive activity rules, and advanced strategies, most investors we work with are leaving significant savings untapped. Not because they lack a CPA – because they lack an integrated strategy. We’ve operated 800+ multifamily units ourselves. The strategies we recommend are the ones we run.

Investors with 5+ residential or commercial units

Cost segregation. Bonus depreciation. Material participation. The strategies multiply with each property - coordinated correctly.

Operators managing multiple LLCs or layered structures

When every property has its own LLC and they're not coordinated, the tax position fragments. We rebuild the architecture.

Exploring depreciation acceleration or 1031 exchanges

Both have rules and timing requirements. The wrong move costs years of opportunity. We map both before you commit.

Real estate professionals evaluating loss utilization

REPS qualification opens significant strategy. We document everything correctly - audit-ready from day one.

The pattern we see every time

Every client we work with is successful. And quietly overpaying.

They’re generating more income than ever before.

But their tax strategy hasn’t evolved at the same pace.

So what happens? Income increases. Complexity increases. The structure stays the same.

And that gap quietly costs them $50K–$400K+ per year.

Not from mistakes. From missed structure, timing, and coordination. That’s the gap we close.

Is this right for you?

You'll benefit most if this sounds like you.

The clients who see the highest return on working with us consistently share a few characteristics.

No.1

You earn $1M or more annually.

No.2

You have at least one business entity, or income from multiple sources.

No.3

You've had a sense - even without specifics - that your current tax approach isn't fully optimized.

No.4

You want your tax strategy to support long-term wealth - not just reduce this year's bill.

Get started

If this is your situation - start with the diagnostic.

A 3-Year Tax Analysis. We review your last three years of returns, identify the gaps, and quantify what they’ve cost you – in dollars, before you commit to anything.

$91M

Saved across our
client base

$50K-$400K+

Typical annual gap we close

800+

Multifamily units we own ourselves

We don’t engage clients we can’t help. If the opportunity isn’t there, we’ll tell you. No pressure. No unnecessary engagement. Just clarity.

Begin Here

See what your last three years cost you.

The Three-Year Look-Back is how every engagement begins. We review your returns, quantify the gap in dollars, and show you what a different structure delivers before you commit to anything.

IMPACT BEYOND NUMBER

40-45 minutes

Your time is limited. We treat every minute of it that way.

no obligation

Honest insights. No Pressure.

100% confidential

Your information. Stays Protected.