Your proactive tax advisor

More than just your tax preparer. Offering 1:1 comprehensive tax planning consultations and ongoing advisory services.

Bring your Certified Tax Advisor into your inner circle and learn how you, like the wealthy, can proactively save more on taxes, build more wealth and gain more freedom!

I want a proactive tax advisor!

Virtual firm with offices in San Diego, CA and Chattanooga, TN
858-324-5542
[email protected]

✓  Individual wealth goals
✓  Legacy and estate planning
✓  Asset protection
✓  Self-Directed retirement
✓  Advanced tax strategies

How to become an advisory client

1. New Client Meet & Greet

Complete a quick questionnaire to identify your tax needs. An email will be sent to you to schedule a discovery call.

2. Comprehensive Consult

A 1-1.5 hour deep dive consultation with your personal tax advisor to create a comprehensive wealth and legacy-building roadmap. Your plan is customized and prepared for you with goals, strategies and identified vehicles to select for reaching those goals. Includes Mark Kohler-style Trifecta.

3. Advisory Relationship

Select your advisory TRACK. Meet with your personal tax advisor MONTHLY, QUARTERLY or TWICE A YEAR to collaborate, proactively tax plan and be guided through the implementation of your identified strategies identified.

Choose Your Level of Advisory

Since every client’s goals—and bandwidth—are different, we offer three distinct tracks or levels of advisory for you to pick from.

Strategist Track

Momentum Track

VIP Advisory Track

Advisory Track Comparison Chart

Feature	STRATEGIST	MOMENTUM	VIP
Meeting Frequency	Mid-Year & Year-End	Quarterly	Monthly
Tax Return Included	Pay at filing, billed separately	Option to prepay or pay at filing	Yes – Prepaid
Guided Implementation of Strategies	– Not included	✔ Limited - S Corp optimization packages billed separately	✔ Full white-glove support
Accountability on Action Items	– Not included	✔ Quarterly check-ins	✔ Monthly accountability
Financial Review	– Not included	✔ Quarterly	✔ Quarterly
Tax Estimate Calculations	✔ Twice a year	✔ Quarterly	✔ Quarterly
Payroll & Retirement Contribution Oversight	– Not included	✔ Yes	✔ Yes
POAs on File (IRS & State)	– Not included	✔ Yes with Quarterly account tracking	✔ Yes with ongoing account tracking
Compliance Reminders (state reports, tax due dates, payments)	– Not included	✔ Quarterly reminders	✔ Full monitoring
Bookkeeping	– Not included	Optional add-on	Optional add-on
Stock Equity / Complex Tax Events	✔ Discussed during Mid-Year & Year-End	✔ Guidance during quarterly sessions	✔ Year-round support
Ideal For	High-income individuals, executives, or retirees wanting clarity around tax decisions	Small business owners who want structured quarterly guidance	Clients who want high-touch, ongoing partnership with continuous implementation

Are you a good fit?

We want clients that want to work with us and match our area of expertise.

Our areas of expertise include:
Tax advisory and planning, small business, stock options and equity compensation, real estate rental and investment properties, military, high W2 earners, new business setup, and S Corporation optimization. While we service many states, we have some state-specific tax specialists on our team located in Arizona, California, Florida, Tennessee, and Texas.

Areas we do not provide services:
Tax resolution of past due tax bills, negotiation with the IRS or state for delinquent filed returns, non-profit tax returns, complex estate and trust tax returns, New York tax filings, farms and agriculture tax returns, entities owned by non-US residents and expat tax filings.

We are a fully virtual firm - we utilize a secure online client portal (TaxDome) and Zoom for client calls.

I want advisory services, let's get started!