Your trusted tax advisor
More than just your tax preparer. Offering 1:1 comprehensive tax planning consultations and ongoing advisory services.Â
Bring your Certified Tax Advisor into your inner circle and learn how you, like the wealthy, can save more on taxes, build more wealth and gain more freedom!
I would like a customized comprehensive tax plan!
Virtual firm with offices in San Diego, CA and Chattanooga, TNÂ
858-324-5542
[email protected]
âś“Â Â Individual wealth goals
âś“Â Â Legacy and Estate planning
âś“Â Â Asset protection
âś“Â Â Self-Directed Retirement
âś“Â Â Advanced Tax Strategies
Advisory Service Next Steps
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 consultation with your personal tax advisor to create your comprehensive wealth and legacy-building plan. Have a customized wealth-building and tax savings plan prepared for you with goals, strategies and identified vehicles to select for reaching those goals. Includes Mark Kohler-style Trifecta.
3. Advisory Relationship
Meet with your personal tax advisor monthly or quarterly to be guided through implementation of identified strategies identified in the comprehensive tax plan. Connect with our attorneys and preferred partners to complete your trifecta, protect your assets and build more wealth.
Choose Your Client Journey
Since every client’s goals—and bandwidth—are different, we offer three distinct tracks or client journeys for you to pick from.
Annual Essentials Track
Momentum Track
Business Builder Track
Are you a good fit?Â
We want clients that want to work with us and match our area of expertise.
Our areas of expertise include:Â
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 California, Arizona, and Tennessee.Â
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.
