You earn more every year. You keep about the same.
Your tax return reports what happened. Nobody is planning what happens next. Your CPA, your adviser and your attorney rarely talk to each other, and the strategies that fit your situation never get put in order.
Does this sound familiar?
Your real estate losses do nothing for you
You own property, it shows a loss on paper, and none of it touches your W-2 or business income.
Your business grew, and so did the tax
More profit meant more self-employment tax, and nobody changed your structure to match.
Your stock pay surprised you
RSUs vested, withholding was too low, and April brought a bill you didn't plan for.
December keeps sneaking up
Many moves stop counting on December 31. Every year, the planning conversation happens in March instead.
What we look at with you
We read your last returns forward, as a plan. Every strategy that applies to you is named and put in order, and we tell you plainly which ones don't fit.
How it works
30-minute strategy session
Free. We learn what you earn, what you own and what's bothering you. If there isn't enough to justify an engagement, we'll say so.
The assessment, $5,000
Your last two or three returns read forward, your entities and holdings reviewed, every applicable strategy named and sequenced. Billed on its own, separate from any engagement that follows. The analysis is yours to keep either way.
Your annual plan
If it makes sense, we run tax, accounting and finance as one team for the year. For many clients it stops at step two, and that's a finished engagement.
If it doesn't identify at least $10,000 in estimated tax benefit, twice the fee, we refund the $5,000.*
Who it's for
Business owners, investors, practice owners and executives earning $300K and up, whose financial life got more complicated while their tax help stayed the same.
The founders
Leads the advisory work and is accountable for every client plan. Trained as a computer engineer at the Manipal Institute of Technology before moving into financial strategy, which is where the systematic approach comes from. Licensed financial professional, and the person who designs the retirement and protection side of a client plan.
Sets platform direction and leads capital. Founding team member at Array Networks, from startup through IPO. Later founding CEO of Mentor Global and co-founder of Copperwire, and sits on the board of an acquisition company listed on the TSX Venture market.
Runs integration for every practice that joins. Spent a decade at H&R Block, most of it as a regional director across seven western states, and later helped scale a firm that recovered more than $6B in tax credits for small businesses.
Handles the capital side and the structure of every deal. Advises Partners Group on private equity diligence and acquisitions, and buys and rebuilds service businesses as an operating partner. Previously chief customer officer at MetricStream after a career in enterprise go-to-market.
Builds the firm network and is usually the first person an owner talks to. Fourteen years recovering telecom taxes and fees for large companies, on a career built around channel partnerships. Based in Illinois.
Questions
Is the 30-minute session really free?
Yes. If we don't see enough to justify an engagement, we'll tell you on the call.
Do I have to replace my CPA?
No. Many clients keep their preparer. We plan, coordinate and hand over a clear set of moves.
What does the assessment cost?
$5,000, quoted in writing before work starts. Billed on its own, separate from any engagement that follows. The analysis is yours to keep either way.
What if the assessment doesn't find much?
If it doesn't identify at least $10,000 in estimated tax benefit, twice the fee, we refund the $5,000.*
Is it too late for this year?
Some moves have to happen by December 31. The sooner we talk, the more of them are still available.