Finally, a CPA who sees what the IRS sees.

Tax preparation looks backward — it reports what already happened and files the return. Tax planning looks forward — it changes what’s going to happen so you owe less when the return gets filed. Most CPAs only do the first one and call you in February. We do both, and the planning work is where six and seven-figure savings actually come from.

A regular CPA is a compliance officer — they make sure the return is correct and on time. A tax strategist designs the moves before the return exists: entity structure, income timing, retirement vehicles, depreciation, family payroll, state residency. I’m both — a licensed CPA and a strategist — so the plan and the filing live under one roof and nothing gets lost in translation between two firms.

Most clients invest between $5,000 and $25,000+ per year depending on entity count, complexity, and whether we’re handling planning, prep, and ongoing advisory. That sounds like a lot until you see the average client save 3x to 10x that number in the first 12 months. We’ll quote you a flat fee after a free 30-minute call — no hourly surprises, no bills for picking up the phone.

If your income is under $150K and your situation is a W-2 and a mortgage — probably not. If you’re earning $250K+, own a business, hold rentals, or have K-1s — almost certainly yes. Most software and seasonal preparers will get you compliant; they won’t tell you that an S-corp election, a cost segregation study, or a defined benefit plan would’ve cut your bill by $40K. We’ve seen returns where the prior preparer left $80K+ on the table in a single year.

No. We’re headquartered in Houston and serve clients in all 50 states. Everything runs through a secure client portal — encrypted document exchange, video calls, e-signatures. Whether you’re in River Oaks, Austin, or Manhattan, the engagement looks the same.

Three groups: business owners doing $250K to $10M in revenue, high-income professionals and executives earning $250K+, and high-net-worth families managing multi-entity or multi-generational wealth. If your tax bill is over $50K a year and nobody has shown you a written plan to reduce it, you’re exactly who we built this firm for. If you’re a W-2 employee with a simple return, we’re probably overkill — and we’ll tell you that on the call.

Yes — and not for the reason most people think. I spent years inside the IRS as a Revenue Agent; I know exactly which line items trigger an exam, which documentation auditors actually want to see, and which “aggressive” strategies fall apart under scrutiny. The result: our returns are built audit-ready from day one. If the IRS ever does come knocking, we represent you directly — no panic, no scrambling, no separate tax attorney bill.

Week 1 — free 30-minute discovery call to see if we’re a fit. Weeks 2-3 — we collect the last 2-3 years of returns, financials, and entity docs, then run a written Tax Diagnostic showing exactly where money is leaking. Weeks 4-8 — we deliver your Strategic Tax Plan with specific dollar-amount savings tied to each move. Weeks 9-12 — we implement: entity changes, retirement plan setup, accountable plans, quarterly estimates. By day 90 you’ll know your number for the year and exactly what to do about it.