Advanced Tax Planning Strategies to Help Entrepreneurs and High-Net-Worth Families Build Wealth
There are some CPAs that look backward. Our tax strategists look forward.
TAXSCULPT™ is our premium-level tax planning program designed for entrepreneurs, real estate investors, high-income earners and individuals that want to stay ahead of tax surprises. We combine proactive strategy, personalized planning, and integrated execution — so you can stop losing money to unnecessary taxes and start sculpting the financial future you actually want.
Why TAXSCULPT™?
✔ Proactive, Year-Round Planning
Avoid April surprises with quarterly reviews and strategy implementation.
✔ High-Impact Tax Savings
Identify entity structures, retirement plans, income-shifting, and real estate strategies tailored to your situation.
✔ Tax + Investment Integration
No more finger-pointing or siloed advice. We handle both sides for total alignment.
✔ Audit-Ready Documentation
You get organized, defensible tax files — not risky deductions and red flags.
✔ Custom Playbooks
Each client receives a TAXSCULPT™ Playbook with personalized strategies, deadlines, and implementation tasks.
Who It’s For
Is TAXSCULPT™ Right For You?
This program is ideal for:
S-Corp and LLC business owners
Real estate investors
Consultants and 1099 earners
Families earning over $350K/year
Professionals facing AMT or large capital gains
Entrepreneurs ready to scale smarter, not just faster
Individuals and families who want to stay ahead of tax surprises
Why You Need It
What’s Included
What’s Inside the TAXSCULPT™ Program?
Deep-Dive Tax Diagnostic
Strategic Entity Review
Custom Tax Planning Blueprint
Quarterly Implementation Sessions
On-Call Tax Advisor Access
Coordination with Your Bookkeeper, Attorney, and Financial Planner (or use ours)
Ready to Start Building Wealth and Save Taxes?
Have a Question About Our Services?
Need more details?
The Basics - Core Tax Planning Services
Tax Return Review
We’ll analyze your latest tax return to identify missed opportunities, uncover risks, and establish a foundation for smarter tax decisions going forward.
Paycheck Withholding Analysis
Unsure if you're withholding enough—or too much—from your paycheck? We’ll help you adjust your W-4 to avoid surprises or overpayments.
Estimated Tax Payment Planning
If you’re self-employed or earning income outside of W-2 wages, we’ll create a schedule of estimated payments to help avoid penalties and cash flow issues.
Who Benefits Most
Our Core Tax Planning Services are ideal for individuals and families who want to stay ahead of tax surprises and make intentional, informed decisions throughout the year—not just at tax time.
Whether you’re a W-2 employee, dual-income household, early-career professional, or transitioning into retirement, these services help you:
Understand why you owed or received a refund
Fine-tune your paycheck withholdings
Plan for freelance or side income
Stay on top of estimated tax payments
Minimize penalties and improve cash flow
If you’ve ever asked “How can I stop owing so much at tax time?” or “Am I having the right amount withheld?”, this is where we start.
Strategic Tax Planning Options
Small Business & Self-Employed Tax Strategy
From S Corporation strategies to business deductions and owner’s compensation planning, we guide business owners in minimizing taxes while staying compliant.
Investment Income & Capital Gains Planning
Tax-efficient investing matters. We provide strategies like tax-loss harvesting, capital gain harvesting, and placement optimization across accounts.
Retirement Contributions & Roth Conversions
We evaluate whether Traditional or Roth accounts make the most sense for you—and advise on optimal timing for Roth conversions and tax-efficient withdrawals.
Education & Family Tax Planning
We help families take advantage of 529 plans, available education credits, and family-based tax strategies to reduce taxable income and prepare for future costs.
Real Estate & Rental Property Tax Planning
We offer guidance on rental property income, depreciation strategies, passive activity rules, and tax treatment when you buy or sell real estate.
Charitable Giving Optimization
We assist in structuring giving strategies such as donor-advised funds, appreciated asset donations, or qualified charitable distributions (QCDs) to maximize your impact and your deduction.
Stock Options, RSUs, and Equity Compensation
We help you navigate complex tax rules around equity compensation—whether you’re deciding when to exercise options or planning ahead for a vesting event.
Year-End Tax Strategy Session
Before December 31, we offer a focused planning session to assess your income, deductions, and potential strategies before the calendar year closes.
Who Benefits Most
Our Strategic Tax Planning Options are designed for individuals, families, and business owners with more complex financial lives who want to go beyond the basics and proactively reduce their lifetime tax burden.
This type of planning is ideal if you:
Have investment income, equity compensation, or capital gains
Own a business or earn self-employment income
Are approaching or navigating retirement
Give regularly to charity and want to give tax-efficiently
Expect large one-time income events or life changes
Want to coordinate your tax plan with your financial plan
If you’re looking for advanced strategies to align your tax picture with your wealth-building goals, this is where deeper, forward-looking planning comes into play.
Ready to Start Building Wealth and Save Taxes?
Life Event-Related Planning
Real Estate & Rental Property Tax Planning
We offer guidance on rental property income, depreciation strategies, passive activity rules, and tax treatment when you buy or sell real estate.
Multi-Year Tax Forecasting & Scenario Planning
We build forward-looking projections to help you make smart decisions now that will reduce your long-term tax liability across several years.
Tax Planning for Major Life Events
Whether you’re changing jobs, getting married, starting a business, or preparing for retirement—we’ll help you anticipate how it impacts your tax picture.
When Could You Need It?
Major life changes can have a big impact on your tax situation—and proactive planning can help you avoid costly surprises.
Our Life Event–Related Tax Planning is for individuals and families navigating important transitions, such as:
Getting married or divorced
Buying or selling a home
Welcoming a new child or adopting
Changing jobs or receiving a promotion
Starting a business or side hustle
Relocating to another state
Transitioning into retirement or taking Social Security
Inheriting assets or settling an estate
These moments often bring new opportunities and new risks. We help you understand how each change affects your tax picture—and how to make smart decisions that keep your overall financial plan on track.