The Tax Strategy Group
Proactive tax strategy for high-income earners and
business owners who are ready to
stop overpaying — and start planning.
Offered twice a year, by invitation, to a limited number of clients.
WHY IT IS LIMITED / BY INVITATION
Why Enrollment is Limited
Because every plan is built individually and demands real time and attention per client, we keep this group small by design. We reserve it for clients whose income and complexity profile is exactly where strategic planning delivers the most value.
Enrollment opens in summer and again in November, and spots are limited each time. Membership is offered by invitation — and many clients ask to be considered before a window opens.
WHAT IT IS
A Different Type of Relationship
Most tax professionals are reactive. They record what already happened and file it in April — by which point every opportunity to save is already gone.
The Tax Strategy Group works the opposite way. Twice a year, we open a small, selective group for clients ready to plan ahead. Together we build a customized strategy designed to legally reduce your tax burden before the year closes — not document it after. It’s the difference between filing your taxes and actually shaping what you owe.
WHAT’S INCLUDED – THE ASSESSMENT
What the Strategy Includes
Your strategy is built entirely around your financial picture — your income, your entities, your goals. Depending on your situation, it may draw on:
– Entity structure, formation, and restructuring considerations
– Depreciation planning and cost segregation analysis
– Income classification and structuring across entities
– Specialized credits, deductions, and strategic timing
Every tactic is personalized, with a single focus: keeping more of your income in your hands instead of the IRS’s.
THE PROCESS
How it Works
1. Information gathering — we review your prior returns, financials, and current-year picture.
2. Strategy creation — we build a customized plan tailored to your situation.
3. Savings analysis & summary report — we show you the opportunities we’ve identified.
4. Strategy review call — we walk you through the plan and your next steps.
From there, strategies take anywhere from 15 days to four months to fully implement — which is exactly why timing, and starting early, matters so much.
THE GUARANTEE
Our Confidence Guarantee
We stand behind this work. We’ll identify savings that exceed your fee, or your fee is fully refunded — subject to the terms of the engagement. Every strategy is built and reviewed by an Enrolled Agent with 20+ years of experience.
LED BY AN ENROLLED AGENT
An Enrolled Agent is the highest credential the IRS awards — with unlimited authority to represent taxpayers before the IRS. When you work with us, that expertise leads every strategy. This isn’t storefront tax prep. It’s specialized planning, done right.
Interested in a Spot?
Enrollment is limited and offered by invitation. If you’d like to be considered for the next group, let’s talk.