Most high-income professionals overpay $20K–$50K+ in taxes every year without realizing it.
The problem isn’t income, it’s lack of proactive planning.
I help physicians, business owners, and real estate investors legally reduce their tax liability using strategies most CPAs never implement.
Recent results:
• $56,316+ tax savings for a physician
• $31,262 in back taxes resolved + refund secured
• Clients consistently saving $20K–$100K+ annually
Most accountants focus on filing.
I focus on strategy.
What I help with:
• Proactive tax planning (year-round)
• S-corp structuring & payroll optimization
• Real estate strategies (cost segregation, depreciation)
• CFO advisory & cash flow optimization
• Bookkeeping & payroll under one roof
You work directly with me — not passed to staff — and everything is backed by numbers, not assumptions.
PRICING:
Bookkeeping: Starts from $550/month depends on the amount of transactions & time required (we use QBO). Payroll will be at an additional charge.
S-Corp/C-Corp/Partnerships Tax Preparation: $2,000+ Depends on complexity & time.
Schedule C/Sole Proprietor Tax Preparation: Starts at $1,000+ Depends on complexity & time.
Personal tax return & Corporate together: $3,000+.
Tax Planning & Savings: Depends on the time, complexity, and value
IRS Representation: Retainer fee covering estimated hours of work, hourly rate afterward
Fractional CFO: Starts from $2,000/month depending on time and complexity
We are not a typical CPA firm as we work on a quality basis not quantity, our clients are well-taken care of directly by the CPA not the associates when it comes to year around tax-saving strategical advisory and open line of communication.
