Paying Taxes without A Strategy?
We show business owners and high-income earners how to implement sophisticated tax strategies that dramatically reduce their tax burden—saving $150K-$500K+ annually through strategies most CPAs don't offer.
Real Example:
A commercial property owner saved $412K in year-one taxes through cost segregation on a $3.2M building purchase. IRS-approved. Engineer-certified. Implementation: 8 weeks.
How We Actually Save You Hundreds of Thousands
No jargon. No fluff. Here's exactly how it works in plain English.
The Problem
You earn $1M. After federal (37%), state (13% in CA), and self-employment taxes, you take home barely half.
Your CPA has maxed out:
- •401(k) contributions ($66K limit)
- •Standard deductions (~$28K)
- •Business expense write-offs
Result: You're stuck paying $400K+ to the IRS.
The Solution
Instead of waiting decades for depreciation, you:
- 1.Perform a cost segregation study on your commercial or investment property
- 2.Identify building components that can be depreciated faster (5, 7, or 15 years vs. 39 years)
- 3.Accelerate depreciation deductions into the current tax year
- 4.Unlock immediate cash flow with bonus depreciation and catch-up provisions
- 5.Maximize tax savings without changing how you operate your property
Result: Significantly reduce taxable income and boost cash flow
The Numbers Breakdown
Your Actual Cost:
- • Advisory fees: $8K-$15K
- • Appraisal: $3K-$8K
- • Legal/filing: $2K-$5K
Your Net Benefit:
- • Tax savings: $220K
- • Less costs: -$25K
- • You keep: $195K+ extra
Is This Legal? (Yes. Here's Why)
Written into the IRS tax code – Section 170, 664, and others
Used by universities and foundations – These exact strategies fund major institutions
Your CPA reviews everything – Complete documentation package for their approval
Independent appraisers verify – No inflated valuations, fixed fees
The Catch:
You must actually donate to charity. This isn't a shell game—it's a legitimate tax incentive to encourage philanthropy. If you're not genuinely interested in charitable giving, this won't work.
Real Clients, Real Savings
These aren't hypothetical examples. These are actual clients who saved six figures in taxes.
SaaS Founder
8 weeks$4M exit
Problem
Facing $1.5M tax on equity sale
Solution
Charitable Remainder Trust + DAF
Impact
Funded STEM scholarships for 50 students
"I thought I'd explored every option. This saved my family three-quarters of a million dollars."
Cardiac Surgeon
6 weeks$3M annual
Problem
$1.2M federal tax liability
Solution
Strategic charitable giving + multi-year planning
Impact
Funded 2 mobile health clinics
"My CPA was skeptical. Then he reviewed the documentation and said 'why didn't we do this years ago?'"
Tech Couple (W-2)
4 weeks$1.1M combined
Problem
$500K tax from RSU vesting
Solution
Appreciated stock donation + timing optimization
Impact
Expanded coding bootcamps
"We assumed our options were limited as W-2 employees. We were wrong."
Names changed for privacy. Actual results documented and verified.
"If This Works, Why Isn't Everyone Doing It?"
Fair question. Here's the honest answer:
That's Where We Come In
We specialize in the coordination, documentation, and execution of these strategies. We work alongside your CPA (never replacing them) to make this happen for you.
Building Bridges from Tax Burden to Impact
Who This Works For
You need to meet specific criteria for these strategies to make sense.
Business Owners
Typical Profile:
- Annual business income: $1M+
- Entity type: S-Corp, LLC, Partnership
- Planning exit/sale in next 1-5 years
- Open to charitable giving
Typical Savings: $150K-$750K annually
High-Income W-2 Earners
Typical Profile:
- W-2 income: $500K+
- Stock options, RSUs, or equity comp
- Already maxing retirement accounts
- Effective tax rate: 40%+
Typical Savings: $80K-$300K annually
Investors & Asset Holders
Typical Profile:
- Significant appreciated assets (stock, real estate, crypto)
- Planning to sell within 12-24 months
- Capital gains exceeding $500K
- Accredited investor status
Typical Savings: $200K-$1M+ on sale
Professionals (Doctors, Lawyers, etc.)
Typical Profile:
- Practice income: $800K+
- Partners in profitable practices
- Considering practice sale
- Multiple income streams (K-1s, W-2)
Typical Savings: $120K-$500K annually
How We're Different
We're not your CPA, lawyer, or investment advisor. We're the specialist who coordinates everything.
Conservative & Documented
Every strategy backed by independent appraisals, IRS code citations, and complete paper trails. We build audit-proof cases, not aggressive schemes.
Your CPA Stays in Charge
We never replace your CPA. We design the strategy, coordinate the execution, then hand them a complete filing package. They review, sign, and file with confidence.
Fixed Fees, Transparent Costs
No percentage of savings. No hidden charges. We quote upfront, including all appraisals and third-party costs. Most clients save 10-20x our fees in year one.
Stop Overpaying. Start Giving.
Transform your tax obligation into charitable impact—and keep hundreds of thousands more.
Ready to Cut Your Tax Bill in Half?
Take our 2-minute confidential assessment to see how much you could save—and whether you qualify for these strategies.