Tax Planning

“We believe taxes are the number one obstacle to building wealth. We overcome that obstacle.”

— Moog Kim, Founder

TAX CONSULTING

Will you create tax-free growth or trim your tax bill? Make the most efficient decisions about your tax liability. Our guiding principle is straightforward: a solid financial footing rests on the pillars of wealth optimization and tax planning.

For those in the top tax brackets, you’ll gain access to advanced tax strategies which have been peer-reviewed by hundreds of CPAs in order to significantly reduce your tax liability.

 FAQs

  • We have tax strategies for many, including solopreneurs (1099 workers), those needing retirement plans, those experiencing capital gains, those with investment properties, business owners, and more.

    Our biggest impact for tax savings goes to those making $250,000+ (filing individually) or $450,000+ (combined, if married filing jointly) in this particular area.

  • We actually encourage you to keep your CPA and we work hand in hand with your team to help your CPA implement our strategies. If you don't like your current CPA, we can help match you with one in our network.

  • Of course. The government actually incentivizes citizens to use these tax strategies to promote things they want to encourage.

    To ensure these techniques are compliant with IRS regulations, we have a network of hundreds of CPAs who peer review these cutting edge strategies.

  • Our tax clients usually meet with us quarterly to help plan and prepare all year long. Tax season is often too late for many of the best strategies.

  • For our high income earning clients, we can help them save six figures or more in taxes. For a middle-class solopreneur, we can often give you advice on how to save 10%+. All situations and clients are different, however, so there's no guaranteed return. Due to this, we don't take on a tax client unless we know we can save them multiples of what they've paid for the service.

  • Absolutely! We provide full service financial planning and investment advice (both traditional and alternative), along with access to estate planning, college planning, and more, for a holistic approach to your finances.