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Tax Strategy That Pays for Itself. Often in the First Quarter.

We help business owners, high-income professionals, and real estate investors reduce taxes by $30K to $100K+ through proactive strategy: entity structuring, compensation and retirement plan design, cost segregation, and real estate. Built around your full picture, not just your return.

  • Tax Strategy Intensive

    5,000$
    Most clients identify five- to six-figure tax savings in year one, depending on income, entity structure, and holdings.
     
    • Customized tax reduction strategy, fully documented
    • Entity structure recommendations (LLC, S-corp, etc.)
    • S-corp election and reasonable compensation analysis
    • Retirement plan design (Solo 401(k), SEP, cash balance)
    • Augusta Rule / hire-your kids / accountable plan setup
    • Property & depreciation planning: cost seg and bonus depr.
    • Passive loss and material participation roadmap
    • Audit-ready documentation with IRS and case law references
    • Two weeks of follow-up email support

  • Full Tax Strategy Implementation

    7,500$
    Advanced tax optimization for business owners and investors with multiple entities, properties, or income streams. You know what you want; we execute it.
     
    • Everything in the Tax Strategy Intensive
    • Hands-on implementation of the full strategy
    • Support with entity formation and S-corp election filing
    • Payroll and reasonable compensation setup
    • Retirement plan coordination and funding schedule
    • Coordination with your attorney and cost seg engineer
    • Quarterly check-ins during implementation year
    • Unlimited email support through implementation
  • Most Popular

    Annual Advisory

    13,500$
    Option to pay quarterly. Year-round strategy for growing businesses and portfolios, so the plan keeps pace as your income and structure change.
    Valid for 12 months
    • Everything in Full Tax Strategy Implementation
    • Quarterly tax strategy sessions
    • Business tax preparation
    • Individual tax preparation
    • Quarterly estimated tax payments calculated
    • Ongoing entity, compensation, and retirement plan review
    • Ongoing cost seg and material participation planning
    • Unlimited email (48-hour response)

The Annual Advisory package includes support for one federal 1040 with up to one Schedule C, E, F, or K-1, and one business entity return (S-corp, partnership, or multi-member LLC). Personally owned rentals on Schedule E are included in the individual return. Additional schedules, passthrough interests, multiple entities, amended returns, bookkeeping, and historical cleanup are billed separately at our standard hourly rate. Cost segregation study coordination is included in planning packages; third-party engineering study fees are billed by the provider. Complex portfolios or advanced strategies may require custom scoping. We'll quote before starting work.

Testimonials

"I'm a physician with a Schedule C side business and rental properties, and for years no one had ever looked at all three together. My prior CPA filed returns; they didn't build strategy. Julius implemented a short-term rental strategy with cost segregation and bonus depreciation, helped set up a Solo 401(k) for my side business, and built a multi-year roadmap that actually integrates everything. The savings for the 2025 tax year were significant, but more importantly, I finally have a plan, not just a filing."

Dr. M. / Physician / Atlanta, GA

"I self-prepared my taxes for years and always thought I had it handled. But when my husband and I bought two short-term rentals in 2025, I quickly realized I was out of my depth. Julius walked us through everything. Material participation, the cost segregation process, which provider to use, and every deduction we could legitimately capture on Schedule E. He also implemented the Augusta Rule and a hire-your-kids strategy I didn't even know we qualified for. Best tax year we've ever had, by a wide margin."

Abby H. / Real Estate Investor / Montana

"I had my 2024 return prepared by another firm and ended up owing the IRS. Something felt off, so I had Julius take a second look. He found deductions my previous CPA completely missed on my fix-and-flip P&L. Enough to swing 2024 by more than $10K, from owing to a refund. Once Julius properly worked through the settlement statements, it turned out I'd been in a loss position on all three of my flips, not profitable like my old returns showed. He amended 2023 for another ~$13K swing in my favor, then filed my 2025 return and got me a $6K refund. If you're an active real estate operator, having a CPA who actually understands how your business works, not just how to fill out a return, is a completely different experience."

Pradeep N. / Real Estate Investor / Philadelphia, PA

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