Schedule a Planning Session

Feeling Like You’re Paying Too Much in Taxes?

Most high-income earners leave thousands of dollars on the table every year simply because they don’t have a clear strategy to reduce their tax bill. Tax laws are complicated, but finding ways to save doesn’t have to be.

Quick, Practical Tax Strategies Tailored to You

In this 1-on-1 session, we’ll focus on identifying actionable strategies to reduce your taxes. In just one hour, we’ll:

• Evaluate your current situation and highlight missed opportunities.

• Provide clear, practical ideas to lower your tax bill—no fluff, just results.

• Give you a ballpark understanding of how much you could save.

Why Book This Strategy Session?

• Fast and Focused: No unnecessary details—just proven ways to reduce your tax bill.

• Tailored to You: Whether you’re a business owner, real estate investor, or high-income professional, these strategies are customized to your situation.

• Affordable: At $325, this session is an easy first step to saving more of your hard-earned money.

Just One Requirement

To make the most of your session, please send your tax-related questions or documents at least two business days in advance. This ensures our experts are fully prepared to deliver maximum value during your meeting.

What This Session Is Not

This is not full-blown tax planning with detailed projections. Instead, it’s a fast, effective way to uncover savings opportunities and start implementing them right away.  This session will get you 90% of the way there—enough to start saving money immediately. For most clients, full-blown tax planning is available for $1,500–$2,500 (some prices may be higher if your situation is more complex) if you want precise projections and an in-depth plan, but this session is perfect for those looking for quick wins.