Fully booked for Tax Year 2025. Reach out to join our waitlist.
Not your grandfather’s CPA firm
Unmatched expertise led by ex-Deloitte trusted by the next generation of wealth creators.
Crypto
Equity
Startups
Foreign assets
Who we serve
Specialized tax expertise
Built for the modern economy.
Crypto & digital assets
Trading, staking, DeFi, NFTs, offshore exchanges & wallets, and loss harvesting.
Tech professionals
Equity compensation, RSUs/ISOs/NSOs/ESPPs, and investment tax strategy.
Startups
Entity structuring, LLCs/S corps/C corps, QSBS, fundraising, and R&D tax credits.
Foreign assets
Overseas income, foreign investments, and immigration tax compliance.
Who we serve
Specialized tax expertise
Built for the modern economy.
Crypto & digital assets
Trading, staking, DeFi, NFTs, offshore exchanges & wallets, and loss harvesting.
Tech professionals
Equity compensation, RSUs/ISOs/NSOs/ESPPs, and investment tax strategy.
Startups
Entity structuring, LLCs/S corps/C corps, QSBS, fundraising, and R&D tax credits.
Foreign assets
Overseas income, foreign investments, and immigration tax compliance.
Who we serve
Specialized tax expertise
Built for the modern economy.
Crypto & digital assets
Trading, staking, DeFi, NFTs, offshore exchanges & wallets, and loss harvesting.
Tech professionals
Equity compensation, RSUs/ISOs/NSOs/ESPPs, and investment tax strategy.
Startups
Entity structuring, LLCs/S corps/C corps, QSBS, fundraising, and R&D tax credits.
Foreign assets
Overseas income, foreign investments, and immigration tax compliance.
Professionalism
Why choose us?
Absolute discipline. Absolute professionalism. Absolute results.
Unmatched expertise
We analyzed every word of the tax code, from the Revenue Act of 1913 to the One Big Beautiful Bill Act, to find all savings for you.
Confidentiality
You’re protected by CPA client privilege, shielding your communications and tax strategy from government disclosure.
Tier-1
service
Tier-1
service
Tier-1
service
You receive the same level of professionalism as Fortune 100 companies.
One-click refund
You get your money back, no hassle.
100% accuracy
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Tremendous ROI
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Tremendous ROI
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Tremendous ROI
Mission & values
We're on a mission…
… to democratize the strategies once exclusive to the ultra-rich, ensuring every hard-working American reclaims what’s rightfully theirs..
No surprises
Embrace clear confidence in every moment.
No excuses
Absolute accountability, no excuses given.
No shortcuts
Relentless precision, no corners cut ever.
No delays
Lightning-fast action keeps you ahead.
Mission & values
We're on a mission…
… to democratize the strategies once exclusive to the ultra-rich, ensuring every hard-working American reclaims what’s rightfully theirs..
No surprises
Embrace clear confidence in every moment.
No excuses
Absolute accountability, no excuses given.
No shortcuts
Relentless precision, no corners cut ever.
No delays
Lightning-fast action keeps you ahead.
Mission & values
We're on a mission…
… to democratize the strategies once exclusive to the ultra-rich, ensuring every hard-working American reclaims what’s rightfully theirs..
No surprises
Embrace clear confidence in every moment.
No excuses
Absolute accountability, no excuses given.
No shortcuts
Relentless precision, no corners cut ever.
No delays
Lightning-fast action keeps you ahead.
Resources & insights
Navigating complex tax policy
Crypto
September 10,2025
Crypto Tax in 2025: The End of Informality
Investors, founders, and professionals who act now will be prepared. Those who delay will face unnecessary risk.
Equity Comp
August 19, 2025
Strategy Beyond the Grant
RSUs, ISOs, and ESPPs remain powerful wealth drivers in tech.
OBBBA
July 27, 2025
Hidden OBBBA Provisions You Should Know
The One Big Beautiful Bill Act (OBBBA) set to impact millions of taxpayers in 2025 and beyond.
Cases
July 1, 2025
Commissioner of Internal Revenue v. Zuch
The limits of Tax Court jurisdiction under 26 U.S.C. §6330 were sharply defined.
IRS
June 16, 2025
IRS Audits: Precision, Strategy, and Control
In today’s enforcement environment, notices and audits are structured legal processes that demand discipline and strategy.
Cross border
June 7, 2025
Cross-Border Wealth and Immigration
Global mobility and foreign assets create opportunity, but also scrutiny.
Resources & insights
Navigating complex tax policy
Crypto
September 10,2025
Crypto Tax in 2025: The End of Informality
Investors, founders, and professionals who act now will be prepared. Those who delay will face unnecessary risk.
Equity comp
August 19, 2025
Strategy Beyond the Grant
RSUs, ISOs, and ESPPs remain powerful wealth drivers in tech.
OBBBA
July 27, 2025
Hidden OBBBA Provisions You Should Know
The One Big Beautiful Bill Act (OBBBA) set to impact millions of taxpayers in 2025 and beyond.
Cases
July 1, 2025
Commissioner of Internal Revenue v. Zuch
The limits of Tax Court jurisdiction under 26 U.S.C. §6330 were sharply defined.
IRS
June 16, 2025
IRS Audits: Precision, Strategy, and Control
In today’s enforcement environment, notices and audits are structured legal processes that demand discipline and strategy.
Cross border
June 7, 2025
Cross-Border Wealth and Immigration
Global mobility and foreign assets create opportunity, but also scrutiny.
Resources & insights
Navigating complex tax policy
Crypto
September 10,2025
Crypto Tax in 2025: The End of Informality
Investors, founders, and professionals who act now will be prepared. Those who delay will face unnecessary risk.
Equity comp
August 19, 2025
Strategy Beyond the Grant
RSUs, ISOs, and ESPPs remain powerful wealth drivers in tech.
OBBBA
July 27, 2025
Hidden OBBBA Provisions You Should Know
The One Big Beautiful Bill Act (OBBBA) set to impact millions of taxpayers in 2025 and beyond.
Cases
July 1, 2025
Commissioner of Internal Revenue v. Zuch
The limits of Tax Court jurisdiction under 26 U.S.C. §6330 were sharply defined.
IRS
June 16, 2025
IRS Audits: Precision, Strategy, and Control
In today’s enforcement environment, notices and audits are structured legal processes that demand discipline and strategy.
Cross border
June 7, 2025
Cross-Border Wealth and Immigration
Global mobility and foreign assets create opportunity, but also scrutiny.
FAQ
Frequently asked questions
Here are the top questions our clients ask before getting started.
Why can't I just ask ChatGPT?
AI hallucinates. Tax returns aren’t public training data, so AI error rates in tax are unusually high. AI guesses answers and can cause massive legal and financial mistakes. AI won’t protect confidentiality. You’re protected by CPA–client privilege, shielding your communications and strategy from government disclosure. AI won’t defend you. I will stand between you and the IRS. AI can’t be liable. I put my license, reputation, and fiduciary duty on the line to protect you.
Am I eligible for a refund?
General rule: clients may request a full refund up to 90 days after the payment due date. Refund policies may vary depending on the specific services provided. Please refer to the individual service agreement or contact our support team for detailed information on applicable refund terms.
Can you represent me before the IRS?
Yes. Our Premier IRS Shield covers every stage, from notice response, to audit defense, to appeals and Tax Court advocacy. You will not face the IRS alone.
Do you offer a tax refund or tax savings guarantee?
No. In compliance with IRS regulations (e.g., Treasury Department Circular 230), we cannot guarantee specific dollar-amount tax refunds or savings.
What if I realize lower savings than expected?
We employ all proven strategies to maximize your outcome, but results vary by individual circumstances.
Are additional consultations available beyond the plan?
Yes. You can book additional consultation sessions for a fee whenever you need extra guidance or deep dives.
Why can't I just ask ChatGPT?
AI hallucinates. Tax returns aren’t public training data, so AI error rates in tax are unusually high. AI guesses answers and can cause massive legal and financial mistakes. AI won’t protect confidentiality. You’re protected by CPA–client privilege, shielding your communications and strategy from government disclosure. AI won’t defend you. I will stand between you and the IRS. AI can’t be liable. I put my license, reputation, and fiduciary duty on the line to protect you.
Am I eligible for a refund?
General rule: clients may request a full refund up to 90 days after the payment due date. Refund policies may vary depending on the specific services provided. Please refer to the individual service agreement or contact our support team for detailed information on applicable refund terms.
Can you represent me before the IRS?
Yes. Our Premier IRS Shield covers every stage, from notice response, to audit defense, to appeals and Tax Court advocacy. You will not face the IRS alone.
Do you offer a tax refund or tax savings guarantee?
No. In compliance with IRS regulations (e.g., Treasury Department Circular 230), we cannot guarantee specific dollar-amount tax refunds or savings.
What if I realize lower savings than expected?
We employ all proven strategies to maximize your outcome, but results vary by individual circumstances.
Are additional consultations available beyond the plan?
Yes. You can book additional consultation sessions for a fee whenever you need extra guidance or deep dives.
Why can't I just ask ChatGPT?
AI hallucinates. Tax returns aren’t public training data, so AI error rates in tax are unusually high. AI guesses answers and can cause massive legal and financial mistakes. AI won’t protect confidentiality. You’re protected by CPA–client privilege, shielding your communications and strategy from government disclosure. AI won’t defend you. I will stand between you and the IRS. AI can’t be liable. I put my license, reputation, and fiduciary duty on the line to protect you.
Am I eligible for a refund?
General rule: clients may request a full refund up to 90 days after the payment due date. Refund policies may vary depending on the specific services provided. Please refer to the individual service agreement or contact our support team for detailed information on applicable refund terms.
Can you represent me before the IRS?
Yes. Our Premier IRS Shield covers every stage, from notice response, to audit defense, to appeals and Tax Court advocacy. You will not face the IRS alone.
Do you offer a tax refund or tax savings guarantee?
No. In compliance with IRS regulations (e.g., Treasury Department Circular 230), we cannot guarantee specific dollar-amount tax refunds or savings.
What if I realize lower savings than expected?
We employ all proven strategies to maximize your outcome, but results vary by individual circumstances.
Are additional consultations available beyond the plan?
Yes. You can book additional consultation sessions for a fee whenever you need extra guidance or deep dives.
Ready to take action?
Experience service at a level you’ve never seen before.
Ready to take action?
Experience service at a level you’ve never seen before.
Ready to take action?
Experience service at a level you’ve never seen before.
