2 free consultation spots left this month

I saved $300 millions for Fortune 100 clients at Deloitte. Now I do this for you.

We only do one thing: legally reducing your taxes.

Book a consultation

10 free consultation spots per month. Additional consultations are $250/session.

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Close-up of a dark green leaf showing its textured surface and central vein against a muted background.
Close-up of a dark green leaf showing its textured surface and central vein against a muted background.
Close-up of a tree stump showing growth rings and a textured brown wood surface.
Close-up of a tree stump showing growth rings and a textured brown wood surface.
Close-up of a tree stump showing growth rings and a textured brown wood surface.
A smiling young man with crossed arms, wearing a plaid shirt and white t-shirt, poses against a dark background.
A smiling young man with crossed arms, wearing a plaid shirt and white t-shirt, poses against a dark background.
A smiling young man with crossed arms, wearing a plaid shirt and white t-shirt, poses against a dark background.

Managing Partner

Managing Partner

Austin Yin
Austin Yin
CPA, PMP, MPAc
CPA, PMP, MPAc

Member of the American Institute of Certified Public Accountants (AICPA)

American Institute of Certified Public Accountants (AICPA)

American Bar Association (ABA)

Member of the American Bar Association (ABA)

Meet the expert

Meet the expert

▸ Former leader at Deloitte across the U.S. and Canada, advising Fortune 100 clients on complex issues

▸ Former leader at Deloitte, advising Fortune 100 clients on complex issues

▸ Promoted to management in just 3.5 years — among the fastest in Deloitte’s history

▸ Licensed CPA with unlimited representation rights before the IRS in all 50 states

▸ Licensed Project Management Professional (PMP)

▸ Master of Professional Accountancy, University of California, Davis

▸ Board of a nonprofit focused on empowering the next generation of young Americans

▸ Board of a nonprofit focused on empowering young Americans

▸ Former leader at Deloitte, advising Fortune 100 clients on complex issues

▸ Promoted to management in just 3.5 years — among the fastest in Deloitte’s history

▸ Licensed CPA with unlimited representation rights before the IRS in all 50 states

▸ Licensed Project Management Professional (PMP)

▸ Master of Professional Accountancy, University of California, Davis

▸ Board of a nonprofit focused on empowering young Americans

Equity compensation

AMT planning

Stock options

Foreign income

Cross-border

FBAR

FATCA

Startup

Influencer taxes

E-commerce

Rental properties

Cryptocurrencies

Stablecoins

Private credit

…

We only do one thing: legally reducing your taxes.

We only do one thing: legally reducing your taxes.

Start now

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.

Benefits

Why choose us?

You don’t need to, but when you do, you can’t settle for anything less than elite service.

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.

A hand holding a black pen, poised to write or draw on a surface.
A hand holding a black pen, poised to write or draw on a surface.
A hand holding a black pen, poised to write or draw on a surface.

Confidentiality

You’re protected by CPA client privilege, shielding your communications and tax strategy from government disclosure.

Tier-1

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A young woman with long hair smiles while standing against a green backdrop, wearing a casual dark sweater.
A smiling person with curly hair sits at a desk, looking at a laptop against a dark background.

service

Tier-1

Smiling young woman with curly hair sitting at a laptop, in front of a teal wall.
A young woman with long hair smiles while standing against a green backdrop, wearing a casual dark sweater.
A smiling person with curly hair sits at a desk, looking at a laptop against a dark background.

service

Tier-1

Smiling young woman with curly hair sitting at a laptop, in front of a teal wall.
A young woman with long hair smiles while standing against a green backdrop, wearing a casual dark sweater.
A smiling person with curly hair sits at a desk, looking at a laptop against a dark background.

service

You receive the same level of professionalism as Fortune 100 companies.

One-click refund

Not satisfied? You get your money back, no hassle.

100 % accuracy

A shiny silver trophy on a black base, symbolizing achievement and victory.
A shiny silver trophy on a black base, symbolizing achievement and victory.

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0%+

Tremendous ROI

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Tremendous ROI

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Tremendous ROI

Tax strategy + filing package

Tax Reduction Plans

Choose a plan or design your own.

White Collar

Income sources

W-2 income

Stocks / dividends / interests / REITs

RSUs / ESPP / stock options

One rental property

Freelance / contract income

Overseas income / assets

LLCs / S-Corps / partnerships

Cryptocurrencies

VC distributions

Trust distributions

Inheritance or gifts

Alimony

Legal settlement

Major life events

Buying / selling a home

Having a baby

Getting married / divorced

Hospitalization / medical expenses

Donations

Natural disasters

International money transfers

Living in more than one state

Giving / receiving a large gift

Tuition / student loans

Retirement

Family bereavement

Business acquisition / sale

Deliverables

Signature tax reduction plan report

Full tax preparation and filing

Full IRS representation (e.g. audit)

One private initial review session

One tax strategy walkthrough

Concierge client service with 24-hour responses

Additional on-demand consultation sessions

Quarterly estimated taxes and strategy updates

Family CPA concierge: DM your CPA year-round for rapid tax counsel

Price: $980*

$5,000-$10,000 average 1st year tax savings

Start now

Customize

Gold Collar

Income sources

W-2 income

Stocks / dividends / interests / REITs

RSUs / ESPP / stock options

One rental property

Freelance / contract income

Overseas income / assets

LLCs / S-Corps / partnerships

Cryptocurrencies

VC distributions

Trust distributions

Inheritance or gifts

Alimony

Legal settlement

Major life events

Buying / selling a home

Having a baby

Getting married / divorced

Hospitalization / medical expenses

Donations

Natural disasters

International money transfers

Living in more than one state

Giving / receiving a large gift

Tuition / student loans

Retirement

Family bereavement

Business acquisition / sale

Deliverables

Signature tax reduction plan report

Full tax preparation and filing

Full IRS representation (e.g. audit)

One private initial review session

One tax strategy walkthrough

Concierge client service with 24-hour responses

Two additional on-demand consultation sessions

Quarterly estimated taxes and strategy updates

Family CPA concierge: DM your CPA year-round for rapid tax counsel

Price: $4,610*

$10,000-$25,000 average 1st year tax savings

Start now

Customize

Executive

Income sources

W-2 income

Stocks / dividends / interests / REITs

RSUs / ESPP / stock options

Multiple rental properties

Freelance / contract income

Overseas income / assets

LLCs / S-Corps / partnerships

Cryptocurrencies

VC distributions

Trust distributions

Inheritance or gifts

Alimony

Legal settlement

Major life events

Buying / selling a home

Having a baby

Getting married / divorced

Hospitalization / medical expenses

Donations

Natural disasters

International money transfers

Living in more than one state

Giving / receiving a large gift

Tuition / student loans

Retirement

Family bereavement

Business acquisition / sale

Deliverables

Signature tax reduction plan report

Full tax preparation and filing

Full IRS representation (e.g. audit)

One private initial review session

One tax strategy walkthrough

Concierge client service with 24-hour responses

Monthly on-demand consultation sessions

Quarterly estimated taxes and strategy updates

Family CPA concierge: DM your CPA year-round for rapid tax counsel

Price: $1,254/mo*

($15,050/yr)

$25,000-$50,000 average 1st year tax savings

Start now

Customize

*Pricing may vary with complexity.

Want to design your own plan?

Want to design your own plan?

We offer you an unparalleled chance to design your own plan and receive your custom pricing estimate instantly.

We offer you an unparalleled chance to design your own plan and receive your custom pricing estimate instantly.

Customize

Smiling young woman with long hair standing against a dark green background, holding a finger to her chin.
Smiling young woman with long hair standing against a dark green background, holding a finger to her chin.
Close-up of a dark green leaf showing its textured surface and central vein against a muted background.
Smiling young woman with long hair standing against a dark green background, holding a finger to her chin.
Close-up of a dark green leaf showing its textured surface and central vein against a muted background.
Smiling young woman with long hair standing against a dark green background, holding a finger to her chin.
Close-up of a dark green leaf showing its textured surface and central vein against a muted background.
Smiling young woman with long hair standing against a dark green background, holding a finger to her chin.
Smiling young woman with long hair standing against a dark green background, holding a finger to her chin.
Smiling young woman with long hair standing against a dark green background, holding a finger to her chin.
Smiling young woman with long hair standing against a dark green background, holding a finger to her chin.
Smiling young woman with long hair standing against a dark green background, holding a finger to her chin.
Smiling young woman with long hair standing against a dark green background, holding a finger to her chin.
Smiling young woman with long hair standing against a dark green background, holding a finger to her chin.
Close-up of a dark green leaf showing its textured surface and central vein against a muted background.
Smiling young woman with long hair standing against a dark green background, holding a finger to her chin.

Resources & insights

Navigating complex tax policy

Contact us

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Tax laws

July 27, 2024

Hidden OBBBA Provisions You Should Know

The One Big Beautiful Bill Act (OBBBA) set to impact millions of taxpayers in 2025 and beyond.

Close-up of lush, dark green leaves, some glossy and wet, against a muted background.

Tax laws

July 1, 2024

Commissioner of Internal Revenue v. Zuch

The limits of Tax Court jurisdiction under 26 U.S.C. §6330 were sharply defined.

Close-up of lush, dark green leaves, some glossy and wet, against a muted background.

Tax laws

April 16, 2024

Moore v. United States

Close-up of lush, dark green leaves, some glossy and wet, against a muted background.

Tax laws

July 8, 2024

Tax Moves Shaping the Private Credit Boom

Close-up of lush, dark green leaves, some glossy and wet, against a muted background.

Tax laws

July 7, 2024

Updates Impacting Tech Employee Income

Resources & insights

Navigating complex tax policy

Contact us

Close-up of lush, dark green leaves, some glossy and wet, against a muted background.

Tax laws

July 27, 2024

Hidden OBBBA Provisions You Should Know

The One Big Beautiful Bill Act (OBBBA) set to impact millions of taxpayers in 2025 and beyond.

Close-up of lush, dark green leaves, some glossy and wet, against a muted background.

Tax laws

July 1, 2024

Commissioner of Internal Revenue v. Zuch

The limits of Tax Court jurisdiction under 26 U.S.C. §6330 were sharply defined.

Close-up of lush, dark green leaves, some glossy and wet, against a muted background.

Tax laws

April 16, 2024

Moore v. United States

Close-up of lush, dark green leaves, some glossy and wet, against a muted background.

Tax laws

July 8, 2024

Tax Moves Shaping the Private Credit Boom

Close-up of lush, dark green leaves, some glossy and wet, against a muted background.

Tax laws

July 7, 2024

Updates Impacting Tech Employee Income

Resources & insights

Navigating complex tax policy

Contact us

Close-up of lush, dark green leaves, some glossy and wet, against a muted background.

Tax laws

July 27, 2024

Hidden OBBBA Provisions You Should Know

The One Big Beautiful Bill Act (OBBBA) set to impact millions of taxpayers in 2025 and beyond.

Close-up of lush, dark green leaves, some glossy and wet, against a muted background.

Tax laws

July 1, 2024

Commissioner of Internal Revenue v. Zuch

The limits of Tax Court jurisdiction under 26 U.S.C. §6330 were sharply defined.

Close-up of lush, dark green leaves, some glossy and wet, against a muted background.

Tax laws

April 16, 2024

Moore v. United States

Close-up of lush, dark green leaves, some glossy and wet, against a muted background.

Tax laws

July 8, 2024

Tax Moves Shaping the Private Credit Boom

Close-up of lush, dark green leaves, some glossy and wet, against a muted background.

Tax laws

July 7, 2024

Updates Impacting Tech Employee Income

FAQ

Frequently asked questions

Here are the top questions our clients ask before getting started.

Can I customize my service, and how is it priced?

You can get an instant estimate by using our Customize Your Plan tool—just select the services, income sources, and life-event items you need to see your personalized quote. Please note that this figure is a preliminary estimate; the final fee will be based on the actual complexity of your return and will be confirmed in the formal engagement letter.

How long does each plan take?

White Collar Plan: 2–4 weeks. Gold Collar Plan: 4–6 weeks. Executive Plan: year-round, ongoing support.

Am I eligible for a refund?

Yes. Any client may request a full refund up to 90 days after the payment due date.

Do you offer a refund or tax-savings guarantee?

No. In compliance with IRS regulations (e.g., Treasury Department Circular 230), we cannot guarantee specific dollar-amount savings.

What if I realize lower savings than expected?

We employ all proven strategies to maximize your outcome, but results vary by individual circumstances. If you’re not satisfied, simply request a refund within 30 days, and we’ll process it promptly.

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.

Can I customize my service, and how is it priced?

You can get an instant estimate by using our Customize Your Plan tool—just select the services, income sources, and life-event items you need to see your personalized quote. Please note that this figure is a preliminary estimate; the final fee will be based on the actual complexity of your return and will be confirmed in the formal engagement letter.

How long does each plan take?

White Collar Plan: 2–4 weeks. Gold Collar Plan: 4–6 weeks. Executive Plan: year-round, ongoing support.

Am I eligible for a refund?

Yes. Any client may request a full refund up to 90 days after the payment due date.

Do you offer a refund or tax-savings guarantee?

No. In compliance with IRS regulations (e.g., Treasury Department Circular 230), we cannot guarantee specific dollar-amount savings.

What if I realize lower savings than expected?

We employ all proven strategies to maximize your outcome, but results vary by individual circumstances. If you’re not satisfied, simply request a refund within 30 days, and we’ll process it promptly.

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.

Can I customize my service, and how is it priced?

You can get an instant estimate by using our Customize Your Plan tool—just select the services, income sources, and life-event items you need to see your personalized quote. Please note that this figure is a preliminary estimate; the final fee will be based on the actual complexity of your return and will be confirmed in the formal engagement letter.

How long does each plan take?

White Collar Plan: 2–4 weeks. Gold Collar Plan: 4–6 weeks. Executive Plan: year-round, ongoing support.

Am I eligible for a refund?

Yes. Any client may request a full refund up to 90 days after the payment due date.

Do you offer a refund or tax-savings guarantee?

No. In compliance with IRS regulations (e.g., Treasury Department Circular 230), we cannot guarantee specific dollar-amount savings.

What if I realize lower savings than expected?

We employ all proven strategies to maximize your outcome, but results vary by individual circumstances. If you’re not satisfied, simply request a refund within 30 days, and we’ll process it promptly.

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?

Book a consultation to ask any tax questions. 10 free sessions per month. Additional consultations are $250/session.

Book a consultation

Close-up of a dark green leaf showing its textured surface and central vein against a muted background.
Smiling young woman with long hair standing against a dark green background, holding a finger to her chin.
Close-up of a dark green leaf showing its textured surface and central vein against a muted background.
A smiling woman with her arms crossed, standing against a dark green background. She has long, dark hair.
Close-up of a dark green leaf showing its textured surface and central vein against a muted background.
Smiling young man with short hair poses against a dark background, wearing a green button-up shirt.
Close-up of a tree stump showing growth rings and a textured brown wood surface.
A smiling young man with crossed arms, wearing a plaid shirt and white t-shirt, poses against a dark background.
Close-up of a tree stump showing growth rings and a textured brown wood surface.

Ready to take action?

Book a consultation to ask any tax questions. 10 free sessions per month. Additional consultations are $250/session.

Book a consultation

Close-up of a dark green leaf showing its textured surface and central vein against a muted background.
Smiling young woman with long hair standing against a dark green background, holding a finger to her chin.
Close-up of a dark green leaf showing its textured surface and central vein against a muted background.
A smiling woman with her arms crossed, standing against a dark green background. She has long, dark hair.
Close-up of a dark green leaf showing its textured surface and central vein against a muted background.
Smiling young man with short hair poses against a dark background, wearing a green button-up shirt.
Close-up of a tree stump showing growth rings and a textured brown wood surface.
A smiling young man with crossed arms, wearing a plaid shirt and white t-shirt, poses against a dark background.
Close-up of a tree stump showing growth rings and a textured brown wood surface.

Ready to take action?

Book a consultation to ask any tax questions. 10 free sessions per month. Additional consultations are $250/session.

Book a consultation

Close-up of a dark green leaf showing its textured surface and central vein against a muted background.
Smiling young woman with long hair standing against a dark green background, holding a finger to her chin.
Close-up of a dark green leaf showing its textured surface and central vein against a muted background.
A smiling woman with her arms crossed, standing against a dark green background. She has long, dark hair.
Close-up of a dark green leaf showing its textured surface and central vein against a muted background.
Smiling young man with short hair poses against a dark background, wearing a green button-up shirt.
Close-up of a tree stump showing growth rings and a textured brown wood surface.
A smiling young man with crossed arms, wearing a plaid shirt and white t-shirt, poses against a dark background.
Close-up of a tree stump showing growth rings and a textured brown wood surface.