Paying $50k+ in Taxes? See If You Qualify for Advanced Tax Planning

For high-income earners, business owners & 1099 professionals.

Most high earners overpay — not because they file wrong, but because no one's engineering their tax position.

This 60-second review checks if you're a fit for advanced tax planning.

You're likely a fit if any of the following is true:

  • You're household income is $200k+

  • You paid $50k+ in federal/state taxes last year

  • You’re a business owner/1099, have multiple entities, rentals, K-1s, or equity compensation

  • You’re open to legal restructuring and proactive planning

Not a fit right now? If you paid <$50k in tax and are mostly W-2, consider our

Starter Tax Review for practical, lower-lift savings.

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