Tax Smart with Optimum™ is a proactive tax planning program designed to help high-income professionals, W-2 earners, business owners, real estate investors, and self-employed consultants legally reduce their tax liability. Instead of simply filing taxes at the end of the year, we analyze your income, deductions, business structure, retirement strategy, and real estate opportunities to create a personalized tax plan that can significantly reduce your future taxes.

Tax filing reports what already happened in the past year.
Tax planning focuses on what can happen going forward.

While tax filing ensures compliance, tax planning identifies legal strategies—such as income optimization, entity structuring, depreciation strategies, retirement maximization, and advanced deductions—to help you keep more of your money.

Our tax planning system is designed for:

• High-income W-2 earners (typically $150K+, Couples $200K+)

   

• Small business owners and freelancers

   

• Real estate investors

   

• Self-employed consultants and 1099 professionals

   

• Individuals with RSUs, bonuses, commissions, or multiple income streams

   

• Households with high combined income

   

If you fall into any of these categories, the Tax Smart program may significantly reduce your annual tax bill.

You’ll complete a short assessment that helps us understand your income situation, goals, business activity (if any), and potential tax opportunities.
No matter your current income level or profile, we will collect your information and provide next steps tailored to you—whether that means scheduling a Tax Strategy Session or accessing the free Tax Savings Guide.

Every prospect enters our education and support system, and you will always receive value regardless of where you start.

Once you finish the assessment:

• You’ll either be invited to schedule a Tax Strategy Session, or
  
  
• You’ll receive our Tax Savings Guide along with personalized recommendations you can begin applying immediately.
  
  

In both cases, you will receive structured guidance, insights, and follow-up support based on your responses.

We use performance-based, value-based pricing.

This means:

• We take a fixed percentage of the tax savings we uncover and help you implement.
  
  
• There is an initial deposit required to begin the planning process.
  
  
• This deposit is credited back toward your total fee after implementation.
  
  
• After implementation, you may subscribe to optional quarterly management services to maintain and monitor your tax strategy throughout the year.
  
  

This ensures our incentives are fully aligned with your results.

Tax savings vary widely depending on your AGI, income sources, business structure, real estate holdings, retirement planning opportunities, and which strategies you qualify for.
Many clients save anywhere from a few thousand dollars to tens of thousands annually—and some save significantly more.
We’ve had clients save over $200,000 through comprehensive tax planning and implementation.

Every situation is different, and your savings will depend on the strategies available to you.

Yes. All information you submit is encrypted, protected, and handled through secure, compliant systems. We never sell or share your information. Everything you provide is confidential and used only for evaluating your tax planning opportunities.