We tell you what your accountant doesn't
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WHAT WE DO
We give you a real tax strategy layer on top of your existing accountant.
We're not a replacement for your CPA. We're a model that sits above your books and income and shows you what's actually possible under the code—before anyone files anything.
- •We pull your numbers into a clean, structured view of income, entities, and deductions.
- •We identify where you're most exposed to ordinary income.
- •We highlight where oil & gas, real estate, and farmland strategies could realistically apply.
WHY THIS EXISTS
Most high earners overpay because no one shows them the options.
If you're in the $300k–$700k range, you're doing well—but you're also in the most heavily taxed part of the curve. Accountants are built for compliance, not exploration. They rarely have the time or tools to walk you through the scenarios that actually move the numbers.
- •Your CPA's priority is filing a clean, accurate return on time.
- •The tax code's incentives in oil & gas, real estate, and farmland are complicated and scattered.
- •You're left with vague advice instead of concrete, modeled choices.
WHAT YOU GET
A clear, modeled plan you can take straight to your accountant.
The output isn't a mystery dashboard—it's a small set of scenarios you can understand, compare, and discuss with your CPA.
- •A cleaned-up view of your books and how your income is actually taxed today.
- •Modeled strategies showing estimated impact on taxable income, cash flow, and risk over 1–5 years.
- •A concise, CPA-ready summary that explains what you want to explore and why.