Paying 6+ Figures in Taxes?

​You’ve Outgrown
Basic Tax Planning

Paying 6+ Figures in Taxes?
​You’ve Outgrown Basic Tax Planning

We guarantee that our advanced planning will identify six
​​figures or more in tax saving opportunities in year one...

The New Standard in Tax Strategy

Advanced Planning, Tailored to High-Income Earners

  • Custom investment-based tax mitigation
  • Strategic use of real estate, depreciation, and cost segregation
  • Coordination with legal and wealth teams
  • Proactive CPA access year-round

We guarantee that our advanced planning will identify six
​​figures or more in tax saving opportunities in year one...

The New Standard in Tax Strategy

Advanced Planning, Tailored to High-Income Earners

  • Custom investment-based tax mitigation
  • Strategic use of real estate, depreciation, and cost segregation
  • Coordination with legal and wealth teams
  • Proactive CPA access year-round

By Numbers: Our Tax Planning Results

The Problem

Are You Overpaying in Taxes Because of a Reactive CPA?
​Most high-income earners pay more in taxes than they should—not because of the IRS, but because their CPA only files taxes instead of planning them.

  • Your CPA isn’t talking to you until tax season
  • You don’t have a real strategy to lower your taxes
  • You’re missing out on deductions and credits
  • You’re paying 6-7 figures more than you need to in taxes

The Solution

Proactive Tax Planning That Puts Money Back in Your Pocket.
At Taylor Proactive Team, we don’t just prepare your taxes—we engineer your tax strategy so you keep more of what you earn, legally and ethically.

  • Ongoing tax strategy and planning, not just tax prep
  • Custom plans based on your income and investments
  • Regular check-ins to adjust your tax strategy and plan
  • Advanced strategies the ultra-wealthy already use

The Problem

Are You Overpaying in Taxes Because of a Reactive CPA?
​Most high-income earners pay more in taxes than they should—not because of the IRS, but because their CPA only files taxes instead of planning them.

  • Your CPA isn’t talking to you until tax season
  • You don’t have a real strategy to lower your taxes
  • You’re missing out on deductions and credits
  • You’re paying 6-7 figures more than you need to in taxes

The Solution

Proactive Tax Planning That Puts Money Back in Your Pocket.
At Taylor Proactive Team, we don’t just prepare your taxes—we engineer your tax strategy so you keep more of what you earn, legally and ethically.

  • Ongoing tax strategy and planning, not just tax prep
  • Custom plans based on your income and investments
  • Regular check-ins to adjust your tax strategy and plan
  • Advanced strategies the ultra-wealthy already use

If You’re Paying 6+ Figures in Taxes, It’s Time for a Second Opinion.

If You’re Paying 6+ Figures in Taxes, It’s Time for a Second Opinion.

Speak with a member of our team to see if advanced tax planning is the right fit for you.

​​During this short call, we’ll learn more about your income or business and investments to determine if you qualify for the proactive strategies we offer to high-income earners. If there’s a fit, we’ll schedule a follow-up with one of our senior tax advisors to walk you through the exact steps to reduce your tax burden and unlock long-term savings.

Book a Call

Speak with a member of our team to see if advanced tax planning is the right fit for you.

​​During this short call, we’ll learn more about your income or business and investments to determine if you qualify for the proactive strategies we offer to high-income earners. If there’s a fit, we’ll schedule a follow-up with one of our senior tax advisors to walk you through the exact steps to reduce your tax burden and unlock long-term savings.

Book a Call

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