I worked with Elevated Tax Strategies this year for tax filing, crypto accounting, and cleanup, and Joel and Ray were awesome from start to finish. They responded quickly, explained everything clearly (even sending voice memos, which I loved), and helped me feel confident that everything was handled correctly.
Find out if you're overpaying. Free 20-minute call.
Most people we talk to are paying more than they have to and have no idea. It usually isn't their fault. Nobody ever looked. In 20 minutes we'll tell you whether that's happening to you, and what it would take to fix it.
- 5.0 from 47 Google reviews
- Free, and nothing to pay on the call
- No deck, no pressure, no sales script
His expertise saved me over $100,000, an incredible result that I never imagined possible.
Held on Google Meet. Your confirmation email has the link.
Tell us where to reach you. We take it from there.
Pick your time on the very next screen. Nothing to prepare, nothing to upload, nothing to pay.
Why now: most moves that lower your 2026 tax have to happen before December 31. After that, we're just reporting what already happened.
You're all set.
We got it. Pick your time below, or sit tight and someone from our team will call you shortly.
We'll call from (210) 610-2727. Save the number so you know it's us.
Or grab a time right now
We call from (210) 610-2727. One call. If you'd rather we didn't, say so and we stop. We never sell or share your information.
What people say after they talk to us.
Every one of these is a real, verified Google review. Nothing here is written by us.
When I found myself facing an IRS audit, I was understandably anxious about the situation. However, Joel stepped in and provided exceptional guidance and support. His expertise saved me over $100,000, an incredible result that I never imagined possible.
Hands down, the very best accountant/business consultant that I've ever worked with. Their expertise saved me time and money. The services I've used them for: LLC creation, business bookkeeping, crypto bookkeeping, and managing my personal taxes.
Four things. That's all.
No deck. No hard close. Twenty minutes of questions so we can tell you the truth about your situation.
- 01
We ask about your situation
What you make. What you own. What's been going wrong. You talk, we listen.
- 02
We tell you where the problem is
Sometimes it's the tax side and nobody's been planning. Sometimes the books are the real problem and the tax bill is just the symptom. We tell you which one you've got.
- 03
We flag anything urgent
An open IRS notice. A missed deadline. Something with a clock on it. You hear about it on this call, not months from now.
- 04
We tell you what the work would be
If we can help, you'll know exactly what we'd do and what it costs before you spend a dollar. If we can't, we say so and point you somewhere better.
Who you'll be talking to
It's me. Not a call center.
I'm Ramon. I run these calls myself from San Antonio. You won't get a call center or a sales rep reading a script.
My only job in these 20 minutes is to figure out whether we can actually help you. If we can't, I'll tell you who can. That costs you nothing and it's still worth your time.
Ramon Liriano Jr. · Elevated Tax Strategies
The stuff people ask us first.
Is this really free?
Yes. The call costs nothing and there is nothing to buy on it. If you decide you want our help, that starts after the call, not on it.
What do I get out of 20 minutes?
A straight answer on whether you're leaving money on the table, and what it would take to fix it. This call is how we find that out. We are not going to hand you a tax plan in 20 minutes, and anyone who says they will is guessing.
Am I going to get a hard sales pitch?
No deck and no closing script. We ask questions, we tell you what we see, and you decide. If we are not the right fit, we say so and point you somewhere better.
What should I have ready?
Nothing. You do not need to pull documents or clean anything up first. Just show up and talk. If we need returns or transcripts later, we will tell you exactly which ones.
What if my books are a mess or I am behind on filing?
That is most of the people we talk to. Being behind is a cleanup project, not a disaster, and it is not a reason to skip the call. Bring it up and we will map the order to fix it.
Do I have to be a business owner?
No. We work with W-2 households, business owners, and real estate investors. Bring whatever mix you have.
What happens after the call?
If we can help, we tell you exactly what the work looks like and what it costs, and you decide in your own time. If we can't, you get pointed in a better direction. Either way nobody puts you into a chase sequence.
You'll know where you stand in 20 minutes.
That's the whole thing. No cost, no pitch, no obligation. The only way to find out what you're leaving on the table is to have someone look.
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