Different situations. Different playbooks. One firm.
A physician's tax strategy is not a real estate investor's. A marketing agency's bookkeeping cadence isn't a church's. A SaaS founder's exit plan isn't a trucking owner-operator's. The work we do for you depends on what you actually do. Find your situation below, each link routes to the moves we'd run for someone in your shoes.
What you do for a living. How it shapes the strategy.
Physician
$25K–$60K / yrW-2 hospital + 1099 moonlighting + locums + private practice. Reasonable comp, retirement stacking, multi-state, RE as counter-balance.
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Real Estate Investor
$15K–$80K / yrRentals, STR, BRRRR, syndications, REPS. Cost seg + 1031 + REPS + STR loophole stacked correctly. The biggest tax savings live here.
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1099 Contractor
$8K–$20K / yrSolo consultants, gig workers, freelancers, side-hustlers gone full-time. First-year 1099 estimates + S-corp threshold conversation.
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Church + 501(c)(3)
$8K–$30K saved + risk avoidedMinister housing allowance, Form 990, UBI on rental income, fund accounting, clergy payroll, giving statements. The lane other firms won't touch.
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Marketing Agency
$12K–$30K / yrProject revenue lumpiness, ad-spend pass-through, multi-state clients, large 1099 contractor pools, partner draws. Agency-specific tax + books.
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Construction Company
$10K–$30K / yrTrades, sub-contractors, GCs. Vehicle deductions, equipment depreciation, accountable plans, S-corp structure for owner-operators.
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Landscaping Company
$8K–$25K / yrSeasonal cash flow, equipment depreciation, sub-contractors vs. employees, accountable plan for trucks + tools.
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Dentist / Dental Practice
$25K–$70K / yrPractice owners with often a real estate angle (clinic building). S-corp comp, equipment depreciation, retirement stacking. High-LTV segment.
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Trucking / Owner-Operator
$6K–$22K / yrPer-diem deductions, mileage logs, fuel tax credits, equipment depreciation. Texas has more owner-operators than anywhere; we know the segment.
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Real Estate Agent
$8K–$20K / yr1099 commission income, broker splits, equity comp on flips. Distinct from RE investor; this is the agent side, not the investor side.
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Content Creator / Influencer
$8K–$25K / yrYouTube, podcast, course, brand deal, affiliate, crypto. New economy, low CPA understanding. Multi-platform revenue done right.
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Attorney / Solo Practitioner
$12K–$30K / yrSolo + small partnerships, BigLaw refugees. Retainer + contingency mix, IOLTA accounting, partnership-share structures.
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SaaS Founder
$15K–$2M+ at exitPre-exit. R&D tax credits, QSBS Section 1202, equity comp, founder stock planning. The pre-revenue + early-revenue tax decisions that compound.
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Entrepreneur
$15K–$50K / yrMultiple bets, multiple entities, side hustles becoming businesses. The structural work that decides whether each venture is a deduction or a liability.
See the playbook →What your tax life looks like. How we map to it.
S-Corp Candidate
$10K–$25K / yrSolo 1099 or single-member LLC clearing $100K+ net. Paying full 15.3% SE tax on every dollar because nobody walked you through the election.
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W-2 High Earner
$25K–$40K / yr$250K+ household. Rentals, RSUs, equity comp, side LLC. The moves that lower a high-W-2 bill aren't on your W-2 form; they're in everything else.
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Single-Member LLC
$5K–$18K / yrYou formed the LLC. Now what? Sole-prop default vs. S-corp election. Accountable plans, payroll, owner draws vs. distributions.
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Crypto Investor
Recovery + clean filingsWallets, exchanges, DeFi, staking, mining, NFTs. Books reconciled, Form 8949 done clean, FTX / Celsius / scam losses positioned correctly.
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$1M+ Household
$40K–$200K+ / yrMulti-entity, multi-state, syndication positions, post-exit founders, equity-heavy. The tier where your bench (advisor, attorney, books) finally coordinates.
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Catch-Up + IRS Notices
Filings cleared + penalty avoidanceYears behind on filings. IRS notice on the counter. Prior preparer ghosted. Scam-loss recovery. The messy work other firms won't touch.
See the playbook →Not on the list? Book a call anyway.
These cover most of our intake. The rest is bespoke: estate attorneys, hedge-fund GPs, professional poker players, multi-state athletes, expat-Americans, post-divorce restructures. If you're not seeing yourself here, a free call is where we figure out whether the firm fits anyway, or where to send you if it doesn't.
Not sure which playbook is yours? Let's talk it through.
Book a free call. We'll look at your situation together and tell you the moves we'd run for someone in your shoes. No payment, no pressure. If we're a fit, great. If not, we'll point you the right way.
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