A Quick Word About Who We Are
Reuben Boyd — I spent 20 years in B2B sales helping business owners make smart decisions — copiers, medical aesthetics, concierge medicine. I've been in the room when high-earners write big checks, and I've watched them wonder if there was a better way. I'm not a tax expert, but I know the right people and I know how to make things happen.
Paul Nick — [PLACEHOLDER: Paul's bio and credentials from South Texas Financial — years of experience, specializations, credentials like EA/CPA, etc.]
Together, we built this assessment tool because most high-earners don't know these tax strategies exist. Our job is simple: show you what's possible for YOUR specific situation. If there's a fit, great. If not, you'll still leave knowing more than you did before.
You're Probably Leaving Money on the Table
Here's what we've learned talking to high-income earners:
Your CPA is focused on compliance, not optimization.
They make sure your return is accurate and filed on time. That's valuable work. But finding advanced tax mitigation strategies? That's a different skillset — one most accountants don't specialize in.
Meanwhile, you're writing checks to the IRS that might be larger than they need to be. Not because you're doing anything wrong, but because you don't know what options exist for your specific situation.
That's exactly what our Tax Savings Assessment reveals — strategies matched to YOUR state, income type, and business structure, with real savings numbers.
Here's What Happens
1. Share Your Situation
Fill out the quick form below with basic info about your income, state, and business structure. No tax returns needed upfront.
2. Get Your Personalized Assessment
Our AI analyzes your specific situation and identifies which tax strategies you qualify for. You'll receive a clear deliverable showing each strategy and your estimated savings.
3. Review Your Options
Once you see your actual numbers, we'll walk you through each strategy and answer any questions. About 30% of people aren't a fit, and that's okay — we'll tell you straight up.
Get Your Free Tax Savings Assessment
Fill out the form below and we'll run your personalized assessment. You'll see exactly which strategies fit your situation and how much you could save.
Common Questions
I already have a CPA. Why would I need this?
Most CPAs focus on compliance — filing accurate returns. We focus on optimization — finding strategies to reduce what you owe. Many of our clients have CPAs. These approaches complement each other.
Are these strategies legal?
100%. These are established, IRS-compliant strategies that have been used in the financial services industry for 15+ years. Nothing aggressive or gray-area. The specialists include IRS Enrolled Agents who stake their careers on doing this right.
Who is this for?
High-income earners and business owners frustrated by their tax bills. That includes business owners, high W2 earners (surgeons, tech sales, executives), self-employed professionals, and anyone with significant federal/state tax exposure.
What if I'm not a fit?
About 30% of people who reach out aren't a fit for these strategies — and that's fine. If that's you, we'll tell you directly. No guilt trip. No follow-up pressure.