Our proprietary software utilizes AI  to identify unique savings opportities

• Using advanced AI powered analysis, individuals netting about $150k with a tax liability of about $50k will almost always realize significant savings on their taxes

• All strategies are cited from the IRS tax code, comes with audit protection and are implemented with the client’s existing CPA

• Over 10 years of private wealth management experience,  we have the knowledge and expertise to successfully strategize and implement

• Average savings of 32k every year