Frequently Asked Questions

No. We collaborate with your existing CPA. Our role is strategic — we design and guide the plan; your CPA helps implement it. We elevate their work, not replace it.

No. It's smart tax engineering — using legitimate, IRS-backed codes your current team may not even know exist. Nothing shady. Just advanced and underutilized.

If you're paying $50K+ in taxes and earning active or passive income, yes. Especially if you're W2 + K1, own real estate, or have any employees.

There's no cost for your initial Discovery Call. From there, solutions are tailored — some involve planning fees, others are integrated into financial products. But the savings far outweigh the setup.

Yes — but only if it's the right tool. Think of insurance as a chassis. If it helps reduce risk, protect wealth, or eliminate taxes — we use it. If it doesn't? We don't.

Some clients see impact within 60 days. Others implement in phases over a year. It depends on your goals, income sources, and how aggressively you want to move.

Great. We'll pressure-test it. Most plans are built with outdated assumptions. Our clients don't settle for "good enough." Neither should you.