Step 1: Apply to See If You Qualify

We work with a limited number of clients each year.

This quick application helps us determine the best next step for you.

Important — Please Read

Proactive tax planning is designed for high-income individuals and business owners.

Our services are typically a fit for:

  • Individuals earning $500,000+ annually, or

  • Households earning $700,000+ annually.

To help us determine whether this may be a fit, please select the option below that best reflects your expected total income for the year.

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