Real Talk
Tax & Consulting
Taxes are not optional, but reducing what you pay is!
As Seen On
Who We Are
We’re a team of successful entrepreneurs who became frustrated with overpaying taxes due to a
lack of information and support in executing effective strategies to minimize our tax burden.
What We Do
We specialize in helping Entrepreneurs, Corporate Executives, and High-Income Earners reduce
their tax liabilities so they can reinvest those savings to increase their personal net worth.
Why choose us?
Real Talk...
01
Tax code knowledge
The Tax Code is one of the most misunderstood and underutilized financial resources available. As such, people significantly overpay on taxes and underinvest in their future.
02
Modern Approach
The Traditional CPA Model is outdated, often leaving clients feeling unsupported and unsure about how to reduce their tax bills effectively.
03
Tax Strategy
Good Tax Strategy requires a year-round partnership. We adapt to your personal and tax code changes to ensure ongoing tax efficiency
04
action over words
We help our clients execute, prepare, document, and maximize taxsaving strategies throughout the year, so when it’s time to file, there are no surprises!
FAQ's
Frequently Asked Questions about Real Talk Tax & Consulting
Can you help me if I’m audited by the IRS?
Absolutely! Our qualified CPAs can represent you during an audit. We ensure that all strategies we
implement are compliant with IRS regulations, and we document everything to meet requirements.
Do you work with everyone?
No. We focus on clients who can significantly benefit from our expertise. If you’re not a small business owner, corporate executive, or high-income earner, a discount tax service or DIY filing may
be a better fit.
What are your fees?
Our fees depend on the level of service you require. We typically use a flat annual fee structure that covers all services, including meetings, tax projections, return filings, and audit representation. This approach gives our clients peace of mind with a predictable annual budget.
What sets you apart from my current tax firm?
Our founders have extensive experience managing the financial affairs of high-net-worth individuals, understanding complex issues such as real estate, private investments, executive compensation, and estate planning. We coordinate and maximize tax strategies in ways that most firms cannot, ensuring your financial legacy is secure.
GET STARTED
Get a FREE Analysis
See how we can reduce your tax liability and help increase your net worth! Reach out today!
