Proactive tax planning

Accumulating, accessing, or transferring wealth has serious tax implications. The TaxRx Tax Advisory Group is an integrated team of experienced CPAs and tax lawyers that offers holistic tax planning. The team works alongside your Personal CFO to bring a coordinated strategy to your big picture.

The Tax Advisory team offers proactive tax planning around life events, annual tax filing, analysis to maximize the value of charitable gifts and equity compensation plans, tax mitigation strategies, and assistance with tax controversy.

How much is tax confusion costing you?

Do you feel like other people are saving more than you are?

It is possible to take advantage of business-specific tax strategies that yield serious savings every year. 

Tax planning takes a team.

Tax planning takes knowledge and depth. It’s unrealistic to expect accountants to do what tax attorneys can do – and vice versa. 

Get Your

Comprehensive Annual Tax Plan


You’ll Receive:

A tax strategy session to discuss your goals and business structure

(a $2,000 value)

A review of your recent tax returns to make sure that any worthwhile benefits can be recaptured

(a $3,000 value)

A clear plan that shows your projected savings now and in the future, all explained by a tax attorney

(a $7,000 value)

Direct coordination with your accounting team to help you see the benefits

(a $1,000 value)

Real estate strategy documentation for homeowners

(a $2,000 value)


If we can’t find at least twice what you pay in tax benefits, we cut you a check for the difference. 

If we find you more than twice, well, that’s just another day at the office. 

Your Investment

You’ll receive $15,000 worth of individual products.


with a three year commitment


with a single year commitment