For Latino entrepreneurs grossing $700K to $5M who already pay over $30,000 a year in taxes. Your CPA files. I design the strategy so next April stops being a surprise.
Not for everyone. Serious tax planning starts to make sense when there's enough revenue and tax burden for the savings to pay for the strategy several times over.
$700K–$5M
Annual revenue
$30K+
In taxes paid/year
$15K–$80K
Typical savings/year
3–5 years
Projection horizon
LLC, S-Corp, C-Corp, holdings. The wrong structure costs tens of thousands every year.
Beyond basic expenses. Strategies your average CPA doesn't implement.
Decisions made in September, not discovered in April.
I don't replace your accountant. I supercharge them with strategy.
Real tax planning thinks in lustrums, not seasons.
Structures that protect your wealth while lowering tax burden.
100%. Tax planning is the legal optimization of your tax burden using the tax code to your advantage. It is not evasion, it is strategy. The same one big corporations use, that almost nobody applies with mid-market Latino entrepreneurs.
No. Your CPA records what already happened: they file. Tax planning designs what's going to happen: it projects. Most CPAs don't do strategic planning for mid-market clients, it's simply not their business model.
It depends on the size of your operation and the complexity of your structure. But the rule is simple: if the strategy doesn't pay for itself several times over in tax savings, we don't implement it.
The initial diagnostic shows you the savings potential in 30 minutes. Implementation takes 30 to 90 days depending on your structure. Savings appear in your next filing.
Tax planning has its best ROI from $700K up. If you're below, we can talk structure, credit, or capital, and give you a clear path for when you reach that level.
Book 30 minutes. We review your real tax burden and I show you how much you should be saving. No commitment.