TaxMAX Service
Keep More of Your Income When It Matters Most
Advanced Tax Strategies for High Earners,
Real-Estate Investors & Major Liquidity Events.
85%
Cost savings vs. full-time CFO
3x
Faster financial insights
100%
Focused on your growth
If you’re earning $250k+ (or $400k+ as a household) — or preparing for a big tax event like selling crypto, property, or a business — TaxMAX gives you the advanced strategies normally reserved for ultra-wealthy families.
Tax Planning Engineered by CPAs, CFOs & Tax Strategists — Not Basic Preparers.
Who TaxMAX Is Built For
High Earners
$250k+ individual or $400k+ household
Crypto Sellers
Large gains from BTC, ETH, altcoins, NFTs
Real Estate Investors
STR, REPS, cost seg, property sales
Business Sellers
S-Corp, partnership, asset sale, QSBS
Tech & Equity Professionals
Stock comp, options, RSUs
Families Preparing for Generational Wealth
Not having a plan is.
If You're Here, You're Probably
Paying Too Much in Taxes
You're earning more but losing 35%–50% to taxes
You know there must be advanced strategies — but no one has shown you how
You're worried a major liquidity event will trigger a massive tax bill
You're tired of CPAs who 'just file' instead of planning
You feel your current accountant isn't proactive or strategic
Your income is high enough to qualify for real tax engineering.
Most people never get access to it.
Imagine a Tax Plan That’s Engineered Around Your Life Events
A tax strategy that reduces your liability by 30–90%
Entity structures tailored to your income streams
Proactive planning before your big transaction hits
A clear roadmap telling you exactly what to do and when
A team that already handles clients in your bracket
Strategies Used by High-Net-Worth Families
Applied to You
Cost Segregation
Bonus Depreciation (STR, REPS, real estate)
QSBS + QSBS Stacking
1031 Exchanges & Tax-Deferred Real Estate Moves
Tax-Loss Harvesting (Crypto & Stocks)
Advanced Retirement Structuring
(Mega-Backdoor, DB plan)
S-Corp Optimization & Payroll Engineering
Trust-based Tax Optimization
Charitable Gift Financing & Donor-Advised Funds
Exit Tax Planning (Business, Crypto, Equity Sales)
Your Tax Savings Process
STAGE 1
Comprehensive Tax Discovery
Deep review of income streams, real estate, business structure, crypto transactions, and upcoming events.
STAGE 2
Custom Tax Blueprint
A 12-month strategic plan showing exactly which advanced levers apply to you.
STAGE 3
Implementation & Execution
Entity restructuring, retirement setups, cost seg, QSBS prep, investment/timing strategies.
STAGE 4
Ongoing Optimization
Quarterly reviews as your business, investments, and income change.