Question 1

Do you work with high-income individuals earning $400k or more per year?

Accepted Answer

Yes. We typically serve households with gross income between $200k and $2 million or more. At this income level, tax outcomes are driven by timing, structure, and coordination, not basic deductions. Many of our clients are physicians, executives, partners, and business owners. We are not a volume tax-prep firm.

Question 2

Why do high earners still owe large tax balances even with withholding?

Accepted Answer

Payroll withholding is rarely calibrated for interest, dividends, capital gains, K-1s, real estate income, or retirement distributions. At higher income levels, surtaxes and phaseouts accelerate faster than withholding tables adjust. Multi-year strategic tax planning updated semi-annually is essential for avoiding year-end surprises.

Question 3

How is your work different from a traditional CPA relationship?

Accepted Answer

Traditional CPA relationships are transactional and retrospective, centered on preparing returns after the fact. Our approach is advisory and forward-looking, using projections, scenario analysis, and decision frameworks throughout the year. Filing becomes an outcome of good planning, not the service itself.

Question 4

What types of clients do you serve?

Accepted Answer

We serve high-income individuals, physicians and healthcare professionals, business owners, entrepreneurs, and private practices throughout California and the Pacific Northwest who are serious about minimizing taxes and planning for their financial future.

TAX, PLANNING & ADVISORY SERVICES