You’re Making $1M+—But Are You Keeping Enough of It?

If you're making over $1M, there's a high chance you're losing 5-6 figures to the IRS—and most CPAs won't tell you. We help high-income earners legally and ethically take control of their tax strategy.

Making $1M+? You Could Be Saving 5-6 Figures in Taxes!

If you're making over $1M, there's a high chance you're losing 5-6 figures to the IRS—and most CPAs won't tell you. We help high-income earners legally and ethically take control of their tax strategy.

What You’ll Get:

  • A 5-15 minute qualification call with a Taylor Proactive Team member to assess if you qualify for advanced planning
  • If qualified, a strategy session with tax expert Merrill Taylor to uncover missed tax-saving opportunities
  • A quick analysis to see if you’re overpaying the IRS
  • Insights on how much you could be saving with proactive planning
  • Zero risk, zero commitment—just potential tax savings

Tax laws change constantly, and every month you wait could mean lost savings. Let’s make sure you’re keeping more of your hard-earned income—starting today.

The Problem?

  • Most high-income earners rely on reactive CPAs who only focus on tax preparation, missing major opportunities for strategic savings.
  • CPAs rarely communicate regularly, leaving clients unaware of changing tax laws and missed opportunities.
  • Many high-income earners don’t realize they’re overpaying until it’s too late.
  • Many CPAs focus only on compliance, failing to integrate long-term tax planning.

The Solution?

  • We implement proactive tax planning with proven strategies that legally and ethically reduce tax burdens by 5-6 figures annually.
  • Our team schedules ongoing strategy meetings, ensuring you’re always ahead of the game.
  • Our tax proactive approach uncovers savings upfront, helping you act now instead of regretting missed opportunities later.
  • Our tax strategy sessions are designed to look beyond compliance and identify overlooked savings opportunities that make a real impact on your bottom line.

Why High-Income Earners Trust Us:

  • We specialize in tax strategies for business owners, executives, and real estate professionals
  • Our clients routinely save 5-6 figures in taxes—legally & ethically
  • We operate with 100% transparency and proven strategies

Real Results, Real Savings

Clients who use proactive CPAs have saved millions:

  • Kelly saved $489,134 in her first year and continued optimizing her tax strategy for long-term savings.
  • Jackson restructured his finances and saved over $1 million in his first year.
  • Scott and Caroline reduced their tax bill by $258,039 in one year, staying fully compliant.

Examples found below in testimonials.

CLIENT TESTIMONIALS

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