Our Services
Advanced tax strategy, entity structuring, and wealth optimization for high-earning professionals.
Who We Help
Real Estate Investors
Cost segregation, passive loss optimization, 1031s, STR loophole, entity planning.
Explore Real Estate →Physicians & Medical Professionals
W-2 reduction, multi-state structuring, S-corp optimization, malpractice tax protection.
Explore Physician Strategies →Business Owners & Founders
Tax-efficient partnerships, revenue allocation models, entity optimization.
Explore Strategies →Tech Professionals
RSU tax timing, stock sale planning, AMT strategy, equity exit optimization.
Explore Tech Tax Planning →Financial Advisors
S-corp setup, write-off optimization, advanced income structuring.
Explore Advisor Strategies →Who Qualifies?
- $400K+ annual income
- $150K+ annual tax paid
- Business ownership or professional practice
- Investments or real estate exposure
Half of callers do not qualify.
Ready to See Your TFB?
Our team answers in 2 rings. No obligation.
Schedule a Call →📞 888-450-3451