We are not accepting new clients for the 2025 tax year.

Our next onboarding window will open in May, 2026 for 2026 tax planning.  If you'd like to be notified when that window opens, you may join the waitlist below.

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Why This Exists

High earners pay a lot of tax. You do the right things. You still get hammered in April.
Traditional tax prep is backward looking. It reports the past. It does not shape the future.

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Premium Tax Advisory is proactive. We plan before the bill arrives. Calmly. On purpose.

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What We Do Together

• Review income timing and withholding across the year

• Map RSU vesting and sale strategy so cash and taxes line up

• Prepare for tender or secondary events with enough lead time

• Plan multi year capital gains and loss harvesting

• Structure charitable giving intentionally, not at the last minute

• Coordinate with your financial advisor and attorney

• Include your federal and state tax returns as the final step

• You understand every move we make and why it matters. No mystery. No guesswork.

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How it works

We meet throughout the year.
Expect about five to ten hours of your time across planning meetings, reviews, and approvals. We do the heavy lifting. You stay informed and decisive.
 

Some planning can begin with a smaller cash commitment of around $50K. For clients earning $1M or more, planning is usually most meaningful once implementation is closer to $100K or above. The scale of planning should match the scale of your income. This is not about spending money to save money. It is about shaping your tax position on purpose.
 

Nothing aggressive. Nothing cute. Legal, ethical, and aligned with your goals.
 

Who this is for

Most of our clients earn at least $1M of ordinary income in high tax states such as California or New York. RSUs, bonuses, and equity driven income are common.
 

For clients in states with no income tax such as Texas, Washington, Nevada, or Florida, planning is most effective once ordinary income is at or above $2M.
 

We also work with clients preparing for large liquidity events. A good fit is at least $1M of net long term gain in California or New York, $2M in no income tax states.
 

Location matters. Each state has its own rules. We confirm state fit and timing before we begin so the strategy holds up in your jurisdiction, not just in theory.

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Pricing

The annual engagement is $15K and includes planning and tax return preparation for the first $1M of pre adjusted AGI.

Income above that level is priced using our AGI based advisory model.

We do not offer tax return preparation as a stand alone service. Planning and filing need to be aligned.

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Results you can expect

• Fewer surprises and more control

• Clear numbers before December

• Decisions made with data, not panic

• Filing that feels like a formality

By December, you already know what April will look like. That is the point.

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Next step

We are at capacity for 2025. We will reopen onboarding in May 2026.
If you would like to be notified when the window opens, join the waitlist.

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