FAQs

The first step is booking a session to create your Tax Strategy Report. We’ll walk you through the process and get started on your personalized tax plan.

Many clients start seeing results after their first tax season with us. The earlier we start planning, the more opportunities we’ll have to save you money.

On average, individuals save six figures, and businesses save seven. Over time, our strategies can result in millions in savings, giving you more freedom and control.

We solve the biggest frustration—paying too much in taxes. By creating custom strategies, we help you keep more of what you make and turn taxes from a burden into an opportunity.

Our team holds top certifications with years of proven results, saving our clients millions. But more importantly, we listen, understand your needs, and put your success first.

We specialize in helping business owners, high-income earners, and investors who are ready to take control of their financial future and maximize their tax savings.

We don’t just file your taxes—we create personalized, proactive strategies designed specifically for your goals. With decades of experience, we’re experts at uncovering savings most people miss.

Taylored Tax was founded on the belief that nobody should overpay on their taxes. Our mission is to help people like you keep more of what they earn, protect their wealth, and create a financial legacy.

Bring your most recent tax returns, financial documents, and any questions or goals you have in mind. Together, we’ll identify your best next step.

Not at all! We offer both in-person and virtual meetings, so we can work with you wherever you’re located.

Yes, we offer a free initial consultation where we’ll learn more about your needs and provide insight into how we can help you save money and plan better financially.

You can call us directly, send us an email, or use the contact form on our website. We’re quick to respond and ready to help.

We excel in helping business owners, high-income earners, and seasoned investors. Whether you’re scaling your business, building wealth, or preparing for retirement, we have the expertise to serve you.

Absolutely. We work with clients facing IRS challenges to clean up past issues, resolve debts, and create a forward-looking tax strategy that puts you back in control of your finances.

Our team isn’t just about basic tax prep—we specialize in proactive strategies that often save clients six to seven figures by finding untapped opportunities to legally reduce your tax burden.

We offer customized tax strategies, tax representation and resolution, and an annual tax strategies retreat for business owners, high-income earners, and investors. From reducing tax liabilities to planning for your financial goals, we design strategies tailored to your unique situation.

Start by analyzing income streams, understanding potential deductions, and aligning tax strategies with long-term financial goals.

High-income W2 earners can benefit from maximizing pre-tax deductions, exploring backdoor Roth IRAs, and utilizing tax-loss harvesting techniques.

Business owners should focus on selecting the right entity structure, maximizing deductible expenses, and utilizing tax-deferred retirement plans for optimal savings.

Tax strategies for high-income earners focus on reducing taxable income, leveraging deductions, and optimizing tax-advantaged investments tailored to their financial goals.