Reviews

See why Taylored Tax is trusted for ultra-high net worth tax planning.

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Help! We Paid Over $1 Million in Taxes and STILL Owed More

😱 "We made over $2 million, paid $1.1 million in taxes, and STILL owed more... What now?"

This high-earning couple had reached out to Taylored Tax the summer before, but when tax season hit and they saw just how much they’d already paid, panic set in. They needed a solution—fast.

Even though the tax year had ended, we showed them 10 ways to legally reduce their tax bill before the April 15th deadline. One of the biggest wins?

Setting Up a Pension Plan – Giving them a $200,000+ deduction and immediately cutting their tax bill by over $100,000.

🔥 The result? They went from feeling helpless to feeling in control of their wealth.

Sam and Daniel
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From DIY Tax Filers to Strategic Tax Savers

💼 “We’ve always done our own taxes, but we knew we were missing something…”

This couple ran a small business and was approaching retirement. They’d been filing their own taxes for years, but when a friend referred them to Taylored Tax, they got curious. Could they really be missing out on thousands in savings?

At first, they hesitated about the $5,000 fee, but after a deep dive into their numbers and goals, we confidently told them: “We’ll help you save at least 10x our fee in taxes.

Key Tax-Saving Strategies We Implemented:

  • S-Corp & Pass-Through Entity Taxation – Saving $50,000+ in taxes by restructuring their business.
  • Accountable Plan Setup – Making everyday expenses tax-deductible.
  • Insurance as a Business Deduction – Protecting their business while lowering their taxable income.
  • Tax-Free Retirement Income – Shifting funds into strategic tax-free financial products.

🔥The result? They’ve already saved more than 10x the fee and now meet with Taylored Tax bi-weekly to keep optimizing their tax plan.

James and Amy

Latest reviews

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We thought once the tax year ended, we were stuck with our bill—but Taylored Tax proved us wrong. They showed us last-minute moves that saved us over $100K! If you’re making serious money, don’t wait—get a tax plan NOW.

Sam and Daniel
Sam and Daniel
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We were skeptical at first, but wow—Taylored Tax helped us unlock tax savings we had NO idea existed. We’ve already saved over 10 times what we paid, and now we have a real plan for our retirement. If you’re doing your own taxes, you’re probably leaving money on the table!

James and Amy
James and Amy
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I used to think paying $500K+ in taxes was just the price of success—until I met Taylored Tax. They showed me how to legally cut my tax bill by six figures using strategies I never knew existed. For the first time, I feel in control of my financial future. Best $5K I’ve ever spent!

John
John