Paying 6+ Figures in Taxes?

​You’ve Outgrown Basic Tax Planning

We guarantee that our advanced planning will identify six
​​figures or more in tax saving opportunities in year one...

The New Standard in Tax Strategy

Advanced Planning, Tailored to High-Income Earners

  •  Custom investment-based tax mitigation
  • Strategic use of real estate, depreciation, and cost segregation
  • ​Coordination with legal and wealth teams
  • ​Proactive CPA access year-round

Real Client Examples

Kelly J.

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Eleanor B.

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David G.

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Jackson P.

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Brian F.

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Jerry & Claire F.

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Wouldn't you rather spend more time IN your business 
instead ON your business?

WE DIDN'T REINVENT THE WHEEL

We Simplify How You Do Your Accounting & Taxes.

Your bookkeeper doesn’t talk to your CPA. Your CPA doesn’t talk to your payroll provider. No one is talking to your year end tax preparer. On top of all that, who is helping you with IRS notices and estimates?

That’s a sure fire recipe for stress and audits. But it doesn’t have to be that way.

We designed our fractional CFO services so you can stop using 3-4 different people, deal with only ONE person, and for a fraction of the cost you already pay.

We are your back office. Tax and accounting department. All under one roof.

So you can get back to focusing on your business.
  • Payroll
  • ​Filing 1099’s
  • ​IRS & state notices
  • ​Annual Tax planning
  • ​Monthly bookkeeping
  • ​Quarterly strategy calls
  • ​Corp & individual Tax prep
  • ​Annual tax planning implementation 

The Problem


Are You Overpaying in Taxes Because of a Reactive CPA?
​Most high-income earners pay more in taxes than they should—not because of  the IRS, but because their CPA only files taxes instead of planning them.

  • Your CPA isn’t talking to you until tax season
  • ​You don’t have a real strategy to lower your taxes
  • ​You’re missing out on deductions and credits
  • ​You’re paying 6-7 figures more than you need to in taxes

The Solution

 
Proactive Tax Planning That Puts Money Back in Your Pocket.
We don’t just prepare your taxes—we engineer your  tax strategy so you keep more of what you earn, legally and ethically.

  • Your CPA isn’t talking to you until tax season
  • ​You don’t have a real strategy to lower your taxes
  • ​You’re missing out on deductions and credits
  • ​You’re paying 6-7 figures more than you need to in taxes

About Rachel Michaelov

I disrupted the accounting industry so the same thing that happened to my dad NEVER happens to another business owner...

Rachel has helped hundreds of clients legally save millions in taxes using advanced strategies and proactive planning.

Her work has been featured across major business, finance, and professional networks nationwide.
I woke up from the entire building SHAKING.

They started raiding my house and arrested my dad.

The only thought that was going through my head was “Why are you taking my dad? He's the kindest and nicest person.”

They took him to 26 Federal Plaza to the courts on Wall Street.

Once I made it downtown I finally had a chance to talk to my dad and figure out what in the world was going on.

And he said,

“I was really busy working and building my business. Putting food on the table, dealing with employees, and the rest that comes with it.

And I just really relied on and trusted my accountant to give me the best guidance possible.

I thought they were filing my sales tax returns. I gave them everything they needed and asked for.

But they didn’t file my sales tax returns.”

So to the state, it looked like he was evading taxes…

Look, you rely on your accountant really to give you one thing - GUIDANCE.

All it would have taken is for his accountant to say “Hey Boris, by the way, if you don’t pay this you’re going to get in trouble!!”

But the problem was, his accountant didn’t CARE. He said he was certified when he wasn’t. And my dad paid for it for the rest of his life.

He ended up paying $1.5 million in restitution, and almost went to jail for 25 years.

Once he paid, he was deported. My family spent the past 14 years fighting for him to come back to the country. But unfortunately, he passed away 5 years ago.

He wanted nothing more than to kiss the ground here and live the American dream again.

But it was all ruined because of an incompetent accountant.

That’s why I decided to disrupt the accounting industry.

So this NEVER happens to another business owner again.