Not For Everyone.
That’s By Design.
We work exclusively with business owners, real estate investors, and high-income earners who are taking action to reduce their tax bill instead of just paying the default amount.
We are a strategic tax advisory firm that specializes in proven tax and entity optimization strategies – backed by 12+ years of results.
Our team of advisors holds the highest standards for client experience, bringing deep expertise in strategic tax planning, IRS resolution, and compliance.
Our Experts
Strategic Advisors that will guide you along the way.
Jonathan Kim
Founder & CEO
Jonathan is an Enrolled Agent, CEO, and founder of Reserve Tax Advisors — a firm built for clients who deserve more than basic compliance.
With over a decade of experience working with business owners, real estate investors, and high-income earners, he noticed a pattern: successful people consistently overpaying in taxes, assuming nothing could be done — while unknowingly carrying audit risk and entity structure vulnerabilities that could have been addressed.
Reserve Tax Advisors was built to solve that by delivering customized, strategic tax plans tailored to each client while helping educate the broader public through YouTube and other channels.
Our Core Pillars
The foundational principles that define every strategic plan we craft and every relationship we build.
Proactive
We engage before problems arise by identifying possible tax complications ahead of time while minimizing risk and exposure.
Direct Access
You will work directly with an experienced tax advisor who will be attentive to your needs as well as guide you step-by-step in transforming your taxes.
Confidentiality
We handle all sensitive financial matters with the confidentiality our clients require and deserve.
Responsive
We understand your time is valuable so we respond to all communications within 24 business hours.
Attentive
We will treat your business as our own to ensure that the best results are delivered each time.
Meticulous
We approach your tax position with precision because the difference between a good outcome and a great one lives in the details that others overlook.
Strategic Tax Advisors
Wealth and Asset Protection
Uncover the power of strategic planning to save your wealth and protect what you’ve built.