Frequently Asked Questions
Our most popular questions and answers
How much do I need to invest to work with Reserve Tax Advisors to pay less in taxes and structure my businesses correctly?
An engagement with us will be a flat-fee structured around the specific strategy plan and optimizations that we identify and implement to lower your tax bill.
An engagement can range anywhere from $5k to $100k.
Your investment with Reserve Tax Advisors will be lower than the amount that you would have owed in taxes before working with us which makes working with us a wise financial decision.
Why should I choose to work with Reserve Tax Advisors compared to anywhere else?
Our approach and processes have been honed through years of delivering measurable results for clients with complex financial lives.
Every engagement is customized to your specific situation and goals because you deserve nothing less.
Our internal processes have been refined to remove anything that doesn’t serve you, leaving only what is truly important and necessary.
Can Reserve Tax Advisors file my tax return?
Yes, we can complete and file your tax return with precision but this service is only offered to our advisory clients.
Why can't Reserve Tax Advisors complete my return without advisory?
Our specialty and expertise is in lowering your tax bill through optimized tax strategies and entity structuring instead of basic compliance that you would find at traditional accounting firms.
When we prepare your return, we already know your full financial picture and can insure that all the implemented strategies are accurately reflected.
This continuity is what separates us from a traditional tax firm where the return is completed without any context or planning leaving opportunities to go unnoticed.
What kind of clients do you work with?
We work with the following clients making at least $200k:
- Business-owners
- Real Estate investors
- High-Net-Worth Individuals
- High Income W2 earners
High income is followed by high tax bills if there is no strategic planning to change that.
We work with clients with high income to identify exactly where that burden can be reduced by redirecting capital away from taxes and into strategic tax vehicles that build and protect long-term wealth.