Know your moves before the money moves.
A working session with two Enrolled Agents, built around the event in front of you: a vest, a sale, a concentrated position, an estate over the federal line. You leave with a written map of which of the Seven Levers fit your facts, and the section of the code behind each one.
Fee credited in full toward a Taylored Tax engagement. See what each lever could save you, before you decide.
Built for a $1M+ tax bill with a clock on it.
The Audit pays for itself only when the stakes are large and the timing still leaves room to choose. It fits best if one of these is in the next 18 months:
- A large RSU vest, option exercise or sale of long-held company stock
- The sale of a business you own, or a liquidity event at one you work for
- Most of your net worth sitting in one stock
- An estate near or over the federal line, or a state with its own estate or inheritance tax
- Business or real estate income you suspect is set up the way it was ten years ago
Four steps.
Pay and pick your time
One step through our calendar. You'll get a confirmation and the intake.
Send the intake
Your last return and the event coming up. Your CPA is welcome to send it.
Working session
Both Enrolled Agents walk the Seven Levers against your facts, in the same order every time.
Your written map
Which levers fit, which don't, which need more facts, and the code section behind each.
Questions people ask first
Why charge for the first meeting?
Because the work starts before we meet. We read your return and your event, so the session is spent on your facts, not on a pitch. The fee is credited in full if you go on to an engagement with us.
Will you tell me how much I'll save?
No. We don't promise a savings figure. What a move is worth depends on your income, your state, your timing and the moves you choose to make. The map shows which moves the code gives you and what each one depends on.
Do you replace my CPA?
No. Your CPA files the return. We architect the plan and work it with your CPA, attorney and advisors. Many clients bring their CPA to the session.
Do you draft trusts or other legal documents?
No. We are Enrolled Agents, not attorneys, and we don't practice law. Where a lever needs a legal document, your attorney drafts it.
Does the Audit cover life insurance?
Lever 3 looks at how the tax code treats life insurance. Taylored Tax doesn't sell insurance, and the Audit fee doesn't pay for insurance advice. Terrence Taylor holds the insurance licenses on our team: licensed life and health insurance agent, Texas license #3134952. He runs a separate agency, GameChanger Wealth Strategies, which serves Texas residents only today. Any insurance recommendation comes only from that agency, and the insurance company pays him a commission if a policy is placed. You're never required to buy anything. Terrence is a licensed insurance producer in 27 states and the District of Columbia.
Not ready to pay yet?
That is fine. The Audit is for a $1M+ tax bill with a vest, a sale or a deadline coming. If that is not you yet, the free Seven Levers Scorecard on our home page is the better first step.
A $1M+ tax bill deserves a plan before it's due.
The fee is credited in full toward an engagement.