What drives your team? +
We got into this because we watched too many operators and acquirers — people doing serious deals — hand over six figures to the IRS every year while their CPA said there was nothing to be done. We don't believe that. Our mission is proactive: we plan ahead, coordinate with your deal flow, and measure success by what you keep. When a client tells us their tax savings funded the next acquisition or secured their family's future — that's what drives us.
Who qualifies for these strategies? +
Individuals with over $500K in taxable income OR planning an exit of $1M+ — including W-2 employees, business owners, 1099 earners, those with significant capital gains, and anyone facing a large taxable event. If you're active in the AHQ ecosystem and paying six figures in taxes, you almost certainly qualify.
Are these strategies legal? +
Absolutely. Every strategy we implement is fully compliant with the Internal Revenue Code. These are deliberate provisions in tax law — not loopholes — that most CPAs simply don't use. Every implementation is backed by legal opinion letters and documented compliance steps.
How does this apply to M&A and acquisition income specifically? +
Acquisitions create significant tax events — from bonus depreciation at purchase to capital gains on exit. We structure your tax position around your deal flow, not just your annual return. The earlier we're involved in a deal, the more options we can preserve.
What's the difference between this and what my current CPA does? +
Most CPAs practice reactive tax filing — they report what happened. We practice proactive tax planning, structuring your financial life in advance so you keep significantly more of what you earn across every deal and income source.
How quickly can I see results? +
Many strategies generate savings in Year 1. Some clients see six-figure tax reductions that same year. The assessment process typically takes 2–3 weeks from document submission to your savings plan review.
How much do your services cost? +
We begin with an initial assessment fee of $2,500, which covers a full review of your tax profile and a draft savings plan. From there, proactive strategy packages are offered at $350, $650, or $1,350 per month. We don't discuss pricing until we've proven the value.
Can you amend prior-year returns or help with past deals? +
Yes. We can amend prior-year returns and file extensions where appropriate. In some cases, amended returns can recover taxes already paid — an often-overlooked opportunity we actively evaluate for every new client.
How do you handle audit risk and representation? +
Audit support is built into our service agreements. Every strategy we implement is backed by legal opinion letters and documented compliance steps — so if questions arise, we're prepared. We don't implement anything we can't defend.
What documents do you need to get started? +
Typically: prior-year tax returns, K-1s, W-2s, 1099s, business financials, trust documents, equity compensation details, and relevant deal documents. Providing these promptly helps us move quickly and catch time-sensitive opportunities.
What confidentiality measures are in place? +
We use secure client portals (TaxDome), encrypted communications, and tightly controlled access to all sensitive information. When the engagement warrants it, we also execute NDAs. Your financial privacy is non-negotiable.
