Business Owners Doing $1M+ Per Year

If Your Business Does $1M+ A Year, We'll Save You At Least $100K In Taxes This Year, Or You Don't Pay

We keep your books, plan your taxes and file your returns for every company you own, with 2 partners on your account.

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The Firm Behind The Offer

5.0
Google rating across 52 reviews
2
partners on every client, never an associate
3
new clients a month, capped on purpose
1 to 3
business days to answer every question

Is This You?

Who Is This For?

Who This Is For:

  • You own a business doing $1M or more a year, often with 2 or more companies under you.
  • Your CPA files your returns every spring but has never called you with a way to pay less.
  • The bill gets bigger every April, and the only advice you get is to set more aside.
  • Your bookkeeper, your payroll company and your CPA each handle one piece, and nobody looks at all your companies together.
  • Your books are behind or a mess, and you'd rather hand the cleanup to a team than spend your weekends on it.
  • You want the changes for this year made before December 31st, not explained to you next April.
  • You want to talk to the people doing the work, not an associate you've never met.

This Is Not For:

  • Employees on a W-2 who don't own a business.
  • Owners whose business does under $1M a year.
  • Owners who want their current preparer to keep filing the return alongside us.
  • Anyone looking for loopholes or tax positions that can't be backed up.
  • Anyone who needs a rush return in mid-April.

Real Clients · Real Outcomes

What We've Delivered

Recent owners at $1M and up, in modeled year-one savings, with identifying details removed.

Private Medical PracticeYear one
$71,000
modeled savings in year one
$1.3M practiceOwner salary reset

The surgeon's salary was set too high, so the practice was overpaying payroll tax. We reset it against specialty benchmarks and rebuilt how the practice reimburses the surgeon.

Surgeon, private practice owner
Dental PracticeYear one
$38,000
combined modeled savings in year one
$1.4M a year2 partners

We re-checked both partners' salaries against benchmarks and lined them up, took the write-off on $180,000 of new equipment and maxed out retirement savings for both partners and their spouses.

Two-partner dental practice
Multiple CompaniesFirst year
$42,000
modeled savings in the first year
4 LLCs$1.6M household income

We put the 4 companies under one holding company, documented the money moving between them and lined up the owner's salary across the 2 companies taxed as S-corps.

Serial founder

Results from past clients. Your numbers depend on your income, structure and timing.

100% Done-For-You

Here's Everything We Do For You

How Ramon, Joel and their team take over the tax side of every company you own.

We Pull Every Record

We file a power of attorney, pull your IRS transcripts and go through 3 years of returns for every company you own, so nothing filed under your name gets missed.

We Match Bank, Books And Return

Our team ties your bank statements to your books, then ties your books to what was filed. Once all 3 agree, we can see exactly where you're overpaying.

We Fix How Your Companies Fit

Joel works out how you pay yourself, how each company is set up and how money moves between them. Then we make every one of those changes for you.

We Act Before December 31st

We project where your income will land this year, then get the retirement accounts opened, the equipment in service and your S-corp salary adjusted before the year closes.

We Handle Books And Returns

Our bookkeeping team takes over your monthly books, and Joel signs your business and personal returns, so the people who planned your savings are the ones who file them.

We Answer Within 3 Business Days

Your documents, questions and meeting notes live in one private portal, and we reply within 1 to 3 business days. Anything the IRS sends you comes to us first.

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On The Record

Does It Actually Work?

“
These guys are amazing. Super responsive. Super knowledgeable. Super effective at crafting a tax strategy that solves existing problems and proactively plans to account for expected future conditions. Best accountants/tax consultants I've used by a wide margin.
JW
John Walker
Google review
“
Extremely competent accountant and tax strategist, combined with excellent work ethic. You just don't get service like this anymore... Saved us an unbelievable amount of money, so worth every penny.
NC
Nazaha C.
Google review
“
I'm a small business owner who has several businesses but knows little about taxes. This can be a scary position. Elevated Tax Strategies took the time to educate me and walk me through every step.
LA
Leury A.
Google review
“
Hands down, the very best accountant/business consultant that I've ever worked with. Their expertise saved me time and money.
AF
Aaron Figueroa
Google review

Still On The Fence?

Frequently Asked Questions

Do I have to leave my current CPA?+
For your returns, yes. We don't split a return with another firm, because savings hold up when the people who planned them are the same people filing them. We hand you a short list to grab first (3 years of filed returns, depreciation schedules, entity paperwork and payroll records), so nothing gets left behind. Your attorney and financial advisor stay, and we work with them.
My books are a mess across a few companies. Is that a problem?+
No. Most of the owners we talk to are behind, and cleaning up books is work our team does every month. We start with the bank statements for every account, tie them to the books, then tie the books to what was filed. Show us the books exactly as they are, and we'll fix them in the right order.
Is it too late to lower my 2026 taxes?+
No, but the window is shorter than most owners think. Some retirement accounts have to be opened before the year ends, equipment has to be in service by December 31st, and S-corp salary changes have to show up in your paychecks before then. The savings show up when your 2026 return is filed.
Who actually does the work?+
The 2 partners. Ramon runs your first call, your check-ins and the bookkeeping team, and Joel runs the tax side: every tax position, every return and anything the IRS sends. Neither of us hands our half to an associate, which is why we take on only 3 new clients a month.
How much does it cost?+
Our pricing is flat and it's on our website. You start with a $5,095 analysis, or $10,095 if you own 3 or more companies, and all of it comes off your first month. After that it's one monthly fee, which typically runs $2,000 to $3,000 for owners with several companies and $5,000 or more for the most complex setups.
Is this legal, and will it hold up?+
Yes. Every position we take is documented and defensible with the IRS, and we don't do loopholes or aggressive positions you couldn't defend. Joel signs your return and stands behind every tax position on it.
I've been let down by accountants before. Will you actually answer?+
Everything runs through a private portal where your documents, questions and meeting notes live in one place. We reply within 1 to 3 business days, and if we miss that window, your first month of ongoing advisory is on us.
What happens on the strategy call?+
Ramon takes every first call himself. He'll ask what the business brought in this year, how many companies you own, how you pay yourself and who handles your books and returns today. Then he'll point out where you're likely overpaying and what can still be done before December 31st, and if we can't help, he'll tell you and point you to someone who can.
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One Last Step

Want To See What Your Business Can Still Save Before December 31st?

On the strategy call, Ramon looks at your revenue, your companies and how you pay yourself, and shows you where you're overpaying. If we can save you at least $100K this year, he'll walk you through exactly what we'd take over and what it costs.

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The case studies and results on this page are real but are not a guarantee of future results. Every business and tax situation is different, and outcomes depend on your income, structure and timing. This site is not affiliated with or endorsed by Facebook, Instagram, Google or any other advertising platform.