
Dr. Lauren



Brian



Jared


We advise 7-figure entrepreneurs whose accountant told them, “There’s nothing else you can do.”


"Entrepreneur Advisors turned our $20K tax bill into a substantial refund with their expertise and dedication."


"I was able to significantly grow my investments
thanks to their tax planning."


"I am a small marketing agency owner.
Brian acts as a CFO for the business."

We advise 7-figure entrepreneurs whose accountant told them,
“There’s nothing else you can do.”
The moment it clicked for me was when Brian said,
“The ideal number for your W-2 is zero. We’re taking the worst kind of taxable income and turning it into tax-free cash payments.”
I literally sat back in my chair and thought:
“Yep. I made the right call hiring Entrepreneur Advisors.”
I didn’t come to Brian because things were falling apart.
On paper, I was doing great:
- Multiple companies
- Real estate in Texas and Oregon
- A high-earning spouse
- Big plans for more short-term rentals
But my taxes were a mess of W-2 wages, interest, dividends, and rental activity that never quite felt optimized. Every year I’d write massive checks to the IRS and have this nagging feeling that I was leaving money on the table.

Note: picture shows actual results. He paid over $130,000 in taxes in 2024. After starting with Entrepreneur Advisors in September 2025, he’s now on track to pay under $50,000. Almost $110,000 in new tax savings.
Here’s another thing that impressed me:
We didn’t stop at “cool, 2025 is dialed in.” We built a 2026 strategy while we were still in 2025.
We intentionally reduced one of my W-2 wages to $180K so it still:
- Keeps health insurance
- Supports 401(k) match
- Leaves room for a profit-sharing plan
Brian then helped me push more income through an LLC where we can pair it with real estate deductions and qualify for QBI.
I didn’t have to drive any of these conversations. They did. That’s rare.
I stopped thinking of Brian as a “tax person” and more like the architect for my wealth.
I don’t want to play games to save a few hundred bucks. I want to save six figures without risky strategies.
I wish I had called them in 2022. But I’m very glad I called them when I did.
~ Sujan
Does your business need a tax advisor?
When you schedule a Tax Roadmap call, Brian will walk you through three scenarios:
1. Your current trajectory: What you paid last year and what you’ll owe this year if you change nothing.
2. Your optimization plan: How we’ll restructure your entities and capture every deduction and credit available.
3. Your long-term strategy: How to supercharge your investments and build a tax-efficient roadmap for your business.
You'll walk away with an effective tax strategy built upon the three pillars of proactive planning. Watch the video below to learn more about the 3 pillars.

*Results will vary based on individual efforts and external factors. We make no promises or guarantees regarding your success or income level.

*Results will vary based on individual efforts and external factors. We make no promises or guarantees regarding your success or income level.



When entrepreneurs rely on CPAs who file taxes and handle bookkeeping, they often miss out on major financial opportunities.
When your accountant is only focused on filing your taxes once a year, they’re operating reactively. Not proactively! We understand the unique financial landscape of entrepreneurs, founders, and business owners. Whether you're scaling, exiting, or navigating multi-state or international compliance, we provide clear, proactive solutions.
We support the tax planning and compliance needs of:
- High-income Individuals and Founders
- Partnerships and LLCs
- S Corporations and C Corporations
- Trusts and Estates
- Not-for-Profit Entities
- Cross-border Entrepreneurs (International Tax)
We advise on:
- Strategic tax credits (R&D, historic, energy-related)
- Business formation with tax-smart structures
- Mergers, acquisitions, and business exits
- Real estate
- Section 1031 exchanges
- Capital gain transactions
- International reporting & structuring
- Estate & gift tax strategy
- Crypto taxation & reporting
- Retirement and wealth planning
- State income tax optimization
- Integrated financial planning for business owners
Many CPA firms focus on compliance. Such as making sure your taxes are filed accurately and on time. That’s necessary, but it’s just the baseline. What’s missing is a business strategy. Techniques like using retirement plans, R&D tax credits, cost segregation on property, and income shifting to reduce your tax liability. A comprehensive business strategy will identify goals and build wealth.
Without someone focused on these strategies year-round, you’re likely paying the IRS more than required. You’re “safe,” but it’s expensive. True optimization means not just avoiding penalties, but actively seeking ways to preserve wealth and reinvest more in your business.
Your dedicated account manager will get to know you and your business so that we can work together and ensure every gap is identified.
As your business scales, your financial world becomes more complex. Multiple revenue streams, different entity structures, and intricate expense categories. A CPA filing your tax return and minimizing taxes doesn't fit anymore. At this stage, you need someone who understands strategic entity structuring, inter-company transfers, and tax optimization for complex operations.
Without that, you’re not only missing opportunities, you could be exposed to legal risk or inefficiencies that cost you real money. Growth demands a higher level of financial guidance than what a once-a-year CPA firm can provide.
Even with the help of an accountant, many business owners still feel uncertain about their decisions. Should you buy that new vehicle this year or next? What’s the impact of a new hire on your taxes? Will a loan hurt or help your bottom line long term? These are not bookkeeping questions. They’re strategic financial ones.
Without a proactive partner to answer them, you end up second-guessing yourself. We help you understand not just the what but the why behind each decision. We work with you to optimize how answers fit into your long-term goals. You need someone to act as your financial accountability partner, not just a record keeper.
$73,484 Every Year: The Cost of Not Having a Tax & Wealth Roadmap
Our clients have saved an average of $73,115 annually. Missing out on these savings doesn’t just cost you today—it drags down your financial trajectory year after year.
Create a Custom Tax Plan
We’ll design a personalized tax plan tailored to your unique financial goals and business needs.
Identify Where You’re Overpaying
Uncover missed opportunities for tax savings and ensure you’re not leaving money on the table.
Get Your Questions Answered
Get clear, actionable answers to your tax questions from our team of trained tax experts.
Advice You Can Trust
We work solely for your benefit - no hidden commissions, no back-door referral fees. Just impartial, expert guidance to help you achieve your wealth goals faster.
Financial Clarity For Entrepreneurs
Stop guessing and start planning. We help you create a clear financial roadmap, so you can make confident, strategic decisions about your future.
Accelerating Wealth
Our proactive strategies help you save more on taxes, avoid costly mistakes, and invest in your future with purpose and precision.

FREE GUIDE!
Ready to maximize your tax deductions but don't know where to start?
Download my free Maximizing Write-Offs guide so you can increase what you can write off, begin tracking your expenses, and feel confident bringing these deductions to your CPA year after year.
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