Strategic tax planning and wealth management for high-net-worth individuals and business owners who refuse to overpay.
High earners and business owners often leave significant money on the table. Our strategic planning ensures you keep more of what you earn.
Earning $250K+? Without proper planning, you could be overpaying by $50K+ annually.
Scaling your business? Proper entity structuring can dramatically reduce your tax liability.
Complex portfolios, real estate, and stock options require sophisticated tax strategies.
Every wealth situation is unique. We create customized solutions that maximize your tax efficiency.
Strategic portfolio optimization to minimize capital gains and maximize deductions throughout the year.
Optimize LLCs, S-Corps, and partnerships for maximum tax efficiency and asset protection.
Minimize estate taxes and create efficient generational wealth transfer strategies.
Donor-advised funds, charitable trusts, and strategic giving for maximum tax benefits.
Advanced strategies including backdoor Roths, mega backdoor conversions, and pension plans.
Continuous monitoring and quarterly reviews to adapt strategies as tax laws and your situation evolve.
A proven, systematic approach to maximizing your tax efficiency
We conduct a comprehensive analysis of your income, assets, investments, and current tax situation to identify opportunities.
Our team of CPAs and tax attorneys creates a customized tax optimization plan tailored to your unique situation.
We execute your tax strategy with precision, handling all documentation and coordination with your existing advisors.
Continuous monitoring and quarterly reviews ensure your strategy adapts to changing tax laws and life circumstances.
We combine decades of tax expertise with cutting-edge strategies to deliver exceptional results for high-net-worth clients.
CPAs, tax attorneys, and certified financial planners with 50+ years combined experience
Year-round tax planning, not just annual filing. We stay ahead of opportunities.
$50M+ in tax savings delivered with an average 25% reduction in client tax liability
Bank-level security and complete confidentiality for all client information
"Five Star saved us over $120K in the first year alone. Their strategic approach to business structuring was game-changing."
"Finally, a tax team that thinks proactively. They've optimized every aspect of our family's wealth management."
Nothing. Your initial consultation and tax assessment are completely complimentary with no obligation. We'll review your situation and provide insights into potential savings opportunities.
We often work alongside existing accountants and CPAs. While they handle compliance and filing, we focus on strategic tax planning and optimization—complementary services that maximize your savings.
Many strategies can be implemented immediately for current-year savings. More complex planning (entity restructuring, estate planning) typically takes 30-90 days to fully execute.
We typically work with clients earning $250K+ annually or with $1M+ in investable assets. This ensures our comprehensive strategies deliver meaningful value relative to our fees.
Absolutely. All strategies are fully compliant with current tax law. Our team includes tax attorneys who ensure every recommendation is legally sound and defensible.
Yes, we offer comprehensive tax preparation services as part of our ongoing management. However, our primary focus is strategic planning—helping you pay less, not just filing paperwork.
Schedule your complimentary tax assessment and discover how much you could be saving.