YOU DESERVE A TAX STRATEGY THAT EFFECTIVELY SUPPORTS YOUR GOALS.
🚨 High-Income Earners
You’re Overpaying the IRS—And It’s Worse Than You Think.
If you’re making $500K, $1M, or more per year, the IRS is quietly draining your wealth—not because you’re doing anything wrong, but because no one has shown you how to stop it.
💸 How much have you already lost in unnecessary taxes?
💸 How much will you lose over the next decade if you don’t fix it?
💸 What would your life look like if that money stayed in your pocket instead?
👉 The ultra-wealthy don’t pay more than they have to—why should you?
At Prime Path Advisory,
we don’t just “do your taxes.”
We engineer a permanent tax strategy
that ensures you keep more of what you earn—year after year.
🚀 Most of our clients save $50K–$150K per year, some much more.
The best part?
✅ You don’t have to lift a finger—we handle everything for you.
The Best Tax Strategies Aren’t on Google—But We Implement Them for You.
💡 If it was as simple as Googling “how to lower my taxes,”
high earners wouldn’t be losing millions every year.
Most tax strategies you find online are basic, surface-level solutions:
“Max out your 401(k).”
“Open a Donor-Advised Fund.”
“Write off business expenses.”
While these tactics might help, they barely scratch the surface of what's possible. The truth? The best tax-saving strategies are buried in the tax code—hidden behind complex financial structures that most CPAs never touch.
💡 You won’t find these tax strategies in a Google search, but you will find them inside the financial playbooks of billionaires, hedge fund managers, and corporate executives.
🚨 If you don’t have a tax plan, you’re not in control of your wealth—the IRS is.
Why Can’t You Find These Strategies Online?
Because the wealthiest people don’t publish their tax strategies on blogs. They work with elite tax professionals who:
✅ Leverage advanced tax credits, investment structures, and asset positioning to eliminate massive tax liabilities.
✅ Read between the lines of the IRS tax code to find overlooked opportunities.
✅ Understand legal structuring that CPAs & financial advisors don’t specialize in.
✅ Implement strategies that are 100% legal—but rarely discussed in mainstream finance.
🔹 Just a Few Docusigns, and We Can Save You Tens of Thousands to Hundreds of Thousands Per Year.
Our process is simple, but the impact is massive.
Here’s how we make sure you never overpay again:
STEP #1
Discovery
📌 We analyze your financial situation and calculate exactly how much you're overpaying.
📌 We identify the biggest tax-saving opportunities that apply to your specific income and assets.
📌 We create a customized tax strategy designed to legally minimize your tax liability.
🚀 Most high-income professionals find out they’ve been losing six figures (or more) without realizing it.
STEP #2
Year-Round Planning
📌 We don’t wait until tax season—strategy happens all year.
📌 We adjust your tax plan as income, investments, and tax laws change.
📌 We ensure every dollar you make is taxed at the lowest legal rate possible.
🚨 Tax savings don’t happen in April—they happen when you plan ahead.
STEP #3
Implementation & Filing
📌 We don’t just give you a strategy—we execute it for you.
📌 We ensure every tax deduction, credit, and legal loophole is fully optimized.
📌 We handle your tax filing, so everything is compliant and tax-efficient.
🚀 While others scramble to "get their taxes done," our clients sit back knowing they’ve already won the tax game.
Our Services
We Handle Everything for You.
High-Income Tax Strategy & Advanced Tax Planning
💡 If you’re making six or seven figures, you are almost certainly overpaying in taxes.
We restructure your income, investments, and deductions to lower your tax burden permanently.
We implement legal tax-saving strategies that the wealthy use every year.
We include tax filing in our advisory packages—so everything is optimized and compliant.
🚨 If your tax strategy isn’t being handled proactively, you’re paying too much.
Leveraged Donation Deductions (Supercharged Charitable Deductions)
💰 Give to Serve Others, Yet Deduct More
Create a massive tax deduction with a fraction of the donation amount.
Your deduction is structured to be worth multiple times the actual contribution.
Used by the ultra-wealthy for years—now available to you.
🚀 If you’re giving to charity without optimizing deductions, you’re doing it wrong.
Leveraged Solar Asset Purchases (Tax Credits + Bonus Depreciation on Steroids)
💰 Turn Your Tax Bill Into an Investment
Massive upfront tax deductions using leveraged financing.
Tax credits AND bonus depreciation for immediate savings.
Generates passive income instead of handing money to the IRS.
🚨 Every year you don’t use this strategy, you’re losing 5-6 figures to the IRS.
Discounted Roth Conversions (Convert at a Lower Tax Rate & Recover the Value)
💰 Convert at a Lower Tax Bill,
Then Restore Your Wealth
We invest your money into a vehicle that temporarily decreases in paper value—purely on paper.
You convert at a deep discount, drastically lowering your tax bill.
Your investment restores its value (plus ROI) inside the Roth, meaning future growth is now tax-free.
🚀 This isn’t just a Roth conversion—it’s a way to hack the tax code for higher returns.
R&D Tax Credits – Recover Thousands in Overpaid Taxes
The government wants to reward businesses for innovation—are you taking full advantage?
Your business could be eligible for massive tax credits—without changing anything about how you operate.
We analyze your expenses, wages, and projects to ensure you claim every dollar available.
This is cash back to your business—NOT a deduction, but an actual tax credit.
🚀 Most businesses leave thousands (sometimes millions) of dollars in R&D credits unclaimed. We fix that.
Bookkeeping & Financial Oversight – The Foundation of Tax Strategy
💡 If your books aren’t in order, you’re probably missing tax savings.
We handle your bookkeeping, so your financials are always clean and tax-ready.
We ensure every tax deduction is properly recorded—so nothing is left on the table.
We help you identify areas where financial efficiency can be improved.
🚀 Good bookkeeping isn’t just about compliance—it’s the key to a lower tax bill.
Who We Serve
We work with individuals, households, and businesses making $500k or more.
In practice, this will include a lot of:
If you’re making multiple six or seven figures per year, the IRS is counting on you to just accept your tax bill without question.
But the wealthiest people don’t accept high taxes—they use the system to their advantage.
🚀 If you fall into one of these categories, you are almost certainly overpaying:
Doctors
Lawyers
Business owners
Software engineers
Data scientists
Consultants
Financial advisors
Private equity partners
Venture capitalists
Real estate developers
Account executives
Professional athletes
TRY IT RISK FREE
100% Money Back Guarantee
We are so confident in our work that we put forth the best guarantee in our industry. If at any point in the first year of working with us you're dissatisfied with our work for any reasons, you can ask for a partial or full refund and we'll give it to you, no questions asked. This means we can work with you throughout the year, we can file your taxes and if for whatever reason you aren't satisfied, we'll give you your money back and you can keep the tax savings.
Making Tax Savings Simple
I've made it my mission to help high-income earners (just like you and me) maximize their take-home income. I'm going to do everything I can to help you and your family learn the tax game and never overpay on taxes again.
Here are some quick numbers about our clients:
Unlike other tax advisory firms who focus on retirement or charitable giving accounts to defer taxes, we help you save on taxes permanently, and keeping the money available & in your control.
5,000+
We've done this 5,000+ times across 1,000+ clients over 8+ years
0.06% Audit
Our audit rate is 0.06% (see if your CPA is willing to disclose theirs) (and 100% of them passed with a no-change conclusion)
100%
We provide full audit support for all of our strategies, so you can rest easy knowing that we've got your back..
400% ROI
Most of our clients see a 400% ROI or more, when working with our team (that's 40 times the S&P 500's typical return)
Millions
Some of our clients save millions each year by working with our team
25+ Years
Our team is composed of EAs, CPAs, MBAs, and tax attorneys (some of which with 25+ years of experience in the space)
How we differ
If your CPA isn't saving you money on taxes, they're not operating as a tax strategist and you're paying more than you need to. Most CPAs are focused on volume & compliance vs working closely with their clients to minimize their taxes through legal and creative structures. We believe that if you are a high income earner, your accountant should be making you money.
And unlike other tax advisory firms who focus on retirement or charitable giving accounts to defer taxes, we help you save on taxes permanently and keeping the money available & in your control
We don't rely on real estate to help our W-2 clients save on taxes. We understand your time and mental peace is valuable, so instead, we specialize in multiple niche strategies that work especially well.
Focus on What Matters to you.
LET US HANDLE THE REST.
If you’re ready to break free from financial worries and live a life of freedom and fulfillment, we’re here to help.
Accuracy. Integrity. Trust.
Financial Success
Navigating Your Numbers
Driving Growth
Financial Excellence Delivered.
100%
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567+
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900K
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245+
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Partnering for Financial Success.
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