Founder
I spent a decade as a senior software engineer at Uber watching colleagues - people earning large sums of money - hand a third of their income to the IRS and never question whether it had to be that way.
So I went deep on the tax code and treated it like an engineering problem: predictable inputs, optimizable outputs. The strategies that came out of that work are now deployed across every Prime Path Advisory engagement - and they've kept millions of dollars in the hands of the people who earned them.

David Tran · Founder & CEO
“Most advisors react in April. We plan in October - that's where the savings live.”
The team behind the plan

Senior Tax Advisor
Deen builds and reviews the strategies. CPA, Master's in Law & Accounting from LSE, and 20+ years across complex filings - entity structuring, multi-year compliance, amended returns, the situations most preparers hand back.

Tax Advisor & Reviewer
Marlon reviews every return before it's filed - and he spent his career inside the IRS before joining us. That means your return gets read the way an examiner would read it, before anyone at the IRS ever sees it.
Our approach
Most high-earning professionals have a great accountant and a terrible tax outcome. The reason is structural: compliance and strategy are different jobs, and your CPA was hired to do the first one. We do the second - proactively, year-round, with a team built specifically for high-income W-2 earners.
01
Strategy designed throughout the year - not summarized in April. By the time most clients file, the savings are already locked in.
02
The myth that high-W-2 earners have no options is the most expensive belief in personal finance. Every strategy we deploy is legal, documented, and IRS-defensible.
03
Tax attorneys, CPAs, and wealth strategists working from the same plan - not against each other.
Book a discovery call and see what proactive tax planning can do for your business.
Book your free strategy call →