YOU DESERVE A TAX STRATEGY THAT EFFECTIVELY SUPPORTS YOUR GOALS.
Our Services
Keep More of Your Money, Legally & Permanently
🚨 The IRS Has a Plan for Your Money—Take It Back.
Most high earners accept their tax bill as an unavoidable cost of success. That’s exactly what the IRS wants you to think.
Here’s how we make sure you never overpay again:
💸 You don’t have a high tax bill because you’re successful—you have a high tax bill because no one has shown you how to legally reduce it.
💸 The wealthiest individuals don’t just “file their taxes”—they use the system to pay as little as possible.
💸 If you aren’t actively structuring your taxes for savings, you’re handing money to the government for no reason.
That’s where we come in.
At Prime Path Advisory, we don’t just help you “do your taxes.” We build a system that ensures you never overpay again.
The best part?
🚀 We do all the work for you—so you can focus on earning while we focus on protecting your wealth.
🔹 Done-for-You Advanced Tax Strategies
If you’re making six or seven figures, you are almost certainly overpaying in taxes.
Your CPA might file your return—but are they actively working year-round to lower your tax burden?
🚨 If not, you’re already losing.
✅ We analyze your current tax situation and pinpoint exactly how much you're overpaying.
✅ We restructure your income, investments, and deductions to permanently lower your tax liability.
✅ We execute and implement tax-saving strategies for you—no DIY, no guesswork.
✅ We handle your tax filing as part of our advisory packages, ensuring everything is compliant and optimized.
💡 Most of our clients save between $50K–$150K per year. Some save much more.
🚀 Here’s how we make sure you never overpay again:
✔ Leveraged Donation Deductions
💰 Give Less, Deduct More
Create a massive tax deduction with a fraction of the donation amount.
Structured so your deduction is worth multiple times the actual contribution.
Used by the ultra-wealthy for years—now available to you.
✔ Leveraged Solar Asset Purchases
💰 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.
✔ Discounted Roth Conversions
💰 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.
R&D Tax Credits –
Recover Thousands in Overpaid Taxes
The government wants to reward businesses for innovation—are you taking full advantage?
Many companies don’t even realize they qualify for Research & Development (R&D) tax credits.
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.
Business Tax Structuring & Entity Optimization
If you own a business and you aren’t optimizing your tax structure, you’re burning money.
LLCs, S-Corps, and C-Corps all have different tax advantages—are you using the right one?
Your compensation structure (salary vs. dividends) could be costing you six figures in unnecessary taxes.
Retirement plans, deductions, and legal loopholes can create major savings—if they’re set up correctly.
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.
How Much More Are You Willing to Lose Before You Take Action?
💡 You’ve already given away hundreds of thousands to the IRS.
💡 If you do nothing, that number will keep growing.
💡 The only way to stop overpaying is to start implementing strategies today.
🚨 Every day you wait is another day you lose money. Let’s fix it—permanently.
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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