0
Client Reviews
$5,000 - $15,000
Monthly Fixed Fee
$150K
Minimum Annual Income
$0
Minimum Annual Revenue
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Financial Requirements
Minimum Annual Revenue
N/A
Minimum Annual Income
$150,000
Specialties We Work With
Services We Offer
✔ Accounts Payable/Receivable
✔ Business Tax Preparation
✔ Individual Tax Preparation
✔ Tax Preparation
✔ Trust & Estate Planning
✔ Advisory Services
✔ Bookkeeping
✔ Business Formation
✔ Fractional CFO Services
✔ Tax Planning & Strategy
Our Ideal Client Profile
Our ideal client earns $150K+ as a W-2 earner, investor, business owner, or entrepreneur—and is frustrated with CPAs who just file returns and collect fees. You know you're overpaying but don't know what options exist. You want a tax strategist who proactively finds savings, not an accountant who waits for you to ask. You're ready to keep more of what you earn.
We're Probably Not A Good Fit If
✗ Budget-focused filers seeking the cheapest option "If you're looking for the lowest-cost tax prep and just need a simple return filed, we're not the right fit. Our services are designed for clients who value strategy and savings over the lowest fee.
✗ Earners under $150K with simple tax situations "If you earn under $150K with a straightforward W-2 and no investments, business income, or complex assets, our advanced strategies likely won't provide enough benefit to justify the investment.
✗ People who want advice but won't take action "If you're looking for information but aren't ready to implement strategies, we're not a match. Our clients are action-takers who want to move forward, not just explore ideas indefinitely.
Transparent Pricing
Individual Tax Return
$1,000 - $5,000 Project-Based Fee
Expert tax preparation for high earners ($150K+) and advanced tax strategy services including Solar ITC, Short-Term Rental benefits, Rollback Roth Conversions, and year-round strategic planning.
Business Tax Return
$1,500 - $10,000 Project-Based Fee
Comprehensive business tax preparation for LLCs, S-Corps, partnerships, and sole proprietors. We go beyond compliance to identify deductions and strategies that reduce your tax burden year over year.
Tax Strategy Assessment
$2,500 - $25,000 Project-Based Fee
Personalized tax strategy assessment for high-income earners. We analyze your financial picture to identify which IRS-approved strategies can save you the most—and create a roadmap to implement them.
CFO Services
$5,000 - $15,000 Monthly Fixed Fee
Fractional CFO services for business owners who need strategic financial leadership without the full-time cost. Cash flow management, forecasting, and financial strategy aligned with tax optimization.
Tax GPS Group's Tech Stack
About Tax GPS Group
Your CPA files taxes. We find money they miss. Tax GPS Group provides expert tax preparation and advanced tax planning for high-income earners ($150K+), investors, business owners, and entrepreneurs. We're tax strategists, not just accountants—going beyond compliance to proactively identify savings opportunities most CPAs don't know or don't offer. Our IRS-approved strategies include Solar Investment Tax Credits, Short-Term Rental loopholes, Rollback Roth Conversions, and Equipment Leasing investments. Whether you need strategic tax prep, year-round planning, or help implementing advanced strategies, we work for you—not the IRS.
Stop Overpaying in Taxes
Find out which IRS-approved strategies can save you the most. Schedule your free tax strategy assessment today.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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