We Don't "DO" Tax Season. We DESIGN advanced tax strategies.
Strategic tax planning for business owners and high-income earners making $150K+ who are tired of reactive tax prep and ready for proactive wealth protection.
Complimentary 30-minute strategy session • No obligation
Strategy happens BEFORE December 31st, not during tax season
We partner with your CPA—we don't replace them
Tax strategy and wealth protection, not just compliance
Protection Strategist & Legacy Planner
As founder of Tailored Tax Solutions, Kelly brings a unique approach to tax planning that goes beyond simple compliance. Her focus is on proactive wealth protection and legacy building for business owners who refuse to overpay on taxes.
Strategic Focus: Tax planning designed BEFORE December 31st, not after
Partnership Approach: We enhance your existing CPA relationship
Premium Service: For business owners and high-income earners making $150K+
"We don't do tax season. We design tax strategies."
This philosophy drives everything we do at Tailored Tax Solutions. Your tax strategy should work for you year-round, not just in April.
Most business owners think they're doing everything right. They file on time, pay their CPA, and assume that's all there is to it.
Tax prep looks backward at what already happened. Tax strategy looks forward to minimize what you'll owe.
By tax season, your opportunities are gone. Real tax savings happen BEFORE December 31st.
Without proactive planning, you're paying more than legally required—year after year.
Our proprietary tax strategy framework designed to help business owners legally reduce their tax burden through proactive, year-round planning.
Deep dive into your business structure, income sources, and current tax situation to identify overlooked opportunities.
Implement your tax strategy with clear action steps, working seamlessly with your existing CPA and financial team.
Ongoing monitoring and adjustments to protect your wealth and maximize savings as your business evolves.
Ethical strategies that comply with IRS regulations
Proactive strategies, not reactive tax prep
We work with your team, not against them
If you're tired of reactive tax prep and ready for proactive wealth protection, we're here to help.
Entrepreneurs and small business owners looking to optimize their tax structure and protect their profits from unnecessary taxation.
Doctors, lawyers, consultants, and other professionals earning $150K+ who want strategic tax planning, not just compliance.
Businesses experiencing growth who need sophisticated tax strategies to scale efficiently and preserve capital.
Individuals focused on long-term wealth accumulation who understand that keeping more of what you earn accelerates financial freedom.
You're making $150K+ annually and feel like you're overpaying on taxes
You want a proactive tax strategy, not just reactive preparation
You're ready to invest in keeping more of what you earn
You value expertise and strategy over commodity pricing
Tax preparation tells you what happened. Tax strategy determines what will happen. The difference? Thousands of dollars kept in your pocket.
Most tax-saving strategies must be implemented BEFORE the year ends. Once January 1st hits, your opportunities for the previous tax year are gone forever.
Business owners without strategic tax planning often overpay by 15-30% annually. That's money that could be reinvested in growth, retirement, or building lasting wealth.
We use IRS-approved strategies that wealthy individuals and corporations have used for decades. Everything we do is legal, documented, and defensible.
100%
IRS Compliant
Legal & Ethical
| Aspect | Traditional Tax Prep | Strategic Tax Planning |
|---|---|---|
| Timing | January - April | Year-Round |
| Focus | Compliance & Filing | Strategy & Optimization |
| Approach | Reactive | Proactive |
| Goal | File Correctly | Minimize Tax Burden |
| Value | Avoid Penalties | Keep More Money |
| Partnership | Transactional | Strategic Partner |
Schedule your complimentary 30-minute strategy session with Kelly B. Hunter, Protection Strategist and Legacy Planner.
Free Consultation
30-minute strategy session
Tax Assessment
Identify savings opportunities
No Obligation
See if we're the right fit
Prefer to Talk First?
"We partner WITH your CPA. We don't replace them. We enhance your tax strategy team."