Tailored Tax Solutions - Strategic Tax Planning for Business Owners
Private Client Services

Keep More of
What You Earn

Strategic tax architecture for discerning business owners and high-income professionals who demand precision over compliance.

CPA Partnership
25+ Years Experience
IRS Representation
What We Do

Strategic Tax
Architecture

We design comprehensive tax strategies that protect wealth, minimize liability, and create generational advantage.

For clients facing IRS challenges, we provide strategic resolution—reclaiming your peace of mind and financial standing.

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Tax Strategy

Proactive planning to minimize your tax burden and preserve wealth across generations.

IRS Resolution

Strategic representation for IRS issues, back taxes, liens, levies, and audits.

CPA Partnership

We collaborate with your existing CPA—we enhance, never replace, your team.

Year-Round Partnership

Continuous strategic guidance—we don't just file, we engineer your tax position.

Client Success

What Our Clients Say

Hear from discerning clients who've preserved and multiplied their wealth through strategic tax architecture.

"Working with Tailored Tax Solutions was transformative for my business. Their strategic approach saved me significantly, and I finally have peace of mind knowing my tax position is engineered—not just filed."

SM

Sarah M.

Small Business Owner

"I was overwhelmed by IRS notices and penalties. Tailored Tax Solutions stepped in with strategic precision, negotiated effectively, and restored my financial standing. I cannot overstate their expertise."

DL

David L.

Entrepreneur

"Their Keep More Protocol™ is exceptional. They didn't simply file my taxes—they showed me how to structure my wealth strategically to minimize liability year after year. True partners in building generational wealth."

JK

Jennifer K.

Real Estate Investor

Tax planning wooden blocks with calculator

Your CPA documents what already happened.
That's compliance.
We engineer what happens next so you get to KEEP MORE.
That's strategy.

Learn More About Kelly
Who We Serve

Discerning Clients

We serve business owners and high-income professionals who understand that tax strategy is wealth strategy.

Business Owners

Entrepreneurs seeking to optimize tax structure and protect profits from unnecessary taxation.

High-Income Professionals

Physicians, attorneys, executives, and consultants earning $150K+ who demand strategic tax architecture.

Growth Companies

Businesses scaling who require sophisticated tax strategies to preserve capital and accelerate growth.

IRS Resolution

Individuals facing back taxes, liens, levies, or audit representation. We negotiate to stop collections.

Wealth Builders

Individuals focused on long-term wealth accumulation who understand that keeping more accelerates financial freedom.

Real Estate Investors

Property investors optimizing depreciation, 1031 exchanges, and entity structuring for maximum efficiency.

Is This You?

You're making $150K+ annually, you're ready to invest in strategic planning, and you value expertise over commodity pricing.

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Common Questions

Frequently Asked

Still have questions?

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Get In Touch

Start Your
Strategy

Ready to stop overpaying and start preserving what you've built? Request a private consultation to discuss your tax architecture.

Hours

Monday — Friday: 9am — 6pm EST

We partner WITH your CPA. We don't replace them.

Request Consultation

Complete the form below and we'll be in touch within 24 hours.

All inquiries are handled with strict confidentiality.

The Difference

Why Strategic
Tax Planning Matters

Most people treat taxes as a compliance exercise. We treat them as a strategic advantage.

Strategy Before December 31st

Tax planning done right happens BEFORE the year ends—not after. We design your strategy in advance so you're not scrambling in tax season.

The Whole Picture

We consider your business, investments, estate, and long-term goals. No isolated solutions—we engineer comprehensive tax architecture.

Your CPA Partnership

We work WITH your existing CPA. You're not replacing your team—you're adding strategic expertise to maximize your position.

IRS Expertise

When IRS issues arise, we step in as your authorized representative. We stop collections, negotiate settlements, and protect your rights.

Traditional vs. Strategic

Service
Traditional
Tailored Tax
Timing
April Filing
Year-Round
Focus
Compliance
Optimization
Approach
Reactive
Proactive
IRS Support
None
Full Representation
Value
Basic Filing
Wealth Protection
Free Strategy Session

Ready to Stop Overpaying?
Let's Talk Strategy

Schedule your complimentary 30-minute strategy session with Kelly B. Hunter. No obligation—just a conversation about your tax position.

Free Consultation

30-minute strategy session

Tax Assessment

Identify savings opportunities

No Obligation

See if we're the right fit

Schedule Free Strategy Session

We partner WITH your CPA. We don't replace them.