What We Do?

Nearly 4 million Registered Nurses in the US are paying the highest marginal tax rate of 39%, with very few deductions allowed to RNs after the Trump Tax Law enacted in 2017. The current tax law is not favorable to RNs; and the IRS and the states want as much as they can get using 7,000 pages of tax code— when tax regulations and tax guidelines are included, it's upto 75,000 pages.

We know the Tax Law, fully understand the Tax Code and have developed our own proprietary Artificial Intelligence (AI) tools to do Tax Planning and Preparation for:

• high income professionals and Registered Nurses,
• wealthy going thru divorce; death; or planned transfer of wealth,
• entrepreneurs with multiple sources of income and options grant,
• retirees with substantial income from early withdrawals or RMDs,
• early withdrawals from IRAs and pension plans,
• special situation tax filers reporting windfalls from winnings, legal cash settlements, and inheritance from transfer of wealth.

Each case is unique and we use AI to do research, due diligence, tax planning, and tax preparation-- based on interpretation of the current tax law and macro tax filing strategy within the current tax law and follow the tax code.