Apply for Access

Three years
of returns.
One conversation.

Every submission is reviewed personally. If there's an opportunity in your tax history, you'll hear from us directly within 48 hours. No obligation until you decide to move forward.

Minimum $100K annual tax bill required
All submissions reviewed personally within 48 hours
No obligation until you decide to move forward
You can keep your existing CPA — we work alongside them
All strategies are fully IRS-compliant

Contact Information

Tax History — Line 24

Line 24 is your total tax on your 1040. This is what sizes the opportunity.

Include quarterly estimated payments

Income & Financial Profile

If you can forecast further years, include them here
1099 or investment income
Rents, dividends, cash flow
Not including primary residence

Business Details

If known — helps us identify MERP strategy potential

Financial Goals

Select all that apply

Anything Else

Upcoming transactions, specific situations, or anything else we should know

* Required fields. All information is confidential and never shared with third parties.

Every application is reviewed personally within 48 hours. No obligation. No sales pressure. Just a direct conversation about whether there's an opportunity in your situation.