Hello! I'm Mitch Monson, CEP®

Hello! I'm Mitch Monson, CEP®

Stop letting the IRS be your silent partner.

You're enjoying unordinary success, now you need an uncommon plan to make financial freedom unavoidable!

High earners overpay because no one models strategy in advance. Tax returns report history... Tax planning changes outcomes.

A Fully Modeled, Proactive Tax Strategy

Maybe you've heard something like this from your CPA at tax time, "be grateful to pay taxes, it means you're winning!"

But most CPAs aren't even covering the basics, like redirecting a portion of current-year taxes to fund a tax-deductible executive bonus program [IRC 162(e)(3)] or employee defined benefit plan [IRC 412(e)(3)].

Usually, CPAs aren't licensed to establish such programs and are often too busy with compliance /filing to explore other options, like leveraged charitable giving [IRC 170]. 

*The greater your annual tax bill, the more important it is to have the right strategy - that's where we come in. 

What Makes This Different


1040 review and opportunity identification  |  Entity optimization analysis  |  Retirement integration modeling  |  Multi-year projections  |  CPA coordination  |  Quarterly oversight

We first assess the opportunity, then facilitate execution and confirm outcomes.

We'll show you what's possible with well-established tax code and lead implementation of appropriate solutions. Schedule a complementary review to explore options that may improve your situation.

Make an Appointment

Your tax strategy can have significant impacts on your wealth

Our job is to make sure you have the right strategy, so you don't overpay. 

Although we don't guarantee a specific tax savings number or percentage (no reputable professional should), we do guarantee:

  • Full modeling before implementation
  • Documented execution roadmap
  • CPA coordination
  • Ongoing oversight

All this with a No-Fine-Print Satisfaction Guarantee... If, at any time during delivery or implementation of your strategy, you don't feel confident in the clarity, structure, or value: we will refine it to your satisfaction or refund the planning fee.

  • No savings thresholds
  • No performance clauses
  • No hidden conditions
  • Absolutely no hassle

Confucius said, "success depends upon previous preparation, and without such preparation there is sure to be failure." We'll help you continue your trend of success, while making sure you're not giving more to the IRS than you must! 

If Your Income Is Complex, Your Tax Strategy Should Be Too

If Your Income Is Complex, Your Tax Strategy Should Be Too

Designed for business owners & high-income professionals, we employ a structured, disciplined and proactive approach. Due to limited client capacity, schedule your free assessment to see if you qualify.