Comprehensive Tax Plan
Minimize Your Tax Liabilities
Clear Wealth Management
Legal Entity Optimization
If You Owe $50,000, $100,000 or $1,000,000+ in Taxes,
Don’t Miss This Limited-Time Opportunity to Save Thousands
Schedule Your FREE 45-Minute Consultation Today!
💸 Stop Overpaying the IRS and Start Keeping More of Your Hard-Earned Money! 💸
Discover Proven Strategies to Slash Your 2024 Tax Bill and Plan Ahead for Massive 2025 Savings... See How Much You Could Save!
The truth is, traditional tax prep doesn’t cut it when keeping more of your money where it belongs—in your pocket. Tax laws are complicated, but that doesn’t mean you have to overpay. With time-sensitive strategies and expert planning, you could drastically reduce your tax burden in 2024 while setting yourself up for even bigger savings in 2025.
Are you tired of seeing six-figure tax bills year after year? Most high-income earners like you unknowingly leave thousands of dollars on the table.The truth is, traditional tax prep doesn’t cut it when keeping more of your money where it belongs—in your pocket. Tax laws are complicated, but that doesn’t mean you have to overpay. With time-sensitive strategies and expert planning, you could drastically reduce your tax burden in 2024 while setting yourself up for even bigger savings in 2025.
Book Your Call With ProTax Team
Maximize Your Savings With ProTax's Strategic Expertise.
Our team specializes in helping high-income earners take control of their taxes.
Time-Sensitive Tax Strategies: Apply exclusive methods—like advanced depreciation and investment credits—that can reduce your 2024 taxes, but only if you act fast!
Proactive 2025 Tax Planning: Don’t wait until the end of the year. Start now to lock in savings for next year and beyond.
Personalized Tax Advice: Forget one-size-fits-all solutions. Our approach is tailored to your unique financial situation, ensuring maximum savings.
With just 15-45 minutes, we can assess your tax situation and show you exactly how much you could save.
Who this Works For
This opportunity isn’t for everyone—but if you’re a high-income earner looking to reduce your tax burden and keep more of what you earn, this is for you. Here’s who benefits the most from our strategies:
💼 Business Owners and Entrepreneurs - If you’re running a thriving business, we can help you uncover tax-saving opportunities specific to your industry and structure.
📊 Executives and Corporate Leaders - High salaries often come with high taxes. Our strategies will help you minimize your liabilities and retain more income.
🏡 Next-Door Millionaires - Whether you’ve built wealth through real estate, investments, or your career, we specialize in strategies that protect and grow your assets.
👩⚕️ Doctors and Medical Professionals - With demanding schedules and complex financial situations, we help you save time and money while maximizing your earnings.
🦷 Dentists and Practice Owners - Running your own practice comes with unique tax challenges—we’ll show you how to overcome them and keep more profit.
If you fall into one of these categories and owe $100,000+ in taxes, this is your chance to reclaim thousands with expert tax planning tailored to your needs.
What You’ll Gain When You Schedule Your FREE 45-Minute Consultation Today!
📉 Reduce Your 2024 Tax Bill: This year, keep thousands more in your pocket.
📈 Maximize Future Savings: Build a strategy for long-term tax reduction.
⏳ Save Time and Stress: Let us handle the complexities while you focus on what matters most.
💡 Expert Guidance You Can Trust: Work with specialists who navigate high-income tax scenarios.
Time Is Running Out
The opportunity to reduce your 2024 tax burden ends soon. After that, it’s too late. Don’t wait until the last minute—secure your spot for a complimentary consultation today and take the first step toward saving thousands.
Proven Tax Strategies Plus Audit Insurance
our commitment to stand by you
We provide you with extensive documentation and substantiation for every strategy we implement.
Beyond that, our included Audit Insurance has our team standing beside you,
should you ever need that for any of the strategies we implement for you.
Proven Tax Strategies, plus
Audit Insurance. Our commitment to stand by you.
We provide you with extensive documentation and substantiation for every strategy we implement. Beyond that, our included Audit Insurance has our team standing beside you, should you ever need that for any of the strategies we implement for you.
Comprehensive Tax Plan:
We go beyond the basics to create a tax plan that encompasses every aspect of your finances. From smart investment planning to strategic estate management, we ensure every decision is tax-optimized.
⦿ Aligning your investments for optimal tax benefits.
⦿ Designing retirement strategies that balance enjoyment and efficiency.
⦿ Ensuring your legacy and charitable giving are both meaningful and tax-smart.
Legal Entity Optimization:
Asset Protection:
Retirement Planning:
Wealth Management:
Core Strategy:
At the heart of our service is the development and implementation of bespoke tax strategies. We consider your entire financial landscape to craft approaches that maximize your tax savings.
⦿ Creating a unique strategy that fits your financial goals.
⦿ Concentrating on strategies that yield the greatest tax savings.
Meet Your Team
Our team works diligently for you, to deliver advanced tax strategies,
research, planning, and compliance services.
MICHAEL MOFFA, AIF®, AWMA®,CRPC®, CEPA®
Chairman | Private Wealth Advisor
Michael is deeply involved in providing personalized financial guidance to our clients, ensuring a secure and prosperous financial future.
STEPHANIE VORWIG, MAcc, CPA
Vice President of Client
Advisory Services
Stephanie brings her expertise in forensic accounting to assist our clients with a wide range of financial needs. She’s skilled at uncovering financial insights that others may miss, which translates into more effective strategies and savings for our clients.
MICHAEL FURDOCK, J.D.
Tax Compliance Attorney
Attorney, entrepreneur, and your proactive tax strategy partner. With a strong background in contract law and tax compliance, Michael brings a practical and results-driven mindset to the ProTax.ai team.
NICK TURNER, CPA, CFP
Lead Tax Director
With over a decade at KPMG Nick has the skills necessary to develop and execute precise tax strategies that deliver real, bottom-line benefits. Trust in Nick and our team to craft a tax plan that works for you.
Here's how we do it...
We will work directly with your CPA to make sure you are paying the lowest tax rate, legally and ethically possible.
Tax Assessment
Our team becomes your team. We conduct thorough analyses of your tax situation. We perform comprehensive reviews and in-depth assessments to craft tailored strategies which will significantly reduce your tax bill. Our meticulous approach, we ensures that every possible saving is uncovered.
Tax Strategy
Our approach is proactive and predictive. We stay ahead of tax law changes and adapt strategies swiftly to ensure they’re effective and compliant. With ProTax.ai, your tax strategies are always smart, up-to-date, and tailored to maximize your benefits within the bounds of the law.
Tax Implementation
ProTax.ai is hands-on throughout the year. We meet with you quarterly to review your financials, both business and personal, and adjust strategies in real-time. This approach prevents overpayment and maximizes your tax savings every step of the way.
What you get With ProTax.aI
Amazing AI Plus our Team of Experienced Professionals
We have helped Our Clients
save millions on their taxes
Frequently Asked Questions
Questions? We’ve got you covered.
I already have a great CPA/Tax person, why would I use you?
Most of our clients have great CPA's. We prefer that you do, it makes our job easier as they can provide the best information about your current tax situation. We will coordinate and work directly with your current CPA.
Here's why you would use us: Your current CPA has taken you to the lowest tax rate they can, but you still owe $50k a year or more. If we can't find savings beyond what they already have, we can't charge you. It's our guarantee.
What do you mean by Audit Insurance?
First, we provide you and your CPA with a complete package for each strategy.
These packages provide you with all of the documentation and substantiation that the IRS should need to see, in an easy to read format.
This assures that, should an audit for one of our strategies ever happen, you only need to send this information and it should stop those questions right in their tracks.
And, should the IRS need more, our Audit Insurance means that we will be there, by your side, defending any and all of our strategies we have implemented with you.
What is this AI tax software, and how does it work?
Our software leverages the power of artificial intelligence to analyze your financial information and provide tailored tax-saving strategies. It has been trained on the entire US tax code. Over 75,000 pages containing over 1,500 strategies, some of which, we will match to your personal situation and present to you substantial savings.
Is my personal and financial information secure when using this software?
Yes, we utilize the industry standard for safe document transfer and storage. Your personal and financial information is safe with us.
Can this software help with both personal and business taxes?
The software is designed to help people with their personal taxes. We can advise you on strategies that are affected by your business, but ultimately, we're going to reduce your personal taxes.
How much can I save using this software?
How much you save depends in a large part on how much you usually pay. Our clients save, on average $30,000 to $50,000, but we've saved clients 100's of thousands and one client saved $2.6 million.
Do I still need to consult a human tax expert in addition to using this software?
Absolutely! This software is a tool that our team of experts use to help them save you on your taxes. Our Executive committee ranges from a former KPMG CPA, to one of our founders with over 20 years in wealth management. We've got tax lawyers and a forensic CPA on the team. So, yes, our team of "humans" is here to make sure you pay the least amount in taxes as legally and ethically possible.
Start your journey to significant tax savings with
ProTax.ai today!
ProTax.aI puts Your money back into Your Pocket.
