Comprehensive Tax Plan
Minimize Your Tax Liabilities
Clear Wealth Management
Legal Entity Optimization
26 of the Wealthiest Billionaires Paid an Effective Tax Rate of 4.8%
93% of Small Businesses are Overpaying on their Taxes.
Without replacing your current CPA, we give you access to Advanced Tax Strategies that the ultra-wealthy use to pay these low rates. They do it, why shouldn't you?
When it comes to taxes, everyone wants to pay as little as legally and ethically possible. The ultra-wealthy have access to advanced tax strategies that allow them to pay incredibly low rates.
With ProTax.ai, now you can too. We either find substantial tax savings beyond what your current CPA/Tax person has implemented, or we can't charge you, it's our Guarantee. You've got nothing to lose and 10's of thousands (or more) to gain.
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.
At the heart of our service is the development and implementation of personalized 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.
With over 20 years of experience, her specialty in forensic accounting means she’s skilled at uncovering financial insights that others may miss, which translates into more effective strategies and savings for our clients.
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.
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.
save Millions on their taxes
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.
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.
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.
Yes, we utilize the industry standard for safe document transfer and storage. Your personal and financial information is safe with us.
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 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.
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.