How We Work

Setting a New Standard in Tax Planning

Forward-looking strategy. Unmatched credentials. AI-powered insight.

107+

Years combined expertise across our tax advisors

8

OF TAXPAYERS USE THE CODE TO ITS FULLEST

Only 1%

OF TAXPAYERS USE THE CODE TO ITS FULLEST

FOR HIGH-INCOME PROFESSIONALS, ENTREPRENEURS,

REAL ESTATE INVESTORS & MULTIGENERATIONAL FAMILIES

Planning for: Income taxes · Estates · Real Estate · Trusts · Business

Three ways we help you save on income & estate taxes



Past Actions

We review what you’ve done in past and identify ways those actions could have been structured.



Current Activities

We analyze what you’re doing now and implement strategies to make it more tax-efficient going forward.



Future Plans

We evaluate your future goals and design a plan to achieve them in most tax-efficient way possible.

Looking Forward, Not Backward

Fewer than 1% of taxpayers take full advantage of the benefits available under the Internal Revenue Code. We exist to change that — by collaborating with our clients year-round, looking into the future to plan, instead of looking to the past.

In a crowded field of tax services, The Tax Solutionist stands apart. Our distinctiveness is not just an extensive array of professional tax advisor credentials or the depth of our experience — it is our singular focus on tax planning for the future, powered by AI tools that work exclusively on identifying opportunities our peers overlook.

Forward-Looking

We plan for tomorrow’s tax bill, not just file yesterday’s. Our work happens year-round, not at the deadline.

Planning-Only Focus

No compliance work means no distractions. We are fully dedicated to client strategy — even during tax season.

AI-Enhanced Review

Our AI analyzes returns rapidly and surfaces opportunities most CPAs simply do not have time to find.

A Bench of Unmatched Expertise

Our team of tax advisors holds an exceptional combination of professional designations — each one representing years of rigorous training and a distinct lens on client wealth. To our knowledge, we are the only tax planning firm in Texas with all of these credentials on staff.

CPA- Certified Public Accountant

Rigorous training in accounting and auditing, ensuring accuracy in financial reporting and full compliance.

PFS – Personal Financial Specialist

Expert guidance in personal financial planning — covering investments, retirement, and estate planning.

CFP – Certified Financial Planner

A comprehensive approach to financial planning, helping clients meet their long-term financial goals.

AIF – Accredited Investment Fiduciary

Adherence to the highest standards of fiduciary responsibility, prioritizing the client’s interests above all.

CKA – Certified Kingdom Advisor

Integration of faith-based principles into financial advice — ethical, moral, and values-aligned guidance.

CTC – Certified Tax Coach

Year-round collaboration with clients to plan income taxes and estates by looking forward, not backward.

KCC – Kolbe Certified Consultant

Helping clients see that success is the freedom to be yourself — and building teams to achieve it.

Founding Member

The Cialdini Institute

Teaching the principles of influence — applied to client communication and trusted advisory.

Founding Member

Landwise Partners

A cooperative helping ranchers and farmers succeed and transfer land to the next generation.

Specialized. Strategic. Year-Round.

Income Tax Strategy

Strategies to minimize liability, maximize deductions, and plan for future obligations — applied year-round, not at filing.

Estate & Generational Planning

Multigenerational wealth transfer, dynasty trust planning, and structures designed to pass values along with assets.

Real Estate & Business

Specialized planning for entrepreneurs, real estate investors, and business owners across the lifecycle.

Trust & Dynasty Planning

Sophisticated trust structures designed to protect, grow, and transfer wealth across generations with intention.

Your CPA Stays. We Add the Strategy.

We collaborate with your existing CPA and advisory team as a dedicated partner focused on one thing: reducing your tax liability. You keep the CPA who already knows your business and prepares your returns. We bring high-level planning that AI-assisted analysis surfaces — opportunities that compliance-focused CPAs simply do not have time to find.