For business owners & families earning $1M+

Stop overpaying the IRS by $50K–$500K every year

Get ahead of your taxes and keep more of what you earn.

Book My Tax Strategy Call

5 out of 5 stars4.9/5 from clients

Savvy owners and high-income families are saving six figures. You probably aren’t

It’s almost always the same story: a CPA who’s great at filing returns but never picks up the phone to say “here’s what we should do before December 31st to cut your bill.”

So you write a six-figure check. You wonder if it had to be that big. You hear about S-corps, cost segregation, the Augusta Rule, QBI optimization — but no one’s building a strategy for you.

By the time you’re thinking about taxes, the year is over and the options are gone.

  • Are you a business owner or high-income family writing $50K+ tax checks?
  • Do you suspect you’re leaving money on the table?
  • Are you done shopping for the cheapest service?

If you answered yes to all of the above, we should talk.

Book My Tax Strategy Call

How it works

  1. Step 1

    Book a 30-minute call

    My team and I look at how you earn, your current setup, and last year’s return to find where you’re overpaying.

  2. Step 2

    You get your tax plan

    My team builds you a tax plan with the specific moves that fit your situation, like how your business is structured or when to time a sale, and how much each one should save.

  3. Step 3

    My team puts your plan in place

    They carry out each move alongside you and your CPA, and check in every quarter so it’s all done before the year closes.

Ready for step one?

Book My Tax Strategy Call

Clients we’ve helped stop overpaying

  • $100,000 saved in year one

    “My previous CPA never implemented tax planning for me — even though we’d worked together for over 20 years. After I began working with Sophie, she saved me $100,000 in my first year alone.”

    Kwan T.

  • $362,000 in tax savings

    “We are a medical practice and have been paying more than half a million a year in tax until we found Sophie. She and her team helped us find $362,000 in tax savings this year.”

    Jimmy W.

  • $200,000 swing on the IRS bill

    “I own a medical practice on the East Coast and got hit with a $100,000 assessment to pay to the IRS. Sophie and her team turned that around and I ended up with a refund of over $100,000.”

    Amy S.

  • $248,000 swing to a refund

    “My CPA hit me with a return that said I needed to pay over $200,000. After working with Sophie, I ended up getting a refund for $48,000.”

    Lori D.

Book your tax strategy call

Three quick questions, then a 30-minute call with Sophie. You’ll leave with a way to lower your tax bill.

Step 1 of 3

What’s your biggest frustration right now?

We can usually help with these — select all that apply.

Questions, answered

  • Yes. 30 minutes, no charge, no pitch. We use the time to look at your situation and surface at least one tax-saving move you can implement. If we’re a fit for ongoing work, we’ll discuss it after; if we’re not, you still leave with something useful.
  • Most of our clients had a CPA when they started with us. We don’t replace your filer — we layer year-round planning on top. Many clients keep their CPA for filing and bring us in for strategy. We’re happy to coordinate.
  • Every strategy we recommend is built on existing IRS code — entity structures, retirement vehicles, cost segregation, depreciation, the Augusta Rule. No shelters, no gray areas. We use the same planning tools the largest companies have always used; we just make them accessible to you.
  • We document everything: strategy memos, supporting calculations, IRS code references for each move. If you’re audited, we work with your CPA (or directly with the IRS, depending on engagement) to defend the position. The strategies we use are well-established — they hold up.
  • Engagement pricing depends on the complexity of your business and the strategies you implement. We’ll discuss specifics on the strategy call after we understand your situation — most clients see savings several times their fee in year one.
  • Sophie digs into your current tax setup and your business shape. You walk through your tax frustrations and goals. She points out what’s leaking money and what’s possible. By the end, you’ll have at least one concrete strategy and a clear sense of whether year-round planning would move the needle for you.
  • CPAs are paid to file, not to plan. Filing returns and building tax strategy are two different services. Most CPAs do the first beautifully and never engage with the second — not because they can’t, but because it’s not what their model is built for.

Still have a question? Bring it to the call.

Book My Tax Strategy Call
Sophie Nguyen

I overpaid for years, just like you

You spend years building something real, then quietly overpay to keep it. I know the feeling, because I lived it — we’d invested in real estate, residential first, then commercial multifamily, and every year we paid tax on all of it like clockwork, because our CPA filed the returns and no one planned around them.

Then a real strategist finally looked at our properties, and the depreciation we’d left unclaimed was staggering — all legal, all just sitting there.

I couldn’t un-see it. Now my team and I do that work for business owners and families like you — real estate developers and investors, medical practices, law firms — in partnership with Paramount Tax and Bookkeeping.

— Sophie Nguyen

That’s my story. Now let’s talk about yours.

Book My Tax Strategy Call