Concierge Tax VIP
Proactive tax saving strategies for the successful business owner and high net worth family.
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what your CPA may be providing.
Book A 15 Minute
Discovery Call
Discover more options to leverage your business and personal income tax savings.
Looking at your full business and personal financial reality provide confidence as you move forward.
When considering selling a business, securities, or other appreciated assets be clear on your after-tax profits beforehand
Leveraged tax mitigation strategies allow you to invest a fraction of what you'd pay the IRS to reduce up to the entirety of your tax bill
We limit our clientele to provide maximum focus and results.
Who We Help
High Net Income Families
High Net Worth Families
Profitable Business Owners
Comprehensive Accounting Services for All Needs
Concierge Tax VIP offers exceptional, personalized services to meet your compliance and tax reduction needs.
Listen
This is where we ask a bunch of questions and do our fact-gathering. We want to know about your hopes and dreams along with your fears and constraints.
Assess
Our team becomes your team. We assess your tax situation, develop a focused strategy, and show you
how our tax strategies save you insane amounts on tax each year.
Strategize
Our proactive approach to tax strategy means we get out ahead of the game with hard-hitting tax strategies that are reliable, legal and effective.
Implement
We help put a plan together for you to follow. If external parties are involved, we will assist in coordinating them to put your master plan into action. We may bring in an estate planning attorney to
structure vehicles to defer or avoid taxation. We’ll work with your wealth team to maximize your liquidity.
Need Additional Services?
In addition to tax planning, we offer tax preparation, accounting, and CFO services. Your financial picture can be complicated – let us handle your taxes and provide you with actionable information from your financials.
Discover Your Tax-Saving Potential
Our Clients Love Working With Us!
Robin B.
The best. I've been going to him for years!!! He's very attentive detail. And he is completely honest. You can count on him to help you through any complicated details that you have in your tax. I recommend him totally.
Mark M.
I've been going to Concierge Tax and Keith for 15 years. He isn't just there at tax time, he's there year around to answer any questions I might have and this year I've had plenty. I recommend him highly!
Arron W.
Mr. Stoller is very professional. Attention to detail, and very through. He gave great advice on future tax savings and how to prepared for ever changing tax laws. I have recommended him time and again over the years to friends and family.
John C.
Been going to Keith, after being recommended, for over 5+ years. Will never go anywhere else. He’s
up in current law, and always has the clients best interest in mind.
Tax Planning
Strategic planning for legally mitigating tax liabilities.
Tax planning is more than just a requirement; it's a strategic tool to maximize your long term financial success. At Concierge Tax VIP, we specialize in leveraging the U.S. tax code to minimize liabilities by crafting a plan that aligns with your goals. Our approach ensures you maintain compliance while maximizing your savings.
By analyzing your financial situation and discussing your objectives during our collaborative accountant meetings, our experts tailor a plan that works best for you. Empowering you with knowledge and choices, we build a partnership of trust and ambition.
Whether you're preparing for long-term growth or navigating complex tax challenges today, our team provides clarity and confidence. By understanding your unique dynamics, we turn intricate tax codes into a streamlined process, making tax avoidance not just legal, but encouraging it for your benefit.
Ready for Personalized Financial Guidance?
Contact us today to experience our professional and empathetic approach to accounting.
Discover Your Tax-Saving Potential
Common Questions Answered
Read these FAQs for insights on how we can support your financial goals.
Ready to explore your options?
Contact us today to experience our professional and empathetic approach to tax saving.
Discover Your Tax-Saving Potential
Contact:
T: +1 877 776 6829
Email: connect@conciergetax.vip
About Me:
Principal Tax Strategist
Keith Stoller, MBA, EA, NTPI Fellow, and Author provides tax and business advisory services to high-earning and high net worth individuals and families.
