Who qualifies for these strategies? +
These strategies are designed for individuals and families with over $500K in taxable income, including W-2 employees, business owners, 1099 earners, those with significant capital gains, and anyone with a business exit over $1 million. If you're paying six figures in taxes, you almost certainly qualify.
Are these strategies legal? +
Absolutely. Every strategy we implement is fully compliant with the Internal Revenue Code. These are deliberate provisions in tax law — not loopholes — that most CPAs simply don't use.
What's the difference between this and what my CPA does? +
Most CPAs practice reactive tax filing — they report what happened. We practice proactive tax planning, structuring your financial life in advance so you keep significantly more of what you earn.
What does the discovery call cover? +
The discovery call is a 30-minute conversation to understand your current situation, income sources, and tax profile. There's no cost and no obligation. If we think we can help you, we'll outline exactly how.
How quickly can I see results? +
Many strategies generate savings in Year 1. Some clients see six-figure tax reductions that same year. The assessment process typically takes 2–3 weeks from document submission to your savings plan review.
What is the connection between Chris Jarvis and Taylor Proactive Team? +
Chris Jarvis has partnered with Taylor Proactive Team to give his Giraffe Money community direct access to advanced tax implementation services. Chris teaches the philosophy — we execute the strategy.
Who is your ideal client and what are your minimums? +
Our ideal clients are W-2 earners, business owners, 1099 earners, and those with business exits over $1 million — with taxable income exceeding $500K. If your tax burden reaches six figures annually, you're exactly who we built this for.
How much do your tax planning services cost? +
Our pricing is structured based on your situation and the scope of planning required. We'll walk you through everything on the discovery call — there's no pressure and no obligation. The goal of the call is to find out whether we're the right fit for you.
Do you charge implementation fees for investment-based strategies? +
We do not charge implementation fees directly. Those fees come from the strategy providers themselves. For business exits, pricing is determined based on the complexity of the transaction.
What's included in the initial assessment vs. implementation? +
The assessment covers document intake, strategy fit analysis, and a detailed draft savings plan — giving you a clear picture of what's possible. Implementation takes that plan to the finish line: finalizing the strategy and executing it so the savings are realized.
What documents do you need to get started? +
To conduct a thorough assessment, we typically need prior-year tax returns, K-1s, W-2s, 1099s, business financials, trust documents, equity compensation details, and any other relevant supporting documents. Providing these promptly helps us move quickly and catch time-sensitive opportunities.
What client outcomes do you target? +
Our goal is to be cash-positive for every client at a minimum. On average, clients see roughly a 60% ROI on their investment in our services — meaning the tax savings meaningfully outpace the cost of working with us.
How quickly can you implement time-sensitive strategies? +
Many tax strategies are deadline-driven, so speed matters. The faster you submit your documents, the more options we can preserve. We move with urgency once we have what we need and will always communicate clearly about what deadlines are in play.
What if I'm not yet at the minimum income threshold? +
If you're not yet at the $500K taxable income threshold, we'll refer you to trusted partner firms specializing in foundational tax preparation and bookkeeping. Our goal is to make sure you're in great hands — and you're always welcome to re-engage with us as your income grows.
How do you handle complex items like international taxes, trusts, or IPOs? +
For highly specialized situations that fall outside our core focus — such as international tax compliance, complex trust structures, or IPO-related tax events — we either partner with or refer to specialists who are best equipped to handle them.
Can you amend prior-year returns or file extensions? +
Yes. We can amend prior-year returns and file extensions where appropriate, staying mindful of key timelines. In some cases, amended returns can recover taxes already paid — an often-overlooked opportunity we actively evaluate for our clients.
What tools or platforms do you use for secure document exchange and client portals? +
We use TaxDome as our primary client platform, which handles secure document exchange, intake forms, e-signatures, and encrypted messaging — all in one place. Your information stays protected throughout the entire engagement.
How do you price ongoing monitoring or projections? +
Ongoing monitoring and tax projections are included within our three monthly retainer plans ($350, $650, or $1,350/month). The right tier depends on the complexity of your financial picture and the depth of planning required.
How do you handle audit risk and representation? +
Audit support is built into our service agreements. Every strategy we implement is backed by legal opinion letters and documented compliance steps — so if questions arise, we're prepared. We don't implement anything we can't defend.
What confidentiality and security measures are in place? +
We use secure client portals, encrypted communications, and tightly controlled access to all sensitive information. When the engagement warrants it, we also execute NDAs. Your financial privacy is treated as non-negotiable.
What is the process for clients who don't fit the firm's current focus? +
Clients who aren't the right fit right now are referred to trusted partner CPAs or bookkeeping firms — never left without a next step. We maintain those relationships, and the door is always open to re-engage with us when the time is right.
Do you provide bookkeeping, payroll, and CFO services? +
Our core focus is advanced tax strategy — that's where we go deep. For bookkeeping, payroll, and fractional CFO services, we partner with or refer to specialists who do those things exceptionally well.
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