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Tax Strategy FAQs

Tax Strategy FAQs

Tax prep looks backward. Tax strategy looks forward. We help you lower your taxes before you file—not just report what already happened.

Yes, it’s 100% legal. Every strategy we use is backed by IRS code and supported with documentation. Most of our clients are better protected after implementing our strategy—not more exposed.

No—but if you’re earning $50K+ in self-employed or investment income, we’ll likely recommend one to unlock better deductions and reduce self-employment tax.

We use our proprietary MERNA™ Method to evaluate your income, structure, and goals—then match you with the best tax-saving plays available under the law.

We can still help. We’ll build a strategy for the current year, and we can review your past filings to uncover missed savings and file amendments if needed.

You’ll typically receive your custom strategy within 7–10 business days of your intake. From there, we help you implement, track, and stay on course all year.

Book a Strategy Call and Meet Your Match.

Professional, Licensed, and Vetted MERNA™-Certified Strategist Who Will Save You Money.

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Professional, licensed, and vetted tax advisors who will save you money.