Stop Filing. Start Advising.
Build Wealth with year-round Tax Advisory Services.
Most tax pros file returns and disappear. But the wealthy don’t work with tax preparers—they hire tax advisors who guide them year-round.
Learn how our tax advisory services help you plan, adjust, and grow with proactive support that saves more than a return ever could.
We Stand Behind Every Strategy We Deliver
Tax advisory means year-round accountability. That’s why we guarantee every recommendation is built for results, backed by law, and supported by a real strategist.
Compliance-Backed Support Guarantee
You’ll never be left guessing. Every advisory move we make is reviewed for IRS compliance and tailored to your unique situation.
Monthly Value Promise
We don’t “check in” once a year. We help you track savings, implement changes, and adjust strategy as your income or goals shift.
Audit Protection Included
Every plan comes with audit-proofing steps, IRS code citations, and implementation help so you’re protected if you ever get flagged.
We Serve All Entity Types
LLC, S-Corp, Sole Prop, or Non-Profit—We’ve Got You Covered
S Corporations
We help S-Corp owners manage salary vs. distributions, track reasonable comp, and stay in line with IRS expectations. Plus, we layer in fringe benefits, retirement strategies, and smart audit protection—month by month.Includes guidance for Form 1120-S filers.
Partnerships & Multi-Member LLCs
Our advisors guide partners through complex allocations, expense tracking, and profit sharing—while staying proactive about K-1 planning, basis tracking, and shifting structures as the partnership grows.
Sole Proprietors & Single-Member LLCs
Even if you’re just starting out, we’ll help you treat your business like a real company. That means maximizing deductions, staying organized, and knowing when it’s time to upgrade to an S-Corp.
Non-Profit Organizations
We help nonprofit founders stay compliant with 501(c)(3) rules, manage unrelated income properly, and protect their exemption status—while creating clean systems that attract serious donors and auditors alike.
Our Proven System for Tax Savings
The MERNA™ Method
Developed after serving thousands of real business owners just like you.
Most tax firms throw strategies at the wall.
At Uncle Kam, every strategist is trained and certified in the MERNA™ Method—our exclusive, 5-part system for building smart, legal, and customized tax plans. And what ties it all together is our Proprietary AI Tax Savings Software, encoded with MERNA™. This proprietary technology is available only at Uncle Kam—you won’t find it at TurboTax, H&R Block, or anywhere else.
MaximiZe Deductions
We track your expenses monthly and ensure you're capturing every legal write-off—home office, vehicle, travel, and more—while staying compliant.
Entity Optimization
As your income grows, so should your structure. We monitor and adjust your entity type over time to match your evolving goals and save more.
Retirement & Real Estate Strategy
We build long-term wealth plays into your plan—like SEP IRAs, solo 401(k)s, and real estate-based tax shelters—so you reduce tax today and grow assets tomorrow.
Niche-Specific Plays
Every profession has its own tax angles. Whether you’re a real estate investor, content creator, or 1099 contractor—we use proven strategies tailored to your industry.
Audit-Proofing & Compliance
Every advisory recommendation includes IRS code references, documentation steps, and support for executing it the right way. We make sure your plan gets done—not just delivered.
The MERNA™ Method isn’t theory.
It’s how our clients have saved over $30M in taxes—and how you’ll know your strategy is built to last.
What Clients Say After Going Beyond Tax Prep
These aren’t just happy clients—they’re business owners who finally experienced what it’s like to have a real tax advisor in their corner all year long.
Saved $18,400
Melissa R., Salon Owner
“I always thought I was doing everything right. Turns out, I was missing out on write-offs I didn’t even know existed. Uncle Kam’s strategist showed me how to deduct my car, my home office—even part of my rent. I saved $18,400 in my first year using the MERNA Method. And it was all legal. Mind blown.”
Went from W-2 to LLC and Cut Tax Bill in Half
Jason W., Consultant
“I was getting crushed on taxes as a high-earning W-2. Uncle Kam helped me switch to an LLC and showed me exactly how to pay myself the right way. I ended up cutting my tax bill in half and finally feel in control. This is what every entrepreneur needs but no one teaches you.”
Saved $27,000 in Tax-Free Wealth
Karla B., Real Estate Investor
“I’ve had CPAs before, but no one ever explained strategy like this. Using the MERNA™ Method, I restructured my LLC, layered in real estate deductions, and opened a solo 401(k). I saved over $27,000 and got a real plan—not just a return.”
Real Case Studies from Real Clients
Want proof our strategies work? These real Uncle Kam clients saved thousands in legal, audit-proof tax savings using the MERNA™ Method. Click into any story to see their numbers, their transformation, and the exact strategies we used to get it done.
Married Business Owners — Saved $87,424
- $500K+ income
- $18K investment → 4.85x ROI
- Strategies: Entity restructure, Augusta Rule, 401(k) + DB Plan, Kids on payroll
Pull Quote:
“We were shocked at how much we were overpaying. Uncle Kam changed everything.”
Self-Employed Pro — Saved $35,027
- Filed as sole prop for years
- $7,500 investment → 4.67x ROI
- Strategies: S-Corp, SEP IRA, Auto deduction, Augusta Rule
Pull Quote:
“I thought I was doing everything right. Uncle Kam showed me how much I was missing.”
Real Estate Investor — Saved $108,023
- RE pro with W-2 spouse
- $24K investment → 4.5x ROI
- Strategies: REPS status, Cost Seg, STR Loophole, Retirement plans
Pull Quote:
“Uncle Kam gave us a game plan that saved six figures and set us up to grow faster.”
Frequently Asked Questions
What’s the difference between tax planning and tax advisory?
A tax plan is a one-time blueprint. Tax advisory is year-round execution. With advisory, we don’t just tell you what to do—we help you implement, track, and adjust as your business or income evolves.
What’s included in Uncle Kam’s tax advisory service?
You get access to a dedicated strategist, quarterly or monthly check-ins, proactive adjustments based on income shifts, document support, audit-proofing, and strategic filing—all built around the MERNA™ Method.
Do I still need a CPA or separate firm?
No. Our advisory service includes filing, planning, and strategic support. You won’t need multiple vendors—we handle everything in-house.
What happens if my income changes mid-year?
That’s exactly what advisory is built for. We’ll adjust your strategy in real-time, update your quarterly tax estimates, and make sure you stay compliant and optimized.
What’s the ROI of having year-round tax support?
Most clients save more through advisory than they would with a one-time plan—because we adjust your strategy every time your income, structure, or deductions shift. The long-term ROI is higher control, higher protection, and bigger savings over time.
Who is tax advisory best for?
Business owners, investors, and high-income earners who want a proactive partner—not just an annual filing service. If your income is unpredictable or growing, advisory ensures your tax plan stays dialed in.
Book a Strategy Call and Meet Your Match.
Professional, Licensed, and Vetted MERNA™-Certified Strategist Who Will Save You Money.
© 2025 Uncle Kam. All right reserved
Professional, licensed, and vetted tax advisors who will save you money.