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We bring deep and specialized knowledge in these fields, but what truly sets us apart is our holistic perspective.

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Business Address

24000 Alicia Parkway #17-342
Mission Viejo, CA , 92691

Email Address

Phone

Hours

  • Holiday: Closed
Schedule a Consult

Ready to take the next step?

If you need to speak with us sooner, please call (800) 997-7646 and we’ll be more than happy to discuss your case with you.

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01.
Capital Asset Sale:
TaxWealth can help you solve the taxes triggered by the sale of a highly-valued residence, investment property, a closely-held business or other qualified capital assets.
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02.
Privately-Held Business Planning:
The federal, state and local tax codes are multi-layered and even the best professionals may miss the opportunity to leverage strategies to help relieve your tax burden.
Read More
03.
Retirement and Estate Planning:
TaxWealth helps reduce taxes on retirement income and estate transfers, so you can protect your assets, preserve lifetime cash flow, and pass on more wealth—securely and strategically.
Read More
04.
Second Opinion Tax Diagnosis™:
TaxWealth specializes in uncovering overlooked tax relief opportunities through a focused, expert-driven review designed to identify savings that traditional planning may not reveal.
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05.
Strategic Tax Mitigation:
TaxWealth helps reduce or eliminate unnecessary taxes, freeing up capital that you can retain, redirect, or reinvest based on your own financial goals and priorities.
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    Your CPA Practice

    Go beyond traditional accounting by offering advanced tax and wealth strategies that drive real client results and enhance your advisory services.

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    Elevate Your Practice

    Empower your clients with sophisticated tax and wealth strategies while expanding your advisory services and enhance client outcomes.

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    Enhance Your Tax Expertise

    Offer your clients more than just tax compliance—provide strategic wealth solutions that maximize savings and build financial security.

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    Reduce Your Tax Burden, Grow Your Wealth

    Receive sophisticated strategies to minimize income tax liability, protect your wealth, and maximize long-term financial growth.

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    Unlock New Revenue Streams

    Provide high-net-worth clients with advanced tax and wealth strategies—enhancing your value, increasing client retention.

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    Keep More of Your Gains

    Get advanced strategies to minimize capital gains taxes, preserve your profits, and optimize your financial future.

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    Maximize Client Savings

    Elevate your tax planning services by integrating advanced wealth strategies to help clients reduce tax burdens and build long-term wealth.

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    Preserve Wealth, Create a Legacy

    Ensure long-term financial security and a seamless, tax-free estate transfer for future generations with proven strategies to build a lasting legacy.

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    Maximize Your Exit

    Selling your business is a once-in-a-lifetime opportunity—structure your sale for maximum profit, minimize tax liability.

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If you want to Start a Business from Scratch, Focus on the Difference.

Tarting a new business comes with a vast amount of steps. These are steps, which have to be not just taken but also known about in advance. As an investor and entrepreneur, many of these can be paralyzing, cause inertia, and not allow for forward movement.

  • Lay the foundations for successful innovation
  • Create an innovative business culture
  • Business Structure Development
  • Find the right innovation projects for your business
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If you want to Start a Business from Scratch, Focus on the Difference.

Tarting a new business comes with a vast amount of steps. These are steps, which have to be not just taken but also known about in advance. As an investor and entrepreneur, many of these can be paralyzing, cause inertia, and not allow for forward movement.

  • Lay the foundations for successful innovation
  • Create an innovative business culture
  • Business Structure Development
  • Find the right innovation projects for your business
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Partnering with TaxWealth

Partnering with TaxWealth equips you with the tools and insights needed to enhance your practice and expand your reach in the tax industry. Our comprehensive support and innovative strategies are designed to elevate your professional capabilities, ensuring both business growth and client satisfaction in a competitive landscape.

Alliance - Basic
Free

Insights, resources, and case studies to enhance tax planning strategies for professionals.

  • Access to TaxWealth's strategy library
  • 20% Commission Splits
  • Partner portal access
  • Referral registration and tracking
  • Tax strategy training and support
  • TaxWealth AI
  • TaxWealth Tax Analysis Wizard
  • TaxWealth branded enablement materials (Slides, Data Sheets, analysis, more)
  • Exclusive online community
  • Direct consult scheduling
  • Online education (Coming Soon)
Join Now
Best Value
Alliance - Elite
$999.00 /annually

Partnership that enables your company to present TaxWealth strategies as your own solutions.

  • All the features of Alliance - Basic plus:
  • up to 50% Commission Splits
  • White labeled materials with your branding.
Join Now
TaxWealth Accelerator
(Coming Soon)
$1500.00 /annually

We provide comprehensive and proven digital marketing, specific to tax planning, that brings you high value clients.

  • Lead Nurturing: Automated email marketing sequences to educate and move leads through the sales funnel.
  • CRM Integration: Seamless management of leads and customers within a centralized system.
  • Website Review: Evaluate, advise, and optionally update website structure and messaging to attract the right clients.
  • Content Creation: Development of high-quality, tax and financial services-specific content to attract and educate potential clients.
  • Content Publishing: Publish content on websites and social media
  • SEO Optimization: Tailored strategies to improve visibility in search results for tax and financial topics.
  • Social Media Engagement: Targeted campaigns to engage potential clients on platforms they frequent.
  • Analytics and Reporting: Detailed tracking to refine strategies and improve ROI.
Apply Now
Case Studies
Solutions for any Tax Challenge

TaxWealth’s innovative, IRS-compliant strategies create the right solution for any tax challenge.

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    Commercial Office Buildings
    Commercial Properties
    Read Case Study
    TaxWealth helped a commercial property owner turn a projected loss into over $1.5 million in retained capital—unlocking $3.6 million in additional value by eliminating immediate taxation and preserving liquidity at close.
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    Luxury Private Home
    Real Estate Sales
    Read Case Study
    TaxWealth helped a luxury homeowner preserve over $134,000 in additional value and increase post-sale liquidity by 6.8%—all while avoiding immediate taxation and retaining full control of their capital.
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    Legacy Ranch
    Real Estate Sales
    Read Case Study
    TaxWealth helped a Texas ranch owner unlock over $1.3 million in additional value by eliminating immediate taxation, increasing available capital by 16%, and preserving liquidity.
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    Four-Plex Investment Property
    Real Estate Sales
    Read Case Study
    TaxWealth helped a real estate investor unlock over $550,000 in additional value and increase available funds by 37.8%—avoiding immediate taxation and preserving capital for future use.
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    Dental Practice Equity Sale
    Business Sales
    Read Case Study
    TaxWealth helped a dental practice owner unlock over $180,000 in additional value by eliminating immediate taxes, preserving liquidity, and increasing available funds by 21.6% compared to a conventional sale.
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    Service Business Equity Sale
    Business Sales
    Read Case Study
    TaxWealth helped a service business owner unlock over $1.5 million in additional value and increase available proceeds by 29.3%—preserving liquidity and eliminating immediate tax obligations at the time of sale.
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    Luxury Private Home
    Real Estate Sales
    Read Case Study
    TaxWealth helped a luxury homeowner preserve over $134,000 in additional value and increase post-sale liquidity by 6.8%—all while avoiding immediate taxation and retaining full control of their capital.
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    Family Limited Partnership (FLP) Equity Sale
    Business Sales
    Read Case Study
    TaxWealth helped an FLP unlock over $2.9 million in additional value when selling a consulting firm interest. The partners avoided immediate taxation, preserved liquidity, and achieved a 22.4% increase in net proceeds—without altering their financial goals.
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    Service Business Equity Sale
    Business Sales
    Read Case Study
    TaxWealth helped a service business owner unlock over $1.5 million in additional value and increase available proceeds by 29.3%—preserving liquidity and eliminating immediate tax obligations at the time of sale.
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    Event Services Company Sale
    Business Sales
    Read Case Study
    TaxWealth helped an event services business owner unlock over $500,000 in added value and increase post-sale liquidity by 31.7%—preserving capital and eliminating immediate taxation.
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    Luxury Private Home
    Real Estate Sales
    Read Case Study
    TaxWealth helped a luxury homeowner preserve over $134,000 in additional value and increase post-sale liquidity by 6.8%—all while avoiding immediate taxation and retaining full control of their capital.
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    Commercial Office Buildings
    Commercial Properties
    Read Case Study
    TaxWealth helped a commercial property owner turn a projected loss into over $1.5 million in retained capital—unlocking $3.6 million in additional value by eliminating immediate taxation and preserving liquidity at close.
  • Image alt text
    Luxury Private Home
    Real Estate Sales
    Read Case Study
    TaxWealth helped a luxury homeowner preserve over $134,000 in additional value and increase post-sale liquidity by 6.8%—all while avoiding immediate taxation and retaining full control of their capital.
  • Image alt text
    Commercial Office Buildings
    Commercial Properties
    Read Case Study
    TaxWealth helped a commercial property owner turn a projected loss into over $1.5 million in retained capital—unlocking $3.6 million in additional value by eliminating immediate taxation and preserving liquidity at close.
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    Dental Practice Equity Sale
    Business Sales
    Read Case Study
    TaxWealth helped a dental practice owner unlock over $180,000 in additional value by eliminating immediate taxes, preserving liquidity, and increasing available funds by 21.6% compared to a conventional sale.
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    Commercial Property
    Commercial Properties
    Read Case Study
    TaxWealth helped a commercial property owner increase available funds by 37.6% and preserve over $840,000 in additional value—eliminating immediate taxes and unlocking liquidity without relying on a 1031 exchange.
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Our Testimonials

What are clients say about TaxWealth

More than 99% customer satisfaction is our success.

A Wealth Partner for the Long Game

After building significant assets, I needed a team who could think beyond tax season. TaxWealth is proactive, forward-thinking, and understands the needs of high-net-worth individuals. Their strategic planning around trusts, investments, and generational wealth has been a game changer for my family.

From Side Hustle to Smart Finances

Freelancing gave me freedom — and a tax headache. TaxWealth helped me set up my business properly, find deductions I didn’t know I qualified for, and create a quarterly plan that removed all the guesswork. I finally feel like a real business owner, not just someone winging it.

My Income Grew — So Did My Tax Bill… Until TaxWealth Stepped In

As a physician, my time is limited and my tax situation became more complex as my income increased. TaxWealth built a custom strategy that helped reduce my liability without cutting corners. Their expertise gave me back time, confidence, and money I didn’t realize I was leaving on the table.

Peace of Mind — and Bigger Returns

The team at TaxWealth doesn’t just file taxes — they build wealth. Their white-glove service, year-round planning, and proactive advice gave me peace of mind and significantly improved my returns. They’ve earned my trust for life.

They Helped Us Unlock Hidden Wealth

My partner and I thought we had our finances under control, but TaxWealth uncovered opportunities we didn’t even know existed. From optimizing our entity structure to leveraging smart deductions, we feel more in control of our future than ever before.

Finally, a Tax Strategy That Works for Me

TaxWealth completely changed the way I think about taxes. I used to dread tax season — now I actually look forward to the planning sessions. Their strategies helped me legally save thousands and reinvest that into my business growth. It’s like having a financial secret weapon.

Karen L.
Entrepreneur & Investor
Riley J.
Freelance Designer
Dr. Samuel K.
Private Practice Physician
Elena M.
Tech Executive
Danielle & Marcus T.
Founders
James R.
Small Business Owner