
Our Second Opinion Tax Diagnosis™ is a forensic review of your tax history, present exposure, and future opportunities. Designed to complement—not replace—your existing advisory team, this service reveals powerful strategies that may have been overlooked, misunderstood, or never explored. Think of it as a comprehensive check-up for your financial health. Just as a second opinion in medicine can change a diagnosis and treatment plan, TaxWealth’s Second Opinion surfaces alternate approaches that can materially reduce your tax burden across multiple years.