Significant Tax Savings Don’t Happen by Accident.
PLAN EARLIER. PRESERVE MORE.
Proactive Tax Strategy for Significant Wealth.
The most meaningful tax decisions are rarely made during tax season. They're made in the months and years leading up to life's biggest financial decisions. We help high net-worth and high-income earners plan with intention—before opportunities become hindsight.
WHO WE SERVE
High Income W2
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Business Owners
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Executives
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Professional Athletes
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High Net-Worth Families
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High Income W2 | Business Owners | Executives | Professional Athletes | High Net-Worth Families |
Where Others See Complexity,
We See Clarity.
HOW WE THINK
Significant wealth brings increasingly complex financial decisions and heavy tax burdens. We believe thoughtful planning, careful coordination, and long-term perspective help clients evaluate opportunities that might otherwise be overlooked.
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We evaluate your options within the context of your broader financial life—not in isolation.
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We help align your CPA, attorney, and investment professionals so every decision works together.
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We don’t solely look backwards like traditional accounting. We plan for the past, preset, and future all at once.
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PLANNING IN PRACTICE
The Decisions That Shape Your Tax Bill.
/ˈrēˌkap/
To step back, review the complete picture, and move forward with greater clarity. We believe that's where the best tax planning begins.
Meet the Team
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JR Runion
MANAGING PRINCIPAL
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Patrick Keyes
STRATEGIC ADVISOR
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Erik Eubanks
VP OF OPERATIONS
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Addy Oswalt
MANAGING DIRECTOR
Let's Explore
the Possibilities.
CONTACT US
Every client's situation is different. Whether you're preparing for a major financial decision or simply exploring your options, we'd welcome the opportunity to learn more about your goals.
Questions Worth Asking
Choosing the right planning partner begins with asking the right questions. Here are a few we believe every client should ask before making important financial decisions.
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Most tax professionals focus on accurately reporting what has already happened. We focus on identifying planning opportunities before major financial decisions are made. Our role isn't to replace your CPA or advisor—it's to work alongside them to help uncover strategies that may improve long-term tax outcomes.
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Ideally before a major financial decision is made. Many of the most valuable planning opportunities exist before income is earned, assets are sold, or agreements are finalized.
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Every situation is different. While some clients identify opportunities worth six figures, we never begin with a savings target. We begin by understanding your financial picture and evaluating which strategies may be appropriate for your circumstances.
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Our fees vary based on the complexity of your situation and the scope of the planning involved. During our initial conversation, we'll discuss your objectives, determine whether we're the right fit, and provide a clear explanation of our fees before any work begins. The cost of a planning engagement is often small relative to the potential value of the opportunities it may uncover.
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No. In fact, many of our clients have longstanding relationships with their CPA. We collaborate with your existing advisors to evaluate planning opportunities and help ensure strategies are implemented correctly.
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Yes. We evaluate planning opportunities that exist within the current tax code. Every recommendation is designed to comply with applicable tax laws and should be reviewed alongside your CPA and legal advisors before implementation.
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We believe the best client outcomes come from collaboration. We don't replace your role—we complement it by focusing on proactive planning opportunities that often extend beyond annual tax preparation.
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Most people think taxes are determined when they file a return. We believe the greatest opportunities exist long before that. "Recap" represents our commitment to helping clients recapture opportunities that complexity, timing, or fragmented advice often leave behind.