Transparent pricing and unlimited support – flat rates, never hourly.
Our customers received double the average federal refund last year.
We’ll support your business all year, proactively planning for tax season.
Financial Freedom simply means that you have more passive monthly cashflow than what you need each month to cover what you need covered. It is exactly at this time that working or not is a choice, not a requirement. Play life on your terms. Be financially free in three steps…
It’s not magic—it’s smart financial strategy. Those high-net-worth individuals have access to teams of experts who navigate the tax laws with finesse, saving them millions each year. But what if you could access those same strategies without the multi-million-dollar price tag?
At Peak Wealth Architects, we’re here to level the playing field. We specialize in fractionalizing financial expertise, bringing you the same business-optimizing solutions tailored to your needs and budget. No more feeling left out because you’re not a billionaire. With us, you get the same advantages without breaking the bank.
They do an amazing job of preparing the returns. They take the information you give them and put it in the right boxes on the right forms, but they don’t do any real planning. At Peak Wealth Architects, we do the same as your CPA but additionally, use our specialized training to your advantage to lower your taxes and save you money.
It is the same kind of tax, entity, legal, and insurance strategies that high net worth families and individuals like Trump, Elon Musk, Jeff Bezos, and other successful entrepreneurs around the globe utilize to keep more money in their pockets and we believe it is time for you to do the same and keep more of your hard-earned money into your pocket.
Our cutting edge process is that we don’t adopt a one-fits-all tax strategy for our clients. We take our time to properly analyze your tax and financial situation, paying attention to previous tax returns, business operations, and investment goals, to identify which part of the thousands of pages and ever growing IRS tax code can be leveraged to your advantage.
We believe that business owners are the backbone of this country. Business owners create jobs, create wealth, create freedom, create security, and create happiness. Business owners are drowning in more and more regulations and governmental taxes, thus keeping less for themselves at the end of the day.
Take back control of your tax dollars – above board, legally, and with IRS backup. Most of our clients pay less than 10% in taxes per year, each saving about $40,000 on average in the process.
So, why are you still overpaying your taxes? Is it because your CPA said there was nothing else you can do? Let us prove your CPA wrong!
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