How can we help?

Are you accountants?

We are a team of tax professionals including accountants, CPA’s to EAs, and tax lawyers that help businesses like yours recapture as much as possible on their tax returns.

How long have you been in business?

Our senior partners have combined experience of well over 100 years.

Where are you located?

Our headquarters are in Texas, but most of our professionals work remotely as we are licensed in every state.

What is “financial freedom”?

Watch one of our live or on-demand free masterclass webinars to learn all you need to know about financial freedom and how it’s possible for you to get there sooner than you think!

Are these just consulting services or do you do the work for me?

Most clients prefer a fully done-for-you program, but we also have an option for a do-it-yourself program.

How do I learn more about what you actually do and if it’d benefit me?

Watch one of our live or on-demand free masterclass webinars to get the ins and outs of our process and how you personally can benefit from all or parts of our services! We also encourage you to schedule a no-cost, no-commitment strategy session for a one-on-one conversation. We treat every client with a personalized approach tailored to their specific situation – there is no one-size-fits all and we’re dedicated to ensuring you get what you need.

How much do your services cost?

It depends on the variables of your situation, but we guarantee that the cost is less than your savings.

Will there actually be tangible results?

Yes! We have a 100% success rate with the thousands of clients we’ve worked with over the years. We can hop on a quick no-cost, no-commitment call to discuss what the results might look like in your personal situation.

What types of businesses do you work with?

We obtain best results with people who are serious about growing their business to 7 or 8+ figures or high-networth individuals, however if we can provide value to a start-up or smaller business, we are more than happy to!

Why can’t I just do it myself?

Our experts are fully versed in the latest tax laws equipping us with the ability to save you as much as possible. While you may be able to do it yourself, opportunities for savings will likely be missed. If the hands-on approach appeals, try out our DIY bootcamp or Elite coaching package and master your deductions with our experts’ guidance

Why not use another CPA?

While a regular CPA can handle basic deductions and filing, our experts will implement and maximize your deductions, saving you more in taxes than you spend on the service. Although the upfront cost may be greater, you will make more money in your tax savings rather than spending less and making nothing.

Why is Peak Wealth Architects better than a “cheaper” tax filing solution?

While there is no harm in using a basic filing service for default deductions, we believe you get what you pay for. In your situation, there is likely much more that you can do with your taxes than a “cheaper” provider will know or have the time to do. While our services may cost more, these costs are easily matched or exceeded by the amounts our experts save you. Wouldn’t you agree it’s better to pay $5100 to save around $8000 than it is to pay $1000 to save nothing?

Need help?

Explore our FAQs to find quick answers to common questions and helpful information about our services.