We save high net worth clients hundreds of thousands in taxes.
We help business owners, real estate investors, and high-net-worth individuals with $50,000+ in tax liability keep more of what they have built. With 28 years in the CFO seat as a Ramsey Trusted ELP and IRS Enrolled Agent, we develop strategic tax solutions designed to potentially save hundreds of thousands in taxes, keeping more money in your pocket and less in the hands of the IRS.
Ramsey Trusted ELP and IRS Enrolled Agent
James N. Thorne, EA, CF-L1. Enrolled Agent # 00150513-EA, authorized to represent taxpayers before the IRS in all fifty states.
Free 15 minute consult
Step one of the CARE method. No cost, no obligation.
Strategic tax planning for six-figure tax liabilities.
4.9
Client satisfaction
At a certain income, filing on time stops being the hard part. The money is lost in the months nobody is looking: the entity that no longer fits, the depreciation never claimed, the sale planned in the wrong quarter.
We work with business owners, real estate investors and high net worth households carrying $50,000 or more in annual tax liability. Every strategy that applies to you is quantified in dollars before you decide anything, then carried all the way through to execution.
A deliberate approach to maximizing what you keep.
Our four-stage methodology turns complex tax opportunities into a clear, actionable strategy, then carries that strategy through execution. From the first conversation to year-round implementation, every step is designed around your financial position, your goals, and the opportunities others overlook.
C
CONSULT
Understand where you stand.
A focused 15-minute conversation about your business, financial position, and existing tax structure. No document dump. No unnecessary deep dive. Just a clear determination of whether a deeper assessment makes sense for you.
Complimentary
15 minutes
A
ASSESSMENT
Identify what others may miss.
We examine your returns, entities and financials in depth to uncover and quantify the strategies that genuinely apply to your situation. You receive a detailed, dollar-specific roadmap covering federal and state opportunities, priorities and potential impact.
$2,997
Comprehensive tax assessment
R
RESULTS
See the opportunity. Understand the impact.
We walk you through your findings in a personalized presentation, not an impersonal email. You see the opportunities identified, their potential impact, and how your financial position could change with the right strategy in place.
Included
With your assessment
E
EXECUTION
Turn strategy into lasting results.
The greatest opportunities mean little if they are not executed properly. Our 12-month annual program ensures your strategies are implemented in the right order, monitored and refined throughout the year, and captured when it matters most: at filing.
12 months
Annual program
Knowing what to do is only the beginning.
The assessment reveals the opportunities. Our execution process is where those opportunities become tangible results. Your strategy deserves more than a one-time assessment. It deserves ongoing expertise, deliberate execution, and a team committed to protecting and optimizing your wealth year-round.
Our 12-month annual program provides the ongoing oversight, strategic implementation and year-round coordination required to ensure your plan evolves with your financial life, and every opportunity is captured.
Strategy built around how you earn.
Business owners
Real estate investors
High net worth individuals
Entity and compensation strategy
Your structure was probably chosen when the business was smaller. We test elections, reasonable compensation and distributions against what you earn now.
Exit and succession planning
The two years before a sale decide what you keep. Structure, timing and the order of moves are planned long before the letter of intent.
Deferral and retirement strategy
Qualified plans and deferral structures sized to your income, so more of this year’s profit is working for you rather than the IRS.
Depreciation and cost segregation
Bonus depreciation and cost segregation applied deliberately, so losses offset income in the years they are worth the most.
Acquisition and disposition timing
When you buy, sell or exchange matters as much as what. Transactions are mapped across tax years before they close.
Portfolio entity structuring
Holdings placed in the right entities and states, so liability protection and tax efficiency work together rather than against each other.
Charitable strategy
Giving structured so the deduction matches your intent and your income, within the limits the code allows and documented to support it.
Investment and energy strategies
Energy and other investment structures evaluated for the deductions they can create, weighed against risk and the rest of your plan.
Multi-state and residency planning
Income sourced and apportioned correctly across states, with residency and domicile decisions made on purpose rather than by default.
Fifteen minutes tells you whether the rest is worth it.
The consult is free. You leave knowing whether an assessment would pay for itself, before you spend anything.
Now it needs to be executed.
Most people have someone who files their taxes. Very few have someone who actually executes their strategies. That is the gap we close.
No risk guarantee.
Tax law is complex and ever-changing, but our promise is simple: do everything legally possible to keep more of your money working for you. If actual results ever fall short of these guarantees and you have met all required conditions, we make it right, period.
Complimentary. No document dump, no obligation.
More than just a tax review.
COMPREHENSIVE TAX ASSESSMENT
$2,997
Personal, business and corporate situations included.
From insight to execution
Your assessment delivers clarity and a strategic roadmap. If you choose to continue with our 12-month annual program, your strategy moves directly into execution, and your assessment investment is credited.
Your strategy deserves a year-round partner.
Your year-round tax advisor
One advisor who knows your household, your strategy and what you are building. When something changes, you have someone to call before it happens, not after. Regular strategy sessions keep your plan current and your decisions intentional.
What you get
A named advisor, scheduled sessions and answers throughout the year.
Implementation, not just explanation
Every strategy identified in your assessment gets implemented, not just explained. We manage the execution of the full plan so you can run your business while the work happens on your behalf.
What you get
Every strategy sequenced and executed inside the engagement year.
Quarterly plan adjustments
Proactive, not reactive. Every quarter we review your current position, confirm the plan is on track and adjust it. As income, structure or the tax code changes, the plan changes with it. No April surprises.
What you get
Four scheduled reviews a year and a plan that keeps pace with your income.
Your returns, filed
One advisor, one plan, one return. Personal and business returns are included for any entity covered by your assessment, so what gets implemented through the year is reflected accurately when it is filed.
What you get
Preparation and filing for the entities assessed, coordinated with the plan.
Audit defense and representation
You never go alone. We stand behind every strategy we implement. If the IRS raises a question about anything carried out under the plan, we represent you directly, at no additional cost inside the engagement.
What you get
Enrolled Agent representation included, with documentation and correspondence handled.
Our guarantees to you.
Tax law is complex and always changing. We keep the process simple: careful analysis, clear strategy, and a plan built around the opportunities available to you.
Projections are based on historical data and are not guarantees of future results. Actual outcomes vary with changing circumstances and external factors. Guarantees apply where the strategies are carried out as instructed, your data is complete and the assumptions behind the plan remain unchanged.
The people behind your strategy.
Nate Thorne, EA, CF-L1
FOUNDER AND MANAGING MEMBER
Twenty eight years as Chief Financial Officer, Division Controller, International Controller and Accounting Manager. Enrolled Agent # 00150513-EA.
Tax strategy
IRS representation
Entity structuring
CFO advisory
Dennis Schmitt, CPA
CPA
Leads bookkeeping and accounting, keeping client records accurate and current so every strategy is built on numbers that hold up.
Bookkeeping
Accounting
Financial statements
Month end close
McKenzie Thorne
OFFICE MANAGER · PTIN HOLDER
First point of contact for scheduling, onboarding and documents, keeping each client's engagement moving smoothly through the year.
Client services
Onboarding
Scheduling
Document management
Nearly three decades of putting more money into taxpayers' pockets.
Tens of thousands
Returns and filings prepared
Tally launching soon
Tax savings identified for clients, updated monthly
GIVING THROUGH ARIZONA CHARITABLE TAX CREDITS
$135,649
Dollars our clients have directed to charity through Arizona's charitable tax credits, money that would otherwise have gone to the state as tax.
$135,649
2025
$91,965
2026 year to date
OUR PREFERRED CHARITY PARTNERS
Real businesses, real filings, real outcomes.
Real estate investor, six figures released through structure
Holdings moved into the right entities, cost segregation and bonus depreciation applied, and a sale timed into the following year rather than this one.
Business owner, liability cut from $633K to $96K
A full assessment identified $537,419 in legitimate strategies across bonus depreciation, charitable structures and energy investment, an 85 percent reduction for the year.
What it sounds like when the worry finally stops.
Six figures we did not know we were leaving
Our returns were always on time, but nobody had ever looked at the structure. The assessment showed exactly what we had been overpaying and what to change first.
6 figures
Identified in the assessment
12 mo
Plan executed
A sale planned two years out
We started planning the exit long before the buyer showed up. By the time we signed, the structure and timing were already set, and the after tax number was one we could live with.
2 yrs
Identified in the assessment
1
Structure, set on purpose
Finally, someone looking at the whole picture
Between the properties and the operating company, nobody had ever tied it together. Now every acquisition gets run past the plan first, and depreciation is used when it is worth the most.
1
Plan across every entity
4
Reviews a year
Client stories shown for illustration. Replace with your own before launch.
The answers people want before they call.
Fifteen minutes tells you whether the rest is worth it, and the consult is free. Bring last year's return and a rough idea of what you own.
What is an Enrolled Agent?
Are we a good fit for you?
When should I start planning?
Do you work with clients outside Arizona and New Mexico?
How much does the initial consultation cost?
Notes from inside the filing season.
Tell us what you need. The quote is free.
Every high income situation is different. Tell us what you run, what you own and what you are planning, and we will come back with a straight answer on what an assessment would be worth to you.
Nate Thorne, EA, CF-L1
Enrolled Agent # 00150513-EA · Offices in Arizona and New Mexico