Planning review coordination
Structured intake and analysis of the client’s situation so relevant strategies can be identified and evaluated.
The Red Ninja
Tax Reduction
Find. Structure. Execute.
Coordinated tax planning, business structures, deductions, and capital gains strategies — reviewed with qualified tax professionals.
01 · The client’s problem
Successful clients often have fragmented tax planning.
High-earning households and business owners frequently work with a preparer who looks backward at last year, while investment, business, and estate decisions are made separately. Planning opportunities can be missed simply because no one is coordinating the full picture.
- Tax preparation happens after decisions are already made
- Business structure may not reflect how the business operates today
- Liquidity events and concentrated positions are planned in isolation
- No single professional owns the coordination
02 · How the advisor identifies the opportunity
Signals worth a conversation.
You already know your clients. These are common indicators that a tax reduction review may be worth discussing.
- A client owns a business or has significant self-employment income
- An upcoming liquidity event, sale, or large realized gain
- Concentrated, low-basis positions in the portfolio
- Multiple income sources across entities or states
- The client says, “I only hear from my CPA in April.”
03 · What MyTaxNinjas provides
The coordination behind the conversation.
Access to tax professionals
Coordination with qualified tax professionals who review and advise on strategies appropriate to the client.
Entity & structure workflows
Organized document workflows for entity formation or restructuring when the client and their professionals decide to proceed.
Ongoing tracking
Status visibility for the advisor so implementation does not stall after the first meeting.
MyTaxNinjas does not provide tax or legal advice directly. Advice is provided by independent, appropriately licensed professionals. Scope of services depends on the partner agreement.
04 · The client experience
One relationship. A coordinated outcome.
Your client works with you. Behind the scenes, the work is organized and coordinated.
- One conversation with their advisor to share their situation
- A clear summary of options to discuss with their professionals
- Coordinated implementation instead of chasing multiple firms
- Ongoing check-ins as income and circumstances change
Stop Competing on Investment Performance Alone.
Become the advisor who brings the complete family office solution.