
Keep your accountant for the return, while a tax attorney who knows law firms plans your taxes before the year ends.
The Firm Behind The Offer
Is This You?
How We Work With You
How Megan, a tax attorney, finds the savings in your firm and gets each change made.
She takes a close look at how your firm and your personal finances are structured: entity and ownership, how you and any partners are paid, retirement, real estate and any extra entities.
Running as a sole proprietor, a partnership or an S corp changes what you owe. When a new entity fits, Megan drafts and files the documents and the S corp election herself.
How you and any partners pay yourselves can dramatically change your tax bill, so Megan works out the way money should leave the firm for each owner.
Retirement and benefit planning is often the single largest lever for high earners. You get the deduction, and the money is still yours, sitting in your own account.
When there's a building or a second entity in the mix, Megan coordinates your entities so they work together in your favor.
You keep your accountant and your advisors. Megan works alongside them, or fills any gaps, so every change is made right and shows up on the return that gets filed.
On The Record
I was amazed by Megan's expertise, professionalism, attention to detail, and comprehensive analysis. I estimate the value of her advice to be approximately 3X the cost of her services, just in one year of taxes. I am so grateful we found Megan and that she was available to advise us.
My wife and I can't say enough good things about working with Megan Robin. We were looking for guidance on both business and family wealth planning, and Megan delivered exactly what we needed... As someone new to running a business, I found her insights invaluable. She took the time to really listen to our goals and built a multiphase plan tailored to both our professional and personal priorities.
Still On The Fence?
On the strategy call, Megan looks at your firm's revenue, what it paid you and how it's set up. She'll show you where the firm is likely overpaying and which 2026 changes have a December 31st deadline.
Book A Strategy CallAny client results described on this page are not a guarantee of future results. Every tax situation is different, and outcomes depend on your income, structure and timing. This site is not affiliated with or endorsed by Facebook, Instagram, Google or any other advertising platform.