Strategy before filing
We focus on the decisions that can change your tax outcome, not simply the forms required after the fact.
Our approach is different.
We are a team of credentialed tax strategists, financial planners, and specialists who work together to build proactive, integrated tax plans for complex financial lives.
Our story
Built for clients the traditional model leaves behind.
Most tax professionals are focused on compliance — filing accurately and on time. That is necessary, but it is not strategy. Resolutions Tax and Finance was founded to fill the gap between what a CPA files and what a client actually needs to reduce their tax burden over time.
We work with athletes, high-net-worth individuals, real estate investors, founders, and clients navigating divorce — people whose financial lives are complex enough to demand more than a once-a-year conversation.
Our team brings together CPAs, Enrolled Agents, Certified Financial Planners, Self-Directed IRA Specialists, and Cost Segregation Advisors. We collaborate with your bookkeeper, brokerage firm, and tax preparer to keep every part of your financial picture working together.
Tax planning is not a once-a-year task. It is a long-term advantage when it is built into the way you make decisions.
A more intentional way to tax plan through mapping.
Clarity without compromise
Complex tax strategy mapping should still feel understandable. We explain the why behind every recommendation.
Built around your life
Your tax strategy mapping should support your investments, business, family, and long-term goals as one connected plan.
Full Refund Guarantee
We stand behind every strategy session.
We charge an upfront strategy session fee because the work we do in that session is real, thorough, and immediately actionable. But we also believe you should only pay for results. If the tax savings we identify and implement in your next tax filing season do not equal or exceed the strategy session fee you paid, we will refund it in full. No questions asked.
Guarantee applies to the strategy session fee paid upfront. Savings are measured against your next completed tax filing following the session. Refund is issued if documented tax savings fall below the session fee amount. Tax preparation and implementation are separate services.
Ready to get started?
Let's build your tax strategy.
Schedule a strategy session and find out exactly how much you could be saving.
Schedule a strategy session