Innovation Advisory Group works with high earners, business owners, and families who want a proactive tax strategy, not another compliance vendor.
We do not file your taxes and we do not replace your existing advisors. We deliver advanced tax strategies that work alongside the professionals you already trust.
Minimize Tax,
Maximize Wealth
WHAT WE DO
PROACTIVE PLANNING, BUILT AROUND THE BIGGER PICTURE
Advanced Tax planning & mitigation
Proactive tax strategy for high earners, business owners, and one-time capital gains events. We identify lawful planning opportunities that often fall outside the scope of traditional tax preparation and compliance work.
A collaborative approach
We coordinate with your accountant, advisor, or attorney so each strategy is evaluated in the context of your existing plan. No conflicts, no silos, no disruption to the relationships you already have.
one-time capital gains planning
Preparing for a business sale, exit, or major liquidity event? We help evaluate and structure the strategy while the greatest number of planning options are still available. Many strategies must be implemented before closing, although certain opportunities may remain through the end of the tax year.
WHO WE SERVE
Planning designed for growing wealth and increasing complexity.
We work with clients who have enough income or complexity to benefit from proactive planning.
If your income and financial complexity have outgrown traditional tax preparation, we may be a strong fit.
List of Services
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Households with combined ordinary income near or above $500,000
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Business owners preparing for growth, transition or sale, including those anticipating at least $1 million in long-term capital gains
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High earners with $1,000,000 or more in pre-tax retirement accounts (403(b), Traditional IRA, 401(k)) planning for tax-efficient distribution and Roth conversion strategy
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Professionals and executives earning $500,000 or more annually through W-2 compensation, equity compensation, investment income, or a combination of income sources
FOR CPAS AND REFERRAL PARTNERS
Offer more without building a specialty department.
If you're an accountant or advisor whose clients need advanced tax planning your firm does not deliver in-house, we partner with professionals who want to offer more without building a specialty department.
Our CPA partners get:
- Proactive tax strategy delivered for their high-income and business-owner clients
- A collaborative specialist who respects your client relationship. We define roles clearly, coordinate with your firm, and avoid disrupting the relationships and services already in place.
- A structured way to move transactional tax prep clients into ongoing advisory relationships.
READY TO SEE WHAT'S POSSIBLE?
The introductory call is a working conversation. We review your current tax exposure, your existing planning, and where proactive tax strategy could change your outcome. If there is a fit, we scope the engagement from there.
CLIENT RESULTS
