Taxmosis
Be smart. Plan well. Pay minimum taxes.
Minimize Taxes.
Zero taxes. That can happen.
All you high-earning couples in tech and finance...
Keep more of what you earn and plan for a tax-efficient future.
Our innovative tax strategies and estate planning expertise can help you save today and build wealth for tomorrow.
The Tax Burden of High Earners
You’ve worked hard to achieve financial success, but as a high-earning couple, taxes can take a big bite out of your income. Whether it’s your W-2 wages, stock options, or investment gains, navigating the complexities of the tax code can feel overwhelming—and costly.
At Taxmosis, we specialize in helping families like yours minimize tax liability through advanced strategies tailored to your unique financial profile.
What We Offer
At Taxmosis, we provide comprehensive, cutting-edge tax strategies to help you achieve your financial goals. Our areas of expertise include:
1. Company Incorporation and Business Structuring
Start a consulting or service-based business to unlock:
• Tax-deductible business expenses (home office, travel, equipment).
• Income splitting with family members to reduce taxable income.
• High-limit retirement contributions with Solo 401(k) or SEP IRA plans.
Example:
A Bay Area couple earning $700,000 started a consulting LLC. By shifting $120,000 of their income to the business, they saved over $40,000 in taxes while investing more in retirement.
2. Qualified Opportunity Zones
Reinvest capital gains into Opportunity Zone projects to:
• Defer taxes on gains.
• Reduce tax liability after holding the investment for 5–10 years.
• Create long-term tax-free growth opportunities.
Example:
A family reinvested $150,000 in gains from stock sales into a real estate project in an Opportunity Zone, saving $30,000 in taxes and positioning themselves for future growth.
3. Cost Segregation for Real Estate Investors
Maximize depreciation deductions on rental properties by:
• Accelerating deductions for building components.
• Lowering taxable income from rental earnings.
Example:
A family-owned rental property valued at $1M was restructured through cost segregation, generating an additional $70,000 in depreciation deductions in the first year.
4. Estate Planning and Generational Wealth Transfer
Ensure your wealth creates a lasting legacy through:
• Tax-efficient trusts and gifting strategies.
• Setting up family limited partnerships.
• Utilizing tax-free investments like 529 Plans for education.
Example:
A couple gifted $34,000 annually to each of their two children through a Family Trust, reducing their taxable estate and funding their grandchildren’s education.
5. Tax-Free Investments
Invest smarter with strategies like:
• Tax-free municipal bonds for high-yield, low-risk returns.
• Maximizing contributions to HSAs, Roth IRAs, and 529 Plans.
• Leveraging insurance products for tax-deferred growth.
So why are you waiting ?
It's time you paid the same amount of taxes as big businesses and millionaires. Zilch ! Zero!
Why choose Taxmosis?
Tailored Expertise
Innovative Solutions
Our strategies go beyond the basics, incorporating innovations like Opportunity Zones and cost segregation.
Experts at Herbert Financial
Our collaboration with financial planning experts at Herbert Financial ensures a holistic approach to your wealth.
Tania Herbert and Ashraf Hanna have extensive experience in tax planning and wealth management. Their team of CPAs, accountants and lawyers make it a breeze to handle any tax situation easily.
Long Term Focus
We help you build a future of financial security through estate planning and generational wealth strategies. We are not here to just file your taxes for a year. We want to ensure longevity of your wealth and access to capital to your kids and grandkids tax free.