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Nature Reserve

Strategic Tax Planning

We are your Rockstep guide to wealth growth

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We specialize in helping high-income earners - those paying six figures or more in total taxes - retain more of their hard-earned income through proactive, year-round tax planning and personalized guidance.

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About

"The Greatest Return Starts With Investing In Tax Planning To Mitigate Taxes."

We go beyond the role of typical CPAs, tax preparers, or bookkeepers. As tax planning specialists, we help you navigate the complex IRS tax code and uncover valuable incentives and strategies to maximize your savings. Our proactive approach keeps you informed year-round, ensuring your tax plan is executed on time and with precision. Our strategies cover a wide range of areas—including tax-advantaged investments, retirement and estate planning, entity formation and restructuring, as well as essential deductions and credits. Contact us today for a complimentary review of your current situation and take the first step toward keeping more of what you earn.

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Our Services

Tax Planning, Tax Preparation, Tax Resolution, and Bookkeeping

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Tax Planning

Comprehensive tax planning services.

 

  • Proactive Tax Strategy & Year-Round Planning

  • Entity Selection & Structuring

  • High-Income Earner Strategies

  • Business Owner Tax Optimization

  • Investment & Wealth-Building Tax Planning

  • Retirement & Long-Term Planning

  • Estate & Legacy Planning

  • Credits & Incentives

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Tax Preparation

  • Business Returns

  • Individual Returns

  • State Returns

  • Partnership Returns

  • Estate Returns

  • Amended Tax Return

  • Extensions/Late Filings/Back Taxes

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Tax Resolution

  • IRS Representation

  • Payment & Settlement Solutions

  • Penalty Relief & Abatement

  • Back Tax Filings & Compliance

  • Business Tax Resolution

  • Special Relief Programs

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Bookkeeping

Complete Monthly Bookkeeping services for Small Businesses.

 

  • Record and maintain all transactions.

  • Reconcile bank and CC accounts.

  • Provide reports such as balance sheets, P&L statements, etc. as needed.Process sales tax and other city filings.

Who We Serve

High-Income Professionals

  • Doctors, Surgeons, Dentists, Pharmacists 

  • Attorneys 

  • Executives

  • Engineers 

  • Finance Professionals

Business Owners

  • Small business owners and entrepreneurs

  • Owners of professional service firms (medical, dental, legal, consulting)

  • Start-up founders and venture-backed executives

  • Franchise owners

  • Multi-partner business owners (LLCs, LLPs, S-Corps)

Corporate Leadership

  • C-suite executives

  • Vice Presidents and Directors

  • Equity-compensated employees (stock options, RSUs, ESPPs)

Real Estate 

Investors

  • Short-Term Rental Investors

  • Small-to-Mid Scale Landlords (5–20 Units)

  • Large Portfolio Investors (20+ Units / Syndicators)

  • Real Estate Developers & Flippers

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Let's discuss your tax needs.
"Schedule for a complimentary analysis of how much tax you can save."
 

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