We don’t “optimize.” We engineer tax reductions you can execute.
Upload last year’s return for a complimentary analysis. If there’s real opportunity, you’ll get a written tax plan—and optional concierge execution. You invest only when the reduction is real.
We’ll confirm fit, scope, and pricing before any work begins. Results vary based on your facts and tax law.
What we do
We turn your return into an actionable tax system: identify levers, write the plan, and—if you want—run execution with compliance monitoring.
Free Analysis
A high-signal review of your prior-year return to determine if there’s real opportunity.
- Baseline and constraints assessment
- Reduction levers ranked by impact
- Clear recommendation: Plan vs Concierge
Tax Plan
A written, step-by-step roadmap with documentation and timing—built from your facts.
- Entity, compensation, and deduction strategy
- Implementation checklist and guardrails
Concierge Execution
We execute the plan with ongoing monitoring to keep you compliant as numbers change.
- 30% of first-time verified reduction
- $397/mo compliance monitoring + tracking
- Annual tax prep & filing included
- IRS Audit Protection included
How it works
Simple flow. No “sales call” first. Start by uploading your return so we can actually assess fit.
Upload your prior-year return
We review your baseline position, income streams, and the levers that actually move the needle.
Free analysis → decision
If there’s real opportunity, we show you the options: Tax Plan or Concierge Execution.
Execute + stay compliant
For Concierge clients, we monitor compliance and adjust as your income, payroll, or entities evolve. Audit Protection included.
Transparent Investment
A performance-aligned model: you invest when there’s verified tax reduction. If there’s no reduction, there’s no performance fee.
Free Analysis
Return review + opportunity screen
- Review prior-year return and key facts
- Identify high-impact levers and constraints
- Estimate reduction range (if any) and recommend next step
Tax Plan
Actionable strategy + roadmap
- Written plan tailored to your facts (not templates)
- Step-by-step actions, timing, and documentation
- Credit: Plan fee applies toward Concierge performance fee
Concierge Execution
+ $397/mo compliance monitoring
- We implement the plan end-to-end with you
- $0 performance fee if there’s no verified reduction
- $397/mo includes compliance monitoring + tracking
- Ongoing adjustments to stay compliant as things change
- Annual tax prep & filing included
- IRS Audit Protection included
- Tax Plan fee credits toward the 30% performance fee
How the performance fee works
The performance fee is 30% of the first-time, verified tax reduction attributable to the plan compared to your baseline. If there’s no verified reduction, the performance fee is $0. If you purchased a Tax Plan, the Tax Plan fee is credited toward the performance fee when you upgrade to Concierge.
What Our Clients Say
Don't just take our word for it. Here's what real clients have to say about their experience with Federal Tax Advisors.
Sarah Johnson
Small Business Owner
"Federal Tax Advisors saved me thousands with their strategic planning. They helped me set up my S-Corp correctly and showed me deductions I didn't even know existed. Best investment I've made for my business."
February 2024
Michael Chen
Real Estate Investor
"Managing multiple rental properties across three states was a nightmare until I found Fedtax. They handle everything seamlessly and their portal makes document upload so easy. Highly recommend!"
March 2024
Emily Parker
Freelance Designer
"As a freelancer, I was terrified of quarterly taxes. Fedtax set me up with a system that works perfectly. They calculate my estimates and remind me when payments are due. Total peace of mind."
January 2024
David Williams
Tech Startup Founder
"Fedtax helped us navigate R&D tax credits and equity compensation reporting. Their expertise in tech startups is unmatched. They're not just tax preparers, they're strategic partners."
April 2024
Lisa Rodriguez
Healthcare Professional
"I switched from a big-box tax service to Fedtax and the difference is night and day. They actually take time to understand my situation and find every possible deduction. They found deductions and credits my previous preparer missed."
February 2024
James Thompson
E-commerce Seller
"Dealing with sales tax nexus across multiple states was overwhelming. Fedtax sorted everything out and now I have a clear system. They made the process clear and painless from start to finish."
March 2024
Client Success Story
Rachel Kim - Restaurant Owner
"I was drowning in payroll taxes and sales tax compliance across two locations. Fedtax not only cleaned up three years of messy records, but they also helped me restructure my business to build a more tax-efficient setup year-round. They caught errors from my previous accountant and helped me identify issues and next steps. The team is responsive, knowledgeable, and genuinely cares about my success. I can finally focus on running my restaurants instead of worrying about taxes."
March 2024 • Los Angeles, CA
Credentialed Pros
Experienced tax professionals and a documented review process
Secure Platform
Bank-level encryption for all your sensitive data
Fast Service
Fast turnaround once documents are complete
Satisfaction Guaranteed
100% accuracy guarantee or we'll make it right
FAQ
Short answers to the questions clients ask before uploading.
Is the analysis really free?
Yes. Upload your most recent return and we’ll tell you if we see meaningful opportunity. If we don’t, we’ll say so.
What do you mean by “30% of reduction”?
For Concierge Execution, the performance fee is 30% of the first-time verified reduction attributable to the plan. No verified reduction → $0 performance fee.
What does $397/month include?
Compliance monitoring and tracking, concierge adjustments as your numbers change, and annual tax prep & filing—so the plan stays compliant and actually works.
Do you provide IRS Audit Protection?
Yes—Audit Protection is included with advisory engagements and is built into how we document and implement the plan.
What should I upload?
Your most recent federal return (PDF preferred). If you have major changes since then, add a short note in the form.
How it works
Upload a prior-year return and (optionally) describe your situation. We’ll confirm if you’re a fit and recommend the best next step.
Complimentary Analysis to estimate opportunity.
Tax Plan: 50% tax savings.
Concierge execution: 30% of reduction — $0 if no reduction.
Plan fee credit: Tax Plan fee credits toward Concierge.
Prefer to talk first?
Book a short call and we’ll guide you through what to upload.
Eligibility form
Takes 2–3 minutes.
Privacy Policy
Last updated: February 2024
Information We Collect
We collect information necessary to provide professional tax preparation and planning services:
- Personal identification information (name, address, SSN, date of birth)
- Contact information (email, phone number, mailing address)
- Financial information (income, expenses, bank accounts, investments)
- Tax documents (W-2s, 1099s, receipts, prior returns)
- Business information (entity details, payroll records, financial statements)
- Communication records (emails, calls, portal messages)
How We Use Your Information
Your information is used exclusively for:
- Preparing and filing your tax returns
- Providing tax planning and consulting services
- Communicating about your tax matters
- Responding to IRS or state tax authority inquiries
- Maintaining records as required by law
- Improving our services and client experience
Information Sharing
We do not sell, rent, or trade your personal information. We may share information only in these limited circumstances:
- IRS and State Agencies: As required for tax filing and compliance
- Service Providers: Secure cloud storage, payment processors (all under strict confidentiality agreements)
- Legal Requirements: When required by law, court order, or subpoena
- With Your Consent: When you explicitly authorize us to share information
Data Security
We implement comprehensive security measures:
- 256-bit encryption for all data transmission and storage
- Secure, password-protected client portals
- Multi-factor authentication for account access
- Regular security audits and updates
- Compliance with IRS Publication 4557 security standards
- Employee background checks and confidentiality training
- Secure, redundant data centers with physical security
Data Retention
We retain your tax records and related information for 7 years after filing, as required by IRS regulations and professional standards. After this period, all documents are securely destroyed. You may request earlier deletion of non-essential information.
Your Rights
You have the right to:
- Access your personal information we hold
- Request corrections to inaccurate information
- Request deletion of information (subject to legal retention requirements)
- Opt out of marketing communications
- Receive a copy of your tax records
- Withdraw consent for data processing (may limit our ability to provide services)
Contact Us
For questions about this Privacy Policy or to exercise your rights:
Email: info-privacy@fedtax.co
Mail: Federal Tax Advisors, 6101 San Felipe St, Suite 100, Houston, TX 77057
Terms of Service
Last updated: February 2024
Scope of Services
Federal Tax Advisros provides professional tax preparation, filing, and consulting services including:
- Individual and business tax return preparation
- Federal and state tax filing
- Tax planning and strategy consultation
- IRS notice and audit support
- Quarterly estimated tax calculations
We do not provide legal advice, investment advice, or bookkeeping services unless explicitly agreed upon.
Client Responsibilities
As a client, you agree to:
- Provide complete, accurate, and timely information
- Retain original documents and receipts as required by law
- Review your tax return carefully before approval
- Inform us of any changes to your situation that may affect your taxes
- Pay all fees according to agreed terms
- Respond to our requests for information in a timely manner
Failure to provide accurate information may result in errors, penalties, or additional fees for amended returns.
Fees and Payment
Payment terms:
- Fees are quoted based on complexity and confirmed before work begins
- 50% deposit required to start preparation
- Remaining balance due before filing
- Rush fees may apply for last-minute requests
- Additional fees for amended returns or audit support (unless error was our fault)
- Payment accepted via credit card, ACH, or check
Unpaid balances may be subject to collection efforts and late fees.
Disclaimers
Important limitations:
- No Guarantees: We cannot guarantee specific refund amounts or audit outcomes
- Tax Law Changes: Tax laws change frequently; advice is based on current law
- IRS Acceptance: We file returns accurately, but the IRS may reject or audit any return
- State Variations: State tax laws vary; we provide guidance based on available information
- Future Results: Past performance and tax savings do not guarantee future results
Limitation of Liability
Our liability is limited as follows:
- We are liable only for errors directly caused by our negligence
- Maximum liability is limited to fees paid for the specific service
- We are not liable for penalties or interest resulting from your incomplete or inaccurate information
- We are not liable for IRS or state agency actions beyond our control
- We maintain professional liability insurance as required
Termination
Either party may terminate services with written notice. Upon termination:
- You remain responsible for fees for work completed
- We will provide copies of your documents and work product
- We are released from further obligations
- Confidentiality obligations continue indefinitely
Changes to Terms
We may update these Terms of Service periodically. Material changes will be communicated via email or portal notification. Continued use of our services after changes constitutes acceptance of updated terms.
Governing Law
These terms are governed by the laws of [State]. Any disputes will be resolved through binding arbitration in [County, State], except for matters requiring IRS or state tax authority involvement.
Contact Information
Questions about these Terms of Service:
Email: info-legal@fedtax.co
Mail: Federal Tax Advisors, 6101 San Felipe St, Suite 100, Houston, TX 77057