Do I have to replace my CPA?+
No. Melissa doesn't poach clients, and filing and planning are two different jobs. If your CPA is open to it, she coordinates with them directly so the return lines up with what was set up. If you'd rather have both under one roof, your business and personal returns can be included.
Is this legal, and will it hold up with the IRS?+
Every move is grounded in the tax code, the Treasury regulations and court decisions, and each one is documented as though someone will review it. Melissa is an Enrolled Agent, federally licensed to represent taxpayers before the IRS. If a notice ever arrives, it goes to her and she deals with it.
Is it too late to lower my 2026 taxes?+
Not yet, but the window is closing. Nearly every move that changes your 2026 return has to be in place by December 31st, so the sooner we start, the more of them still count. The savings show up when your 2026 return is filed.
My setup is messy. Should I clean it up before we talk?+
No. Several companies, money moving between them, a building in its own LLC: that's the kind of situation Melissa likes most, because the biggest savings usually hide in how the pieces connect. Bring it exactly as it is, with a quick list of each company and who owns what.
Who actually does the work?+
You work with Melissa directly. She reviews your returns and companies herself, builds the strategy, sets each move up and keeps the records behind it. She won't sell you a binder of ideas to carry out on your own, because a plan without implementation is just a wish list.
What does it cost?+
It's one flat yearly fee based on your revenue and how many companies you own, quoted up front on the strategy call before you agree to anything. It's not hourly billing, and it covers the strategy, the setup, and one business return and one personal return.
What if my taxes don't come down by $80,000?+
Then you don't pay. If the moves we put in place don't cut your 2026 taxes by at least $80,000, the year's fee is refunded. All it takes from you is sharing your returns and year-to-date numbers, and approving each move before December 31st.
Do you work with owners outside Idaho?+
Yes. Enrolled Agents are federally licensed, so Melissa works with business owners in all 50 states. Her office is in Garden City, Idaho, and the strategy call happens online.
The Tax