Tax savings aren’t a last-minute scramble. They’re a strategic power move.
Tax planning beats tax preparation every time.
(Sure, you need both, but the real cash lies in the planning.)
(Sure, you need both, but the real cash lies in the planning.)
We offer two key services :
Tax Planning
Tax Preparation for individuals and businesses
Don’t wait until the end of the year.
By then, you’ve wasted your best opportunities.
Proactive tax planning with a Revo advisor could keep tens or hundreds of thousands of dollars in your pocket. No exaggeration. How? Start planning before you make major financial moves.
Maximum savings demand a proactive plan.
BOOK AN APPOINTMENT
Tax Planning
First, we plan
You don’t sit around waiting for things to happen. You make things happen. So do we. Talk to us before you:
✓ Negotiate to buy or sell a business
✓ Snag a vacation home or rental property
✓ Launch a business or side hustle
✓ Switch up your business incorporation
✓ Map out a succession plan
✓ Make a significant investment
✓ Experience a significant windfall
✓ Make a big donation
✓ Realize a capital gain
✓ Snag a vacation home or rental property
✓ Launch a business or side hustle
✓ Switch up your business incorporation
✓ Map out a succession plan
✓ Make a significant investment
✓ Experience a significant windfall
✓ Make a big donation
✓ Realize a capital gain
Your custom-built tax plan aligns perfectly with your investment strategies, risk tolerance, disposable income, lifestyle, and your 5–10-year vision. (We can even loop your financial planner into the conversation, so everyone’s rowing in the same direction.)
Armed with your plan, you can make smart, bold decisions with confidence.
Every move becomes more thrilling when you know you’re squeezing every penny out of the tax code (and giving our nation’s economy a boost).
Then, you act
Tax Preparation
Then, we file
Tax preparation is a mandatory ritual of compliance.
But it still requires skill and a sharp eye for detail. One slip-up and your savings vanish into thin air.
Filing is also the final shot to squeeze every penny out of the tax code, and Revo’s razor-sharp team is exceptional at spotting hidden ways to save.
Tax Planning
First, we plan
You don’t sit around waiting for things to happen. You make things happen. So do we. Talk to us before you:
✓ Negotiate to buy or sell a business
✓ Snag a vacation home or rental property
✓ Launch a business or side hustle
✓ Switch up your business incorporation
✓ Map out a succession plan
✓ Make a significant investment
✓ Experience a significant windfall
✓ Make a big donation
✓ Realize a capital gain
✓ Snag a vacation home or rental property
✓ Launch a business or side hustle
✓ Switch up your business incorporation
✓ Map out a succession plan
✓ Make a significant investment
✓ Experience a significant windfall
✓ Make a big donation
✓ Realize a capital gain
Don’t drag your feet. Let’s start planning a year or more in advance. Plan NOW!
BOOK AN APPOINTMENT
Then, you act
Your custom-built tax plan aligns perfectly with your investment strategies, risk tolerance, disposable income, lifestyle, and your 5–10-year vision. (We can even loop your financial planner into the conversation, so everyone’s rowing in the same direction.)
Armed with your plan, you can make smart, bold decisions with confidence.
Every move becomes more thrilling when you know you’re squeezing every penny out of the tax code (and giving our nation’s economy a boost).
BOOK AN APPOINTMENT
Tax Preparation
Then, we file
Tax preparation is a mandatory ritual of compliance.
But it still requires skill and a sharp eye for detail. One slip-up and your savings vanish into thin air.
Filing is also the final shot to squeeze every penny out of the tax code, and Revo’s razor-sharp team is exceptional at spotting hidden ways to save.
We promise that when it comes time to file, you’ll pay all the taxes you legally owe but not a penny more. (And if we can prevent you from paying even a single penny, we will.)
BOOK AN APPOINTMENT
Revo clients see their tax planning pay off
“We appreciate the team's professionalism in making complex tax planning simple and keeping us on track with detailed project management. Their counsel and execution ensure we maximize value while adhering to legal guidelines.”
Edward Jirikils
Owner, Outdoor Adventure Rental, LLC
Mike Pine and his team have been my trusted tax partners for 12 years, offering "big firm" expertise with the personal touch of a small firm. They're thorough, timely, and accommodating, making tax prep effortless. Highly recommend!
Mark Rogers
CFO, Lux Ice
When is the right time to make a tax plan? NOW!
Book a Consultation
Book a 15-minute consult to confirm that we can help you keep your money.
Execute Your Personal Strategy
Work with your Revo advisor to create a custom strategy for your situation and goals.
Secure Your Financial Future
Watch your wealth grow when you keep more of your own money.
BOOK AN APPOINTMENT
What do you want to know?
Do you ever stop working with clients?
Are Revo staff CPAs?
Will Revo do my bookkeeping or serve as my accountant?
Does tax planning look the same for every Revo client?
How often will we meet?
Can I hire Revo to help me if I’m audited?
Listen and Learn
Hidden Money Podcast!
Hosts Mike Pine and Kevin Schneider help you understand ways you can slash your taxes and keep as much of your money as the law allows.
Listen and Learn
Hidden Money Podcast!
Hosts Mike Pine and Kevin Schneider help you understand ways you can slash your taxes and keep as much of your money as the law allows.
Listen and Learn
Hidden Money Podcast!
Hosts Mike Pine and Kevin Schneider help you understand ways you can slash your taxes and keep as much of your money as the law allows.
Tax mitigation, not evasion.
Tax mitigation not evasion.