The 2026 tax year
You earn well. Your CPA files. Nobody plans.
Twenty working days in a month, starting Monday the 1st. Look closely at who each one actually belongs to.
Before a dollar reaches you
Eight of them go to the IRS.
Every Monday and Tuesday, handed over before you or your family see any of it.
16 hoursevery week
830+ hoursevery year
$3.1 millionafter ten years, from about $200,000 Taxes saved each year and invested at 8%.
Illustration only. Actual savings and returns vary with your full facts.
1,150+Returns we prepare and sign
200+Donation clients each year
10%Fee, only on net tax saved
Dec 1Last day to implement for 2026
$0 extraAudit defence included in every engagement
Next step
One 20-minute call is the whole first commitment
Every week you wait is a week of this year you can no longer change.
✓ No obligation · ✓ Discovery call first · ✓ Fully confidential
- Office
- 5900 Balcones Drive, Ste 100
Austin, Texas 78731 - Phone
- +1 (972) 694-9811
01 · The problem
Your business structure is costing you thousands every year
Same fare, different seat. Why fly premium economy when business class costs about the same?
Remember booking premium economy thinking you'd got a great deal, then learning the person next to you paid almost the same for business class and five times the perks?
Running your business with the wrong structure works the same way. You pay about the same in accounting and filing fees, while owners in your position get far better tax results from structures built for how they actually earn.
02 · The plan
We handle everything, start to finish
One team from the first call to the filed return; you make the decisions, we do the work.
Implementation and documentation
Every step carried out and documented, so your file is complete and audit-ready.
Entity formation
We form and structure the entities your plan needs, set up correctly from day one.
Investment sourcing
We source the qualifying investments behind each strategy, so you're never left searching.
Tax return preparation
The plan and the return come from one team, with every position reported.
Planning and compliance
Strategies planned ahead of the deadlines and structured to stand on the law.
A network behind you
Accountants, attorneys and financial advisors, brought in whenever your plan needs them.
03 · How we work
How it works
Four steps, about four weeks from first call to plan in hand, and no homework.
Week 1
Intake
You send last year's return, this year's income picture and your current documents. We do the rest.
Week 2
Modeling
We project your 2026 income and run it through every applicable route, quantifying each in dollars.
Week 3
Plan
A written plan with dated actions, the strategies compared, and a call to walk you through it. You decide what to carry out.
Week 4
Walkthrough
Once you've decided, the plan becomes a schedule with dates and owners, confirmed in writing before anything moves.
01 · Who you are hiring
Why United Advisory
You're hiring the people who will also prepare your return.
1,150+
Returns we prepare
A licensed CPA firm. We prepare, review and sign the returns that report these positions, so our name is on the outcome, not just the advice.
200+
Donation clients each year
Planning and compliance under one roof. No handoff between the advisor who recommends and the preparer who reports.
We say no
to structures that don't hold up
We review promoted strategies before they reach clients, and several don't survive that review. You benefit from what we decline as much as from what we recommend.
02 · Your protection
If you're ever audited, we defend you
Every engagement includes audit defense. If you're audited during the three-year statute of limitations, we and our strategy partners will use our EAs, CPAs and attorneys to defend your return at no additional cost.
That holds even if you move to another firm in later years and are then audited for the year you worked with us.
Terms
Engagement and fees
No retainer and no fixed fee: we're paid only from the savings we deliver above what you invest.
10%
of your net tax saving
Net tax saving is the tax you save minus the amount you invest. If there's nothing left over, there's no fee.
Our guarantee
We aim for a tax saving of at least 100% of what you invest. If your tax savings don't at least equal your investment, you pay no fee.
The $50,000 challenge
If our review can't show you how to save at least $50,000, we'll pay you $1,000.