THE DIFFERENСЕ
COMPLIANCE TELLS YOU
WHAT ALREADY HAPPENED.
TRADITIONAL CPA
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Reactive. Records history after the fact.
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Advice delivered in 10 minutes at return pickup.
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No quantified savings. No modeled impact.
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Surprise tax bills. Missed deadlines. Penalties.
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Strategies copied from social media - executed wrong.
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Crickets between April and the next tax season.
T&V TAX ADVISORY
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Proactive. Plan before the year-end, not after.
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Formal tax planning report with modeled outcomes.
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Estimated savings and cash-flow impact per strategy.
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Quarterly projections. No surprises at filing.
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Strategies executed correctly - with audit-ready docs.
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Monthly Strategy Tracker™ keeps execution on schedule.
Advisory tells you what to do about it, before it's too late. Here's the difference between a tax preparer and a tax advisor.
THE SYSTEM
FOUR PARTS.
ONE OPERATING SYSTEM FOR TAXES.
01
TAX ADVISORY BOARD
Your operational hub. Every deliverable, action item, deadline, and communication in one place. Built in Karbon, collaborate, check off items, stay in sync.
ALWAYS ON DASHBOARD - 204/7
02
TAX PLANNING
A formal planning report with hand-picked strategies modeled to your facts. Estimated savings, implementation steps, priorities, and deadlines, delivered.
YOUR STARTTING POINT
03
TAX PROJECTIONS
Projected return modeling to recalibrate your estimated payments. Manage cash flow, avoid underpayment penalties, and eliminate filing-season surprises.
AS - NEEDED
01 - TIME RECAPTURED
STRATEGY TRACKER
Monthly accountability for approved strategies. Deadline tracking, estimated, payment reminders, and proactive outreach to keep execution, and savings, on track.
MONTHY SERVICES
WHO THIS IS FOR
BUILT FOR TWO
KINDS OF TAXPAYERS.
FOR BUSINESS OWNERS
GROWING
PRIVATE BUSINESSES
You run a privately, held company in growth mode, building, hiring, expanding. Your tax bill is material, and you want a system that captures opportunities your current CPA isn't surfacing.
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$IM-$50M in annual revenue
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$500K+ adjusted gross income at the owner level
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S-corp, LLC, or multi-entity structures
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Planning to operate for the next 5+ years
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Professional services, legal, manufacturing, mortgage, realestate-adjacent
Tax advisory delivers the strongest ROI when there's meaningful tax exposure and a fact pattern that supports real planning. Here's where we fit.
FOR REAL ESTATE INVESTORS
ACTIVE REAL ESTATE
PORTFOLIOS
You hold rentals, short-term rentals, or a mixed portfolio. You've heard about REPS, STR, cost seg, and 1031s, but you want them executed correctly, with audit-defensible documentation.
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Active rental and/or short-term rental portfolio
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REPS or material participation ambitions
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Multi-property or multi-entity holdings
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Interested in cost seg, 1031s, Swap-Until-You-Drop
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Want a contemporaneous logbook + tracking system
PRIMARY FIT
3-5x
TYPICAL TAX SAVINGS RELATIVE TO ADVISORY FEES
$250K+
LARGEST SINGLE-YEAR DAYS OF TAX SAVINGS DELIVERED
365
DAYS OF
YEAR-ROUND TRACKING
1
DEDICATED POINT
OF CONTACT
Figures reflect typical outcomes observed across engagements and are not guarantees of specific savings. Results vary based on fact pattern, income level, entity structure, and strategy implementation. Advisory fees are not contingent on tax saving, they are scoped in advance based on complexity and package tier.
THE PARTNERS
YOU'LL TALK TO А
PARTNER. NOT A REP.
Every initial call is conducted by one of our two managing partners. You'll get the same advisory framework, the same technical depth, and the same direct access either way.
MANAGING PARTNER - TAX STRATEGIST
BOBBACK TEHRANI, CPA
Bobback has been practicing tax since 2009 and has been a licensed CPA since 2010. He works best with business owners - Scorps, operating companies, and the kinds of privately-held firms where the numbers on the return only make sense if you understand the people behind them. Clients stay with him for years because he takes the time to know the business and the owner, then builds planning around both. Technical depth without the accountant-at-a-distance detachment.
CPA
SINCE 2010
S-CORP & OPERATING CO.
MANAGING PARTNER - TAX STRATEGIST
GABRIEL VELEZ, CРА, ЕА
Gabe has been practicing tax since 2010 and is dual-licensed as a CPA and Enrolled Agent. His focus is real estate investors and highincome professionals - legal, medical, and other service firms where execution, not ideas, is the bottleneck. Clients who choose Gabe tend to be growth-focused and solution-oriented; they want a plan, a deadline, and a partner who will actually hold it together through the year. Detail-heavy. Execution-obsessed.
CPA
EA
REAL ESTATE & PROFESSIONALS
STEP ONE
BOOK 15 MINUTES
PARTNER CALL.
A candid conversation to see if we're a fit. No hard sell. No pressure. If we can help, we'll say so. If we can't, we'll tell you that too, and point you in a better direction.
WHAT WE'LL COVER
Fifteen minutes, focused. You'll leave with a clear read on whether advisory is worth it for your situation - and roughly what it would look like.
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Your current tax setup and pain points
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Rough qualification: revenue, AGI, entity structure
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Napkin-math on likely savings opportunities
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Fit assessment - honest, both directions
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Next steps if there's a reason to continue
QUESTIONS WE HEAR OFTEN