Real tax savings that change lives.

You're not overpaying taxes by accident — you're overpaying because no one is proactively planning them. AVAIL helps high-income individuals legally reduce, defer, and optimize the taxes that quietly drain their wealth.

WHAT WE DO

 

We design the strategy behind the return.

At AVAIL we specialize in strategic tax planning designed to reduce, defer, and optimize taxes across your entire financial life — not paperwork after the fact.


With our comprehensive tax strategy and financial optimization, AVAIL expands that concept into a structured, client-facing planning process:


  • Identify hidden tax inefficiencies
  • Model advanced tax-saving strategies
  • Coordinate with your CPA and advisors
  • Implement strategies aligned with your long-term goals



We don't prepare returns. We design the strategy behind them.

OUR APPROACH

Most professionals operate in silos.

AVAIL fills the gap.

CPAs

report what already happened.

Advisors

manage your investments

Attorneys

handle the legal structures

Very few focus on strategically reducing taxes before they occur. We act as your Tax Strategy Partner, focusing on: forward-looking planning, scenario modeling, and multi-year reduction strategies coordinated across your entire advisory team.

WHO WE HELP

  • Pay $50,000+ annually in taxes
  • Are selling or considering selling high-gain assets:
  • Real estate
  • Businesses
  • Investment portfolios
  • Crypto or collectibles
  • Roth conversions
  • Want to reduce taxes while building long-term wealth and legacy
  • Have high or growing income
  • Are preparing for a major financial event
  • Want proactive—not reactive—tax planning


We work best with individuals and families who:

Common Situations

Who We're Not For

  • Individuals seeking basic tax preparation
  • Situations without meaningful tax exposure
  • One-time, transactional tax questions
  • Selling a business
  • Selling real estate with significant gains
  • Large stock or crypto positions
  • High-income professionals seeking efficiency
  • Individuals focused on legacy and wealth transfer

CORE STRATEGIES

Customized combinations, not templates.

AVAIL delivers tailored strategy combinations across reduction, deferral, legacy and exit planning.

Black downward-right arrow icon on a white background

Tax Reduction

  • Income shifting & timing
  • Deduction maximization
  • Entity structuring


Discount tag with percent symbol and clock icon, indicating a limited-time sale

Tax Deferral*

  • Capital gains deferral
  • Installment & structured sales
  • Real estate deferral techniques


Money bag and coins icon with circular exchange arrows, black on white.

Legacy & Wealth Transfer

  • Charitable strategies
  • Multi-generational planning
  • Estate efficiency


Black water droplet with a dollar sign inside a white outline droplet icon

Exit & Liquidity

  • Pre-sale tax strategy
  • Business exit planning
  • Real estate transitions


*Tax deferral allows taxes to be postponed to a future period, potentially reducing overall liability and increasing compounding

WHY AVAIL

The wealthy don't break the tax rules. They understand them.

At AVAIL we help you do the same.



  • Planning-focused (not preparation)
  • Strategy-first approach
  • Advanced modeling and projections
  • Coordinated with your existing advisors
  • Focused on long-term impact—not short-term fixes

HOW WE WORK

Black magnifying glass search icon on a white background

Discovery

Determine if you

even have

a tax problem

Black analytics icon with magnifying glass over bar chart and rising arrow.

Analysis & Modeling

Analyze current tax situation & model multiple strategies

Black crossed pencil and ruler icon on a white background

Strategy Design

Build a customized,

multi-year

tax plan

Black hand holding a gear icon, symbolizing support or settings.

Implementation Support

Coordinate with your CPA and other professionals to execute