Strategic Tax Planning for Solopreneurs Who Refuse to Overpay.
We helped one of our clients legally wipe out $1.2M in taxes. Discover how our strategic tax planning (not last-minute prep) is changing everything for solopreneurs like you.
Purpose
For The Mission-Driven Solopreneur
At every stage, our personalized tax services help you save big, build wealth and achieve your goals.
Tier 1
Paying Over $50k in Tax
Learn proven tax-saving strategies for solopreneurs earning $100K+ through our expert-led course, complete with live Q&As and a 1-1 strategy session.
Tier 2
Paying Over $100k in Tax
Explore personalized tax strategies in a free intro call with our team to see if we’re the right fit to help you save big on taxes.
Tier 3
Ready for 1-1 Tax Planning
Get started with our in-depth Tax Savings Analysis ($1750) by securely submitting your documents and letting our experts find missed opportunities.
Discover
Learn the Strategies Saving Solopreneurs $100k+ in Taxes
Our 'Tax Mastery for Solopreneurs' couse and community is perfect for the solo business owner and even comes with a $20k savings guarantee*.
Take Action
Get Instant Access to The 7-Figure Solopreneur's Tax Playbook (2025)
Our most impactful PDF guide on the exact strategies that 6 and 7-figure solopreneurs and business owners should be implementing to maximize their tax savings and build life-changing wealth.
Step-by-step guidance for tax planning implementation
The Top 10 advanced tax strategies we use with our 1-1 clients
Our playbook you can literally take right to your CPA!
Testimonials
Feedback and Reviews
Read what our clients have to say about our services.
Steve W.
Saved over $50k his first year working with us and gained financial clarity in his business.
Renato R.
Went from owing $50,000 to getting a $15,000 refund this year.
Shirley G.
Saves $95,000 annually from her tax plan with our team.
" First of all, it's I think my first time ever getting a refund. Which is a big thing. I love the organization, everyone. It's a good team being proactive... -Very organized and easy to work with, very responsive, open communication, and I think that's something that would help us business owners when it comes to planning for [our] taxes." -Renato
Our Premium Course Guaranteed to Save
You $20k or More in Taxes*
Learn from CEO and Certified Tax Strategist, Daniel Sleep, the exact strategies saving solopreneurs hundreds of thousands of dollars a year.
Meet the Team
Get to know the talented individuals behind your tax savings.
Camilo Rojas
Senior Tax Advisor
Jesse Romero
Account Management
Mary Lagman
Bookkeeping
Samuel Beck
Business Development
FAQs
Find answers to commonly asked questions about our process at Oakenshield Tax Advisors.
What does working with Oakenshield Tax Advisors look like?
It's simple, it's strategic. We start with a free consultation to understand your unique needs. If it's a good fit, we'll book you for our Tax Savings Analysis call where we'll craft a personalized tax plan and provide ongoing support to help you achieve your financial goals.
How is this different from tax preparation?
While tax preparation focuses on "reactive" compliance, our service emphasizes proactive strategy and planning—helping you save on your taxes, streamline your financials and do more with your realized savings.
Is the 3X ROI guarantee real?
Yes! We’re confident in our process and our promise. If we can’t find over $35,000 in savings (a 3X ROI), then we’ll refund you 110% of your investment.
What's your refund policy?
If we can’t find you $35,000+ in savings on your Tax Savings Analysis call, then we’ll refund you your analysis fee and send you a $175 Amazon e-gift card for your time.
Unlock Your Tax Savings Potential
Learn the insider strategies in our FREE E-book saving solopreneurs tens of thousands of dollars in taxes.
Helping the mission-driven solopreneur mitigate tax and build wealth.
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