You Worked Hard to Build Wealth.
Now Protect It from Taxes.
Watch this video and book a call
Legally lower your taxes through our strategic tax planning, focused on
Tax-Free Roth Conversions
Purpose
Reduce Taxes Now and Forever
Customized retirement tax planning for business owners and high-income professionals with large pre-tax retirement accounts.
Delay
Defer taxes in high-income years
Strategically defer taxes during peak earning years to create better future conversion opportunities.
Position
Use Strategies to Offset Conversions
Use tax-efficient planning strategies to help offset conversions and improve long-term flexibility
Transform
Income is transformed from taxable to Tax-Free
Create more tax-efficient retirement income while reducing future tax exposure and potential RMD pressure.
Discover
The Roth Conversion Strategies Saving $20k+ in Taxes
Discover How Business Owners and Investors with Large Pre-Tax Retirement Accounts Can Reduce Future Tax Exposure through these core strategies
Testimonials
See What Others Are Saying About Oakenshield Tax Advidors
Read what our clients have to say about our services.
Darin R.
Saved over $34k his first year working with us and gained financial clarity in his business.
Conrad K.
Went from ALWAYS owing $10k+ in taxes to $10k+ saved and no tax surprises
David D.
Saves $21,116 against early retirement income with active planning
Meredith C.
Got a $9k refund with all the proper structure and compliance she needed for her fast-paced operation.
Renato R.
Working with Oakenshield, he went from a $50k TAX BILL to a $15,000 REFUND.
Annie T.
Saves thousands a year by proactive service that allows her to focus on what she enjoys in her business.
Customer Testimonials
Read what our customers have to say
Our courses have been a game-changer for my podcasting journey.
John Doe
The creator's expertise has helped me take my podcast to the next level.
Sarah Thompson
The courses have exceeded my expectations and have been worth every penny.
Jane Smith
I never knew podcasting could be so easy and profitable. Thank you!
Emily Brown
I highly recommend the courses for anyone serious about podcasting.
Michael Wilson
I've seen tremendous growth in my podcast audience since taking the courses.
Jane Smith
Meet the Team
Get to know the talented individuals behind your tax savings.
Camilo Rojas, EA
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. As long as a core part of your tax planning involves Roth conversions, then you've picked the perfect firm.
How is this different from tax preparation?
Tax Preparation focuses on the past. Tax Planning is centered around the future. It's a wildly different approach and includes simulations and projects of your taxes to properly place offsetting strategies against Roth conversions
What Is the ROI for Tax Planning with Roth Conversions?
We don't want to convert to Roth at all costs. It needs to balance with other aspects of your life. Let's say any additional income would be taxed at a marginal rate of 22%, if we found a strategy to offset the conversion of $50,000, then you'd save $11,000 in upfront taxes (and that income would never be tax after that either). Then ROI would be 220%.
Unlock Your Tax-Free Income Potential
Don't delay growing your hard earned savings into tax-free income streams.
Helping business owners reduce future retirement taxes through strategic Roth conversion planning
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