Identify My Savings Number
Discover How We've Helped High Income Earners & Business Owners Identify 5-Figure Leaks Causing Them to Overpay on Their Taxes
Through our Tax Eliminator Scorecard we uncover missing deductions & tax strategiesβallowing us to uncover five-figure tax savings β in some cases $44,000 or more β for our clients.
Most High Earners Don't Have A Tax Problem.
They Have A Planning Problem.
Your CPA Is Reactive
CPAs file returns accuratelyβbut rarely bring proactive strategies unless you specifically ask. Their job is compliance. Not optimization. Not year-round coordination.
You're Paying More Than Necessary
Business profits, rental income, RSUs, bonuses, capital gains, and property sales each carry tax exposure that coordinated strategy can reduce. Most households never know what's being left behind.
Nobody Is Connecting The Dots
Business decisions, investments, retirement accounts, and charitable giving operate in silos. Without coordination, each creates unnecessary tax exposure that nobody is engineering away.
The biggest tax-saving opportunities happen throughout the yearβnot at filing time.
You Can Keep More,
Owe Less, and Finally
Have a Plan That Works
Here's what our clients consistently walk away with after going through the Tax Elimination Scorecard process.
More Cash In Your Pocket
Reduce unnecessary tax exposure and increase your after-tax income without changing how you live or run your business.
A Clear Year-Round Strategy
Stop scrambling at tax time. Know exactly what moves to make before quarterly deadlines and year-end so nothing is left on the table.
Everything Working Together
Your business, investments, retirement accounts, and charitable giving finally coordinated as one unified tax strategyβnot five separate pieces.
Confidence in Every Decision
No more guessing whether you're doing it right. Operate from a documented plan built around your specific income, structure, and goals.
What clients typically discover once someone reviews their returns as a diagnosticβnot just a compliance document.*
The scorecard and forensic review are designed to surface your highest-impact opportunities fastβbefore the next quarterly deadline.
The planning gap grows with income. Business owners, real estate investors, and high W-2 earners have the most to recover.
The Biggest Tax Myth High Earners Believe
Tax Preparation
- Files returns accurately
- Reactive to what's already happened
- Compliance-driven, not strategy-driven
- Engagement ends at tax season
- Avoids anything that might raise questions
Tax Engineering
- Year-round proactive planning
- Decisions structured before income hits
- Strategy tied to business, investments, retirement
- Defensible, documented, and implementable
- Coordination across all advisors and accounts
You don't need more write-offs. You need a coordinated strategy connecting taxes, investments, retirement planning, charitable giving, and business decisionsβso nothing is optimized in isolation.
Who This Analysis Is Built For
Married High Earners ($200kβ$500k+)
Households with complex income profilesβsalary, bonus, RSUs, business distributionsβwriting large tax checks but who've never had someone map the full picture.
Business Owners & Self-Employed
Owners with a CPA handling returns but who feel there are strategies nobody is implementingβentity structure, payroll optimization, retirement planning coordination.
Real Estate Investors
Investors with rental income, property sales, or growing portfolios who aren't sure they're capturing all available depreciation, 1031 opportunities, or passive loss strategies.
Retired & Pre-Retired Families
Households approaching or in retirement with investment income, RMDs, Social Security decisions, and estate planning considerations that all carry significant tax implications.
Your household income is below $150k annually, you have no business or investment activity, or you're fully satisfied your current advisor is running a proactive, coordinated tax strategy on your behalf.
What You Get When You
Submit Your Information
This isn't a generic checklist. It's a personalized forensic review of your tax situationβbuilt around how you earn, where you live, and what's actually been filed.
A 30-minute Tax Elimination Scorecard surfaces where high-income households typically overpayβbased on how you earn. You finish with a ranked "Top 3 Moves" list and a scheduled session with a tax strategy specialist who conducts a forensic analysis of your returns to identify missed credits, unclaimed strategies, and recoverable tax dollars.
Identify My Savings Number- Tax Elimination ScorecardRanked Top 3 highest-impact moves based on your income type and structure
- State-Specific Decision MapPlanning opportunities specific to your metroβnot generic national advice
- Business Owner Quarterly PlaybookHighest-leverage checkpoints before each quarterly estimate payment
- Liquidity Event Planner90/60/30-day checklist for RSUs, bonuses, business exits, real estate sales
- CPA Proactivity Test + AgendaReady-to-send email revealing whether your CPA is planning or just filing
Submit Your Information
Fill out the short form with your income profile
Schedule Your Review
Book your 30-minute forensic review with a specialist
Receive Your Scorecard
Get your personalized Tax Elimination Scorecard and resource kit
Leave With A Plan
Walk away with ranked, implementable next steps
Before & During Your Advisor Session
Here's exactly what happens when you submit your information β what you receive immediately and what your advisor walks you through during your session.
Tax Elimination Score Card
Complete the short questionnaire and instantly see your Tax Elimination Score β a personalized assessment that identifies where you are most likely overpaying and surfaces your Top 3 highest-impact planning opportunities. This becomes the agenda for your advisor session.
State-Specific Decision Map
A planning map reflecting real opportunities and traps specific to your state β so you're not relying on generic national advice that ignores where you live and how you're paid.
Business Owner Quarterly Playbook
The highest-leverage checkpoints to review before each quarterly payment β covering entity coordination, payroll structure, and documentation habits that keep strategies defensible.
Liquidity Event Planner
A 90/60/30-day decision checklist for RSUs, bonuses, business exits, and real estate sales β so you know exactly what to do before a taxable event, not after.
CPA Proactivity Test
A ready-to-use email, meeting agenda, and question set that quickly reveals whether your current CPA is running proactive strategy β or only filing forms.
Forensic Return Review
Your advisor reviews your actual returns like a diagnostic β identifying missed credits, unclaimed strategies, and coordination gaps that are costing you money right now.
A Clear Next Steps Plan
You leave the session with a ranked, prioritized action list β specific moves to make before your next filing deadline, not vague ideas you have to figure out on your own.
Identify Your Tax Elimination Numbers
Share your current situation with us and we'll give you a score along with a personalized number showing your potential savings β based on our clients' history and your specific circumstances.
- Tax Elimination Scorecard + Top 3 Moves
- State-Specific Decision Map
- Business Owner Quarterly Playbook
- Forensic review session with a specialist
Your answers and results are 100% secure and confidential. We will never sell, share, or distribute your information to any third party. Your data is used solely to generate your personalized tax opportunity results.
The Strategist Behind Your Plan
Gary Guan
Tax Strategist · Valoram Solutions
Gary Guan is a financial strategist with Valoram Solutions who helps high-income earners and business owners stop overpaying the IRS and keep more of what they make. Gary grew up in a first-generation Chinese immigrant family — his parents came from China with very little and sacrificed everything to build a better life. Raised on the traditional formula — study hard, get good grades, a good college, a stable career — he followed it, graduating from UC San Diego. But he realized school taught him to earn opportunities, not to keep what he earned — and that the rules around taxes, equity compensation, and protection were never taught to families like his. So he went all-in on finance to learn what his family was never taught, and now helps hardworking, high-earning professionals find the five-figure tax leaks hiding in their returns and turn them into lasting wealth.
Request My Strategy SessionFrequently Asked Questions
Most clients do. A CPA's job is to file accurately and keep you compliantβnot to engineer a year-round tax elimination strategy. This review looks specifically at what proactive planning has been missed, regardless of who's currently filing for you.
Every strategy we surface is legal, documented, and defensible. We focus exclusively on strategies high-income households are legally entitled toβmost of which are simply never implemented because nobody's job is to bring them up proactively.
A Valoram Solutions tax strategy specialist reviews your actual tax situationβincome sources, entity structure, investments, giving, and retirement accountsβand walks through exactly where the gaps are and what the highest-impact moves would be before your next deadline.
It means we look at your return the way a diagnostician wouldβnot to verify it's correct, but to identify what's missing. Missed elections, unclaimed credits, structural inefficiencies, and coordination gaps between your advisors. Things that are legal to fix but require someone actively looking for them.
The Tax Elimination Scorecard, resource kit, and initial specialist review are provided at no cost. Our business is built on long-term client relationships where coordinated tax strategy creates ongoing valueβnot one-time engagements.
A specialist will reach out within 1 business day to confirm your information and schedule your review session. Spots are limited each week, so earlier submission typically means faster scheduling.
Discover What May Be
Missing From Your Tax Strategy
If you're earning $200,000+ and feel like you're paying more than necessaryβthis review may uncover $15k to $75k in savings you didn't know were there.
Identify My Savings NumberLimited forensic review spots available each week