Before You Talk To Another
“Tax Strategy” Firm…
If you’re reading this, you’ve already crossed a line most people never reach.
Not “doing well.”
Not “earning more.”
Successful in the way that creates complexity.
And complexity is where most tax advice quietly breaks down.
Because once you reach a certain level, tax solutions stop being scarce—and start being dangerously abundant.
Everyone suddenly has a strategy for you.
And almost none of them are designed for what actually matters now.
At this level, the risk is rarely doing something reckless.
It’s assuming a structure still works when circumstances change.
Most problems don’t show up until liquidity, growth, or scrutiny forces them into view.
You probably haven’t said this out loud, but you’ve thought it:
- “My CPA is competent… but this feels reactive.”
- “Have I outgrown this firm?”
- “Why am I the one that is always bringing the ideas to them?”
- “Is it really possible to pay zero taxes… at my level?”
- “Am I missing something—or am I already optimized?”
That last question is the one that matters.
Because at your level, uncertainty doesn’t create chaos.
It creates delay.
And delay is expensive.
That’s why sophisticated operators periodically step back and have their entire structure reviewed—before decisions are locked in.
By now, you’ve seen enough to know:
Most “tax strategy” firms are not actually tax experts.
They are:
- sales organizations
- investment distributors
- real estate marketers
- or template-driven operations
You’ve likely experienced at least one of these:
… a polished call that turned into an investment pitch.
… a“tax strategy” that technically works—provided you’re willing to reorganize your life around it.
… bonus depreciation explained like a magic button, not a technical election.
… a “big name” firm that handed your case to someone you never met.
… a strategy that sounded clever… but felt fragile.
After a while, you stop leaning in.
Not because you don’t care about taxes.
But because sorting expertise from sales pitches becomes a waste of time.
The Real Risk At Your Level Isn’t Overpaying
The Real Risk At Your Level Isn’t Overpaying
Overpaying tax is frustrating.
But at your level, that’s not the real danger.
The real risk is fixing the problem the wrong way.
Because bad tax strategy doesn’t usually fail loudly.
It fails quietly.
It introduces:
- unnecessary complexity
- additional explanations
- rigid structures
- and avoidable exposure
And this is where sophisticated people draw the line.
At your level, messy is expensive.
Not because it costs a little more.
But because it costs you:
- control
- flexibility
- and leverage
Messy means hoping your assumptions hold.
Messy means explaining yourself to people who weren’t there.
Messy means decisions today quietly limiting options tomorrow.
You don’t just want lower taxes.
You want lower taxes with:
- fewer moving parts
- fewer explanations
- and less exposure
You want the outcome wealthy people actually buy.
Control. Optionality. Sleep.
Why Most CPA Relationships Break Down Right Here
Why Most CPA Relationships Break Down Right Here
This isn’t an attack on CPAs.
It’s a structural reality.
Most CPAs are trained and incentivized to:
- document what already happened
- file accurately
- keep you compliant
- and close the books
That’s valuable.
But it’s not the same skill as designing outcomes.
Once you cross a certain threshold, the question stops being:
“Did we file correctly?”
And becomes:
“Is this structure still appropriate for who I am now—and where this is going?”
Most firms simply aren’t built to answer that.
So the burden shifts to you.
You become the one studying.
The one asking.
The one wondering why these conversations never seem to happen early enough.
What Real Sophisticated Tax Planning Actually Looks Like
What Real Sophisticated Tax Planning Actually Looks Like
It’s not flashy.
It doesn’t come with bold claims.
And it rarely fits inside a pitch deck.
Real tax planning is architecture.
It’s the careful alignment of:
- entities
- income streams
- investments
- timing
- and risk
So tax becomes a consequence—not a surprise.
The best plans look boring on paper.
They scale.
They hold up.
And they don’t require constant justification.
What Sophisticated Business Owners Eventually Discover
What Sophisticated Business Owners Eventually Discover
At some point, you hear about things that don’t match your own experience.
Families who legally shelter substantial income.
Founders who compound wealth for decades while paying little—or sometimes no—tax.
Structures that sound “too good to be true,” yet show up quietly at the highest levels.
So you ask the obvious question:
Is any of that actually real?
Yes.
These strategies exist.
And in the right fact pattern, it is absolutely possible to pay dramatically less tax—sometimes even zero—on very large income or capital gains.
The catch is simple:
Most CPAs never see these structures.
And many firms talk about them without the technical discipline to use them correctly.
Our approach is different.
We don’t start with tactics.
We start with your facts.
If a clean, straightforward structure solves the problem, that’s what we recommend.
If something more advanced is warranted, we have the depth to evaluate and implement it properly.
Either way, the goal is the same:
A defensible plan that fits you—without unnecessary complexity.
Who You’re Actually Dealing With
Who You’re Actually Dealing With
Our firm is led by Jeffrey Cheney, CPA, CFE.—Widely regarded for his depth of expertise in complex tax code navigation and defensible planning
Jef is not a “tax strategist” by marketing title.
He is a:
Certified Public Accountant
Certified Fraud Examiner
with over 25 years of experience navigating the tax code for complex, high-stakes business owners and investors
That Certified Fraud Examiner credential is not cosmetic.
It means every recommendation is filtered through a question most advisors never ask:
Does this reduce taxes without increasing exposure?
That single filter removes the majority of bad ideas instantly.
Because real expertise isn’t about how many strategies you know.
It’s about knowing:
- which ones fail under scrutiny
- which ones break when facts change
- which ones look good in theory but collapse in practice
And most importantly—when to do nothing at all.
Why We Don’t Outsource Strategy
Why We Don’t Outsource Strategy
Many “tax strategy” firms rely on:
- 1099 contractors
- third-party consultants
- or junior analysts
It allows them to grow.
It also fractures accountability.
We don’t do that.
Strategy stays internal.
Review stays internal.
Responsibility stays internal.
When a recommendation is made, it’s made by people who understand:
- the tax code
- enforcement realities
- downstream consequences
- and how complex situations actually unravel
That’s why we take fewer clients.
And why our advice doesn’t change when pressure shows up.
How We Review Situations Like Yours
How We Review Situations Like Yours
At a certain level, responsible operators don’t look for more ideas.
They look for clarity.
That’s why the first step is not a proposal, a presentation, or a pitch.
It’s a review.
Not a sales call.
There is no product waiting at the end.
No investment being pitched.
No strategy being forced.
This is a Tax Reduction Roadmap conversation designed to answer one question:
“Given my specific facts, am I truly optimized—or is something important being missed?”
That’s it.
Sometimes the answer is:
“You’re already structured well.”
Sometimes it’s:
“There’s leverage here, but timing matters.”
And sometimes it’s:
“There are meaningful opportunities that deserve attention now.”
If there isn’t a legitimate opportunity, we’ll say so.
Why This Is the Most Logical Next Step You Can Take
Why This Is the Most Logical Next Step You Can Take
Think about this rationally.
You’re not being asked to:
- move money
- restructure assets
- commit to anything
You’re being invited to pressure-test what you already have.
For someone at your level, not doing that is the real risk.
Because the most expensive tax mistakes are rarely aggressive.
They’re passive.
Made by smart people who assumed everything was already handled.
Who This Is Really For
Who This Is Really For
This is for:
- owners who think in decades
- people who value clean solutions
- individuals tired of being pitched
- those who want calm, defensible answers
It’s for people who don’t want ten opinions.
They want the right one.
How We Handle Appointments
How We Handle Appointments
We are not looking for unsolicited phone calls or emails.
And we don’t schedule conversations without context.
That’s intentional.
Our work is designed for a very specific type of business owner, with a level of complexity that requires preparation on both sides.
The only way to determine whether we can actually help is to first understand your situation.
That’s why we ask you to complete a brief qualification form.
To decide whether a conversation is warranted.
If you qualify, you’ll be invited to book a call.
And when time is scheduled, it matters.
We expect you to:
- show up on time
- be prepared
- and have your recent tax returns available
This allows us to ask precise questions,
quickly assess whether you’re optimized,
and determine whether meaningful leverage exists.
Some of our most successful clients didn’t come to us at their peak—they came when things were getting complex, and we built the plan as they grew.
If you’re looking for quick tactics or generic ideas, this will not be a productive use of your time.
We are focused on the few situations where this level of expertise actually makes a difference.
If that describes you, this process will feel normal.
If it doesn’t, this likely isn’t the right fit—and that’s fine.
Either way, the objective is the same:
Clarity.
Efficiency.
No wasted time.
What To Do Next
What To Do Next
If this letter feels like it was written for you…
That’s because it was.
If you’re a business owner earning $500k+ annually or facing a significant capital gain, the next step is simple:
You’ll either:
- confirm you’re already optimized
- discover opportunities
- or identify timing constraints you need to understand now
No pressure.
No hype.
No theater.
Just clarity.
P.S. If you’re approaching a major income event, asset sale, or liquidity moment…
waiting until “tax time” is how leverage quietly disappears.
This call simply tells you where you stand—while you still have options.
Headquarters
Relentax CPA’s & Advisors
1044 Main Street, Suite 14Watertown, CT 06795(800) 405- 2575