You're not overpaying because you're doing something wrong. You're overpaying because no one has built you a tax strategy.
We help business owners legally reduce their tax burden with proactive, year-round planning.
%
of business owners overpay in taxes
$100K+
overpaid per year, on average
$1M+
lost per business owner over 10 years
Most people with a CPA think they're covered. They're not.
Strategies most CPAs never raise
- Electing S-Corp status to cut self-employment taxes on a meaningful portion of your income
- Using cost segregation and bonus depreciation to accelerate deductions on real estate
- Structuring short-term rentals to unlock real estate professional tax treatment
- Running a Solo 401(k) or defined benefit plan to shelter six figures from taxation, legally
- Using an Accountable Reimbursement Plan to cover business expenses tax-free
- Using an Accountable Reimbursement Plan to cover business expenses tax-free
- Deferring capital gains on investment property with a 1031 like-kind exchange
years of combined experience
$500M
in tax savings and counting
Community members
How it works
Three steps. No once-a-year surprises.
Free strategy call
We look at where you are and what's possible.
Your personalized roadmap
We build a tax strategy specific to your structure, your income, and your goals.
Stay with you all year
We implement the plan and stay with you to make sure it actually sticks.
Where to start, wherever you are
Entry
Tax Returns
Business and personal returns, filed right, filed strategically.
Lookback
Tax Recovery
A look back at your previous tax returns to uncover missed savings opportunities.
Core
Annual Advisory
A proactive plan built and implemented for your full picture, year-round.
VIP
Signature Client
1:1 strategy, full implementation, partner access, all year.
Free Resource · Instant Access
The Business Lifecycle Tax Roadmap
A proactive, six-stage roadmap built for entrepreneurs, from first invoice to legacy planning. Discover the strategies the IRS won't tell you about, mapped to where your business is right now.
What clients say
Certainty, in their own words
If you want to have a solid grasp of how the tax code can actually help you this firm is the cat's meow. They give you that understanding through superb instruction as well as offering a whole buffet of tax planning advice. A unique firm with great, accomplished people.
If you're a business owner, entrepreneur, or investor looking for a more strategic approach to tax planning, I highly recommend connecting with the team at Oro Tax Advisors.
My husband and I got married last year at 54 and 59 with very complex financial lives between us with multiple businesses, S-Corps, a ROBS structure, and more. Jason and the team have guided us flawlessly every step of the way. It’s extremely helpful to have structured calls and then additional availably as need because I ask a lot of questions!
We recommend Danielle, Jason, and the ORO team without hesitation.
What's Inside the Oro Community
- Use the tax code to legally keep more of what you earn
- Protect your assets from predatory lawsuits
- Build your business structure the right way, from day one
Live Q&A every week with attorneys, CPAs, and other wealth-building experts.
