Advanced Tax Strategy.
Real-World Compliance.
Strategic Clarity.
Partnering with driven business owners and high-income individuals to model advanced tax strategies grounded in feasibility—not hype.
We don’t just suggest strategies -
we stress-test them.
Our clients get more than ideas. They get a feasibility-driven analysis of 1–3 advanced tax strategies, modeled for their unique facts and rigorously evaluated for IRS alignment. No gimmicks. No guesswork.
Most of our clients also engage with J.R. Martin & Associates, a full-service CPA firm, to ensure that strategy sits on a rock-solid foundation of accounting, compliance, and baseline planning.
Our Process
Analyze
We begin with the Strategic Launch Analysis to evaluate your situation and model tax savings against it.
Execute
Next, in the Strategic Launch Execution, we apply the strategies that fit you best.
Optimize
During the Momentum Program, we adjust strategies monthly so your savings grow every year.
Strategy Without the Risk
Launch Strategic Advisory does not promote or market tax shelters, listed transactions, or cookie-cutter tax schemes. Every strategy we model is custom to you—designed for feasibility and alignment with current tax law.
We help you plan boldly, but within the rules, not around them.