Arizona and New Mexico, serving clients nationwide
We help business owners, real estate investors and high net worth individuals with $50,000+ in tax liability keep more of what they have built. With 28 years in the CFO seat as a Ramsey Trusted ELP and IRS Enrolled Agent, we develop strategic tax solutions designed to potentially save hundreds of thousands in taxes, keeping more money in your pocket and less in the hands of the IRS.
Ramsey Trusted ELP and IRS Enrolled AgentJames N. Thorne, EA, CF-L1. Enrolled Agent # 00150513-EA, authorized to represent taxpayers before the IRS in all fifty states.
About
At a certain income, filing on time stops being the hard part. The money is lost in the months nobody is looking: the entity that no longer fits, the depreciation never claimed, the sale planned in the wrong quarter.
We work with business owners, real estate investors and high net worth households carrying $50,000 or more in annual tax liability. Every strategy that applies to you is quantified in dollars before you decide anything, then carried all the way through to execution.
The CARE methodThe CARE Method
Our four-stage methodology turns complex tax opportunities into a clear, actionable strategy, then carries that strategy through execution. From the first conversation to year-round implementation, every step is designed around your financial position, your goals, and the opportunities others overlook.
A focused 15-minute conversation about your business, financial position and existing tax structure. No document dump. No unnecessary deep dive. Just a clear determination of whether a deeper assessment makes sense for you.
We examine your returns, entities and financials in depth to uncover and quantify the strategies that genuinely apply to your situation. You receive a detailed, dollar-specific roadmap covering federal and state opportunities, priorities and potential impact.
We walk you through your findings in a personalized presentation, not an impersonal email. You see the opportunities identified, their potential impact, and how your financial position could change with the right strategy in place.
The greatest opportunities mean little if they are not executed properly. Our 12-month annual program ensures your strategies are implemented in the right order, monitored and refined throughout the year, and captured when it matters most: at filing.
From assessment to execution
The assessment reveals the opportunities. Our execution process is where those opportunities become tangible results. Your strategy deserves more than a one-time assessment. It deserves ongoing expertise, deliberate execution, and a team committed to protecting and optimizing your wealth year-round.
Our 12-month annual program provides the ongoing oversight, strategic implementation and year-round coordination required to ensure your plan evolves with your financial life, and every opportunity is captured.
See the annual programTax advisory
Results and execution
The consult is free. You leave knowing whether an assessment would pay for itself, before you spend anything.
You have seen the savings
Most people have someone who files their taxes. Very few have someone who actually executes their strategies. That is the gap we close.
Every strategy on your tax assessment plan gets implemented within the year, in the right order, and reflected when your return is filed.
If the IRS ever questions a strategy we implemented, we support you with the documentation and correspondence. You do not go alone.
Our commitment
Tax law is complex and ever-changing, but our promise is simple: do everything legally possible to keep more of your money working for you. If actual results ever fall short of these guarantees and you have met all required conditions, we make it right, period.
Read our guaranteesThe tax assessment
Returns, entities and financials read in full, so the baseline is clean before anything is recommended.
Not a catalogue of strategies. Only what actually applies to your income, structure and state.
Every opportunity priced in dollars, federal and state, so you can see what it is worth before you commit.
Entity and ownership assessed, including whether the way you are set up is costing you money.
What to do, and in what order. Sequencing matters as much as the strategy itself.
A live presentation where we walk the numbers together. Not a PDF dropped in your inbox.
The annual program
One advisor who knows your household, your strategy and what you are building. When something changes, you have someone to call before it happens, not after. Regular strategy sessions keep your plan current and your decisions intentional.
A named advisor, scheduled sessions and answers throughout the year.
Every strategy identified in your assessment gets implemented, not just explained. We manage the execution of the full plan so you can run your business while the work happens on your behalf.
Every strategy sequenced and executed inside the engagement year.
Proactive, not reactive. Every quarter we review your current position, confirm the plan is on track and adjust it. As income, structure or the tax code changes, the plan changes with it. No April surprises.
Four scheduled reviews a year and a plan that keeps pace with your income.
One advisor, one plan, one return. Personal and business returns are included for any entity covered by your assessment, so what gets implemented through the year is reflected accurately when it is filed.
Preparation and filing for the entities assessed, coordinated with the plan.
You never go alone. We stand behind every strategy we implement. If the IRS raises a question about anything carried out under the plan, we represent you directly, at no additional cost inside the engagement.
Enrolled Agent representation included, with documentation and correspondence handled.
Our guarantee
Tax law is complex and always changing. We keep the process simple: careful analysis, clear strategy, and a plan built around the opportunities available to you.
Working from the documents you supply, we identify every legitimate strategy available to you under current federal law. No larger legal savings figure exists for your circumstances.
Every strategy is reviewed by credentialed Enrolled Agents and tax professionals and cross checked against the code, rulings and court decisions. If a strategy we prescribed is challenged, we support you with documentation and correspondence.
Your fee is an investment, not a cost. We guarantee projected first year savings of at least three times your fee. If our written recommendations do not meet that multiple and your data was complete, we refund the fee in full.
Carried out as instructed, and assuming the circumstances behind the plan hold, executing your plan reduces your tax liability by no less than ten thousand dollars.
Projections are based on historical data and are not guarantees of future results. Actual outcomes vary with changing circumstances and external factors. Guarantees apply where the strategies are carried out as instructed, your data is complete and the assumptions behind the plan remain unchanged.
Our team
FOUNDER AND MANAGING MEMBER
Twenty eight years as Chief Financial Officer, Division Controller, International Controller and Accounting Manager. Enrolled Agent # 00150513-EA.
CPA
Leads bookkeeping and accounting, keeping client records accurate and current so every strategy is built on numbers that hold up.
OFFICE MANAGER · PTIN HOLDER
First point of contact for scheduling, onboarding and documents, keeping each client's engagement moving smoothly through the year.
By the numbers
Dollars our clients have directed to charity through Arizona's charitable tax credits, money that would otherwise have gone to the state as tax.
Client work
Holdings moved into the right entities, cost segregation and bonus depreciation applied, and a sale timed into the following year rather than this one.
Read the summary
A full assessment identified $537,419 in legitimate strategies across bonus depreciation, charitable structures and energy investment, an 85 percent reduction for the year.
Read the summaryClient voices
Our returns were always on time, but nobody had ever looked at the structure. The assessment showed exactly what we had been overpaying and what to change first.
We started planning the exit long before the buyer showed up. By the time we signed, the structure and timing were already set, and the after tax number was one we could live with.
Between the properties and the operating company, nobody had ever tied it together. Now every acquisition gets run past the plan first, and depreciation is used when it is worth the most.
Client stories shown for illustration. Replace with your own before launch.
Enrolled Agents are the only federally licensed tax practitioners who both specialize in taxation and hold unlimited rights to represent taxpayers before the IRS. The credential is earned by passing a three part examination covering individual returns, business returns, and representation, practice and procedure, or through qualifying experience as a former IRS employee. Every candidate passes a background check conducted by the IRS.
We work with business owners, investors and high-earning households whose financial lives have become too complex for traditional tax preparation alone.
Our clients are making significant financial decisions: building businesses, selling assets, investing, acquiring property, creating entities and planning for what comes next. They want more than a return prepared once a year. They want a strategy that accounts for the whole picture and an advisor who stays involved as it evolves.
Before the year closes, and ideally as soon as a significant decision is on the horizon: a new entity, a sale, an acquisition or a jump in income. Structure and timing have to be chosen in advance, which is why the free consult is the right first step.
Yes. The Enrolled Agent license is federal, so representation and federal work are not limited by state. We keep offices in Arizona and New Mexico and work with clients across the United States, including multi state and multi entity situations.
Nothing. The first 15 minutes are complimentary. If a deeper look makes sense, the comprehensive tax assessment is $2,997, and it is credited if you continue into the 12-month annual program.
From the blog
Free 15 minute consult
Every high income situation is different. Tell us what you run, what you own and what you are planning, and we will come back with a straight answer on what an assessment would be worth to you.
Enrolled Agent # 00150513-EA · Offices in Arizona and New Mexico
