Expert Tax Planning and Advising for Entrepreneurs and Real Estate Investors

Are You Tired of Overpaying on Taxes ? Keep more of what you earn with our proven strategies tailored for you.

Making over 6 Figures As a Business Owner, W2, or Real Estate Investor.

Are You Paying Too Much on Your Tax Bill?

Taxes can take up 30-50% of your annual income, and many entrepreneurs and real estate investors miss out on proactive tax planning from their CPAs. Each year, we review hundreds of tax returns from potential clients and find that over 80% have errors or missed opportunities.

Our team of expert advisors helps you pay the lowest amount of taxes legally. We continually look for ways to minimize your taxes throughout the year, not just at the end of the year.

If you’re serious about scaling your business or portfolio, it’s time to upgrade to a team that can maximize your tax savings.

Schedule a free consultation today and start getting your time back.

Discover How To Save Thousands in Just 5 Minutes

TAXES SHOULD BE SIMPLE

CEOHAVEN works for Entrepreneurs, Real Estate Investors, High Wage Earners, Like You

Save Thousands on Taxes and Focus on Growing Your Business and Wealth

Kick-Off Call

We help you keep your hard-earned money where it belongs—in your pockets. Our tax advising services will help you take control of your finances and give you a peace of mind that you're doing everything right.

TAX PLAN TO GET YOUR TIME BACK AND WORRYLESS

Your personalized plan on tax reduction strategies. Our recommendations and action steps for implementation will be documented here so that you can reflect back on them at any time to keep your plan on course.

MINIMIZE YOUR TAX BILL TAKE YOUR BUSINESS TO THE NEXT LEVEL

You can count on our tax strategy service to provide you with a plan to minimize tax bills and ensure you're not missing out on major opportunities for tax savings. Our clients generally recoup their investment in 1-3 years.

Success Stories: See How Our Clients Saved Thousands on Taxes

  • If you value your time and want to feel in control of your freelance or small business, you should definitely use Insta Tax Advisors. They were able to help me with my taxes AND bookkeeping AND my S Corp, all online. I now have my own team of experts answering my questions and guiding me for success. It has been great, I wish I had done it sooner!

    BTO EMPIRE

  • InstaTax advisors are simply the best! They handled both my personal and business tax returns on time and professionally. I would recommend their income tax and tax advising service every time.

    Remy Mone Design Co.

  • Insta Tax Advisors helped me easily setup my LLC. They made the process painless so I could save money on my taxes and have a more professional setup. It is definitely a one stop shop for your accounting needs.

    TC Solutions

  • Insta Tax Advisors helped me with my taxes, bookkeeping, and S Corp election. I now have my own team of experts answering my questions and guiding me for success. I no longer have to worry about none of my accounting, and can focus more on making money in my business. It has been great, I wish I had done it sooner.

    Organize Your Life By Mahy

How Our Tax Strategy Service Works

Step 1: Onboarding & Discovery

We start by collecting basic information and having a Kick-Off Call to introduce you to your Advisor. You'll discuss your current situation and future goals.

From there, you'll work closely with your Advisor over a 30-45 day window to identify opportunities and develop a tax plan to minimize your tax bills.

This includes...

  • Client Onboarding Questionnaire

  • Review of Prior Year Tax Return & Accounting System

  • Kick-Off Call with your dedicated Advisor

Step 2: The Planning Phase

During the planning phase, you'll work closely with your Advisor over a 30-45 day window to identify opportunities and develop a tax plan to minimize your tax bills.

What you get:

  • A written tax plan summarizing each strategy

  • Clear action steps to capture the benefits of each strategy

    Step 3: Ongoing Support

After the initial planning phase, your Advisor will continue to support you throughout the rest of the year as your business venture grows.

Ongoing Support includes:

  • Email support

  • Semi-annual or quarterly check-in calls

  • Review of financial performance and accounting

Minimized Tax Bills

We’ll make sure we have created a plan to minimize tax bills and ensure you're not missing out on major opportunities for tax savings. Most clients get back their investment in 1-3 years..

Our Services & Pricing

Hand over the accounting work to us and start gaining back your time.

Everything you need to level up your business, save time, and money! InstaTax is a tax deductible and pays for itself in just a few months.

Fractional CFO Advising

$12,000

Billed Quarterly

  • Includes CEO Package Services
  • Monthly Accounting & Bookkeeping
  • Monthly Management KPI/Q&A Meeting
  • Mid-Year and Year-End Financial Planning Review
  • Categorization Of Revenue and Expenses

CEO Advising

$6500

Best for $200K+ Earners

  • Tax Advising Plan
  • Income Tax Preparation
  • Business Tax Preparation
  • 24/7 Access to Secure Client Portal
  • Bookkeeping Set Up
  • Business Credit Set Up
  • Tax Tips & Strategies
  • IRS Letter Review
  • Tax Deadline Reminders
  • Video & Phone Communication
  • Mid-Year and Year-End Financial Planning Review

Founder Advising

$3997

  • Tax Advising Plan
  • Entity Structure Review
  • Bookkeeping Set up Training
  • Business Credit Set Up
  • Live Webinars and E-book
  • S-Corp and Payroll Formation and Yearly Compliance
  • Bookkeeping and Payroll Set Up
  • Cost Segregation Study Analysis

Best for $80k-$200k Earners

Looking for a one-time service? We can help with that too.

Looking For a One-time Service?

Not quite ready for our full service packages? We can still help! We offer single, one-time services, for business owners. Simply complete the form and someone from our team will be in contact with you..

Get a Custom Business Tax Plan That Puts Money Back Into Your Pocket.

Connect with one of our expert tax advisors to learn more about our services and how InstaTax can help you and your business.