LICENSED TAX STRATEGIST
Your Tax Bill is a Design Flaw. We Fix the Design.
Most high-income earners overpay by 40K-100K a year, not because of a bad accountant, but because nobody ever built them a tax architecture. We do.
We don't just file your taxes. We architect your financial foundation and make sure every dollar works as hard as you do.
Quint Tax Planning is the strategic financial partner for business owners, investors, and high-income professionals who refuse to let the tax code work against them. We deliver the insight of a CFO, the precision of an enrolled agent, and the vision of a wealth strategist, in one firm.
The people who keep the most aren’t smarter or luckier. They had someone who built the right structure before the money arrived.
FOUNDER & SENIOR TAX STRATEGIST
Carlos Quintana
I didn’t come to the U.S. tax system with assumptions. I had to learn every rule from scratch, as an outsider, and earn the credential to practice in it.
And because I didn’t inherit the assumptions, I noticed something most people inside the system never question: the tax code isn’t a punishment. It’s a blueprint.
When I started working with high-income clients (business owners, real estate investors, professionals earning $400K, $600K, $800K a year), I kept seeing the same thing. Smart, successful people handing over enormous checks every April with this look on their face. Not anger. Resignation. Like it was just the cost of doing well.
The issue was never their income. The issue was always their structure, or the absence of it. Nobody had ever built them a tax architecture. They had preparation. They had compliance. But they had never had someone who sat down before the year started and designed the system that determines what’s allowed to happen.
That gap costs the average high earner forty to one hundred thousand dollars a year. Not because they’re doing anything wrong. Because the structure was never built.
— Carlos Quintana, EA · Founder, Quint Tax Planning
WATCH & LEARN
See How a Tax Architecture Comes Together
Short videos from Carlos on the strategies behind every plan.
Stop overpaying taxes: what to review before the next IRS deadlineWatch
How does Hex work? - Explained in simple English - PulseX, Pulse ChainWatch
How are Hex and other Staking Rewards Taxed? Explained by a Tax Professional.Watch
PREMIUM SERVICE OFFERINGS
One firm. Three ways to keep more of what you earn.
Whether you need clean books, an accurate return, or a full tax strategy, we build the right solution for where you're going, not where you've been.
WHAT TO EXPECT
The Process
- 01
Strategy Session
A 90-minute architectural review of your current structure. We surface the design flaws, quantify the leak, and confirm the fit.
- 02
The Tax Plan
A written architecture tailored to your income, entities, and goals, modeled with projections and dollar-for-dollar savings figures.
- 03
Implementation
We execute the structure with you (formations, elections, contributions, payroll, and filings) so the design becomes operational.
- 04
Ongoing Calibration
Quarterly check-ins and annual recalibration so the architecture continues to perform as your income, entities, and life evolve.
WHO WE SERVE
This is for you if any of these are true.
You earn 1M+ and have the quiet, recurring sense you're leaving money on the table every April.
You own a business and your CPA only resurfaces at filing time, never before.
You invest in real estate but have never run a cost segregation study or used a 1031 strategically.
Your entity structure was set up once, years ago, and has never been revisited since.
You have cross-border exposure: ITIN clients, foreign nationals, dual-status complexity.
You are tired of being prepared for, instead of designed for.
THE DIFFERENCE
Preparation vs. Planning
Most tax professionals file what happened. We design what will happen. The difference is measurable, in dollars.
TIMING
- TRADITIONAL TAX PREPARER
- Reactive, after year ends
- QUINT TAX PLANNING
- Proactive, all 12 months
SCOPE
- TRADITIONAL TAX PREPARER
- What happened
- QUINT TAX PLANNING
- What will happen
ENTITY STRATEGY
- TRADITIONAL TAX PREPARER
- Files what exists
- QUINT TAX PLANNING
- Designs the structure
REAL ESTATE OPTIMIZATION
- TRADITIONAL TAX PREPARER
- Reports activity
- QUINT TAX PLANNING
- Engineers the strategy
RETIREMENT PLANNING
- TRADITIONAL TAX PREPARER
- Reports contributions
- QUINT TAX PLANNING
- Architects the vehicle
CROSS-BORDER
- TRADITIONAL TAX PREPARER
- Rarely available
- QUINT TAX PLANNING
- U.S.–Mexico specialist
COMMUNICATION
- TRADITIONAL TAX PREPARER
- April only
- QUINT TAX PLANNING
- Year-round, proactive
Have Questions? Let's Talk
Send us a quick note and we’ll get back within one business day.
- Emailadmin@quinttaxplanning.com
- Phone(310) 428-6674
- Comerica Bank Building15303 Ventura Blvd. 9th Floor, Sherman Oaks, CA 91403