For successful business owners & entrepreneurs
Your strategic tax advocate & defender
We don’t just prepare taxes — we act as your advocate in the financial services industry, defending your wealth through sophisticated tax strategy, proactive planning and expert representation. From growing businesses to ultra-high net worth families, and individuals facing complex tax challenges.
- Strategic insights to optimize every income stream
- Continuous support to ensure your finances are audit-ready
- Timely, accurate filings that uphold your legal rights
- Expert guidance to capture and document every eligible expense
- Proactive planning to maximize tax savings and minimize surprises
- Personalized strategies backed by a team dedicated to your success
Making Smart Tax Decisions
We take the lead on your tax strategy, ensuring every business and personal decision is optimized for your long-term wealth building objectives.
- Proactive multi-year tax strategy development
- Business structure optimization and analysis
- Integration with your business growth objectives
- Strategic timing of income and deductions
Mitigating Tax Burdens
We aggressively pursue every legitimate strategy to minimize your tax liability while ensuring full compliance and audit protection.
- Advanced depreciation and bonus strategies
- Sophisticated compensation planning
- Tax-efficient business operations design
- State tax minimization strategies
Protecting your assets
Comprehensive protection from IRS challenges, audits, and tax-related threats to your business and personal wealth.
- Full IRS and state tax authority representation
- Audit defense and examination support
- Asset protection through proper structuring
- Penalty abatement and interest reduction
Taking Care of Heirs
Strategic coordination with your estate planning to ensure tax-efficient wealth transfer and family legacy protection.
- Estate and succession planning tax coordination
- Multi-generational wealth transfer strategies
- Gift and estate tax optimization
- Trust and beneficiary tax services
Magnifying Charitable Gifts
Maximize the impact of your philanthropic goals through sophisticated charitable giving strategies and tax optimization.
- Charitable trust and foundation planning
- Tax-efficient charitable giving strategies
- Donor-advised fund optimization
- Charitable remainder trust coordination
The Complete CPA Firm Partnership Difference
We've never had a discovery chat where we didn't find significant opportunities
- Self-preparers miss critical strategies - DIY software can't identify business structuring, entity optimization, advanced legal tax planning opportunities or audit defense strategies
- Non-CPA Preparers lack expertise- Tax chains and bookkeepers miss sophisticated strategies that require CPA -level knowledge and business acumen & can't even represent you and their work in-front of the IRS legally.
- Traditional CPA firms stay in their lane - Most CPAs only handle filing compliance without understanding your complete financial picture or business goals
- Advisors working in isolation- We've invested in understanding legal, investment, and estate strategies so we can proactively coordinate with your existing team and identify tax-efficient opportunities across all areas of your financial life
What Sets Our Complete CPA Firm Partnership Apart:
- Comprehensive Expertise Beyond Compliance - We identify opportunities others miss because we understand the full spectrum of tax, business, and wealth strategies
- Holistic View of Your Success - Unlike traditional CPAs who only see tax returns, we understand your business, investments, and long-term goals
- Proactive Strategic Partnership - We don't just prepare returns; we can actively guide your financial decisions throughout the year
- Integrated Approach - One CPA firm that coordinates with your other advisors while providing strategic leadership on tax and business matters
Select Your Individual Tax Plan
pathway
+Tax Mitigation
Starting at $199/month*
Ideal for Business Owners, Entrepreneurs, and Rental Property Owners.
Key benefits:
- Unlimited Consultations - life changes or tax Questions? Contact us 24/7
- Yearly Personalized Tax Return Video Review - for current & future Tax Savings Opportunities (<15 Mins)
- E-File Form 1040 Federal + State Income Tax Return
- Prepare Federal & State Quarterly Estimated Payment Vouchers
Optional Addon:
Quarterly Tax Liability Monitoring & Mitigation
- Avoid Surprise Tax Bills
- Optimize Cash Flow Year-Round
- Four Annual Opportunitites to Save
Why choose the Pathway Plan?
- Complete CPA Firm Access
- Proactive Business Opportunity Identification
- Full-Service Protection
- Business Growth Ready
- Strategic Tax Positioning
* Starting rates are determined for an individual taxpayer who has either a SMLLC or Sole Proprietor business, or a single rental property - to obtain an accurate quote for services, please reserve a discovery chat.
* Due to the nature of our services being primarily directed towards our client's business or rental operations, a portion of our rates are fully tax deductible.
momentum
+Tax Resolution
Discovery Chat Required
Ideal for Taxpayers Seeking Extra Security or Personalized tax Guidance
Everything in Pathway, PLUS:
- Real-Time Audit Guard® IRS Account Monitoring Service
- Federal & State Letter / Notice Review and Response
- Federal & State Tax Extension's
Optional Addon:
Our CPA's Become Your Tax Power of Attorney
- Never Speak to the IRS Again
- We receive official physical copies of all IRS notices sent to you, ensuring nothing gets lost
- Our CPA's handle ALL IRS communication
Why Choose the Momentum Plan?
- Stop IRS Fires Before They Start
- Eliminate Surprise Tax Notices & Audits
- Proactive Tax Management
pinnacle
+Tax Advocate & Defender
Discovery Chat Required
Exclusively Designed for Ultra High Net Worth Business Owners & Entrepreneurs ($5M+ Investible Assets)
Everything In Momentum, PLUS:
Advanced Tax Planning & Wealth Strategy
- Strategic Wealth Building with Your Advisory Team
- Executive-Level Financial Decision Partnership
- Comprehensive Tax Position Defense Support
- Proactive Tax Law Monitoring & Updates
We Don't Just plan and prepare your taxes - We DEFEND Your Wealth
Unlike traditional CPAs who simply comply, we act as your advocate in the financial arena, addressing the five critical concerns that keep ultra-wealthy clients awake at night:
- Making Smart Tax Decisions (Not just filing returns)
- Aggressive Tax Mitigation (Legally minimize every dollar)
- Heir Wealth Protection (Generational tax strategy)
- Charitable Impact Magnification (Strategic Philanthropy)
- Pre-Litigation Tax Defense (Shield from dispute-related tax exposure)
The UHNW Difference
Virtual Family Office Tax Experience: Everything a $150M family office provides - without the $2M+ annual overhead
Why 22% of Ultra High Net Worth Clients Are Switching Advisors:
- Tired of being treated like smaller clients
- Want an advocate, not just a service provider
- Need sophisticated strategies for complex wealth
- Demand expertise in business owner & real estate tax optimization
What Sets Our UHNW Approach Apart:
- Comprehensive Wealth Architecture - Tax strategies integrated with your overall wealth plan
- Advisory Team Coordination - We work seamlessly with your existing professionals
- Business Owner Focus - Specialized expertise for entrepreneurs and business owners
- Strategy Through Defense - We design it, implement it, and defend it before the IRS
- Measurable Wealth Protection - Quantifiable results that compound over time
Let's Transform Your Financial Future
We combine advanced tax strategy & financial management with business advisory to help established owners ($500K-$7.5M+ Revenue) build more profitable, systematized businesses. Whether you need ongoing business services, tax resolution support, or estate & trust planning, our solutions transform your financial challenges into strategic advantages.
Your Path to Financial Excellence
Step 1: Share Your Vision
By completing our brief questionnaire and reserving your Discovery Chat we’ll get a chance to understand your unique situation and goals. This focused evaluation helps us identify immediate opportunities while ensuring our solutions align perfectly with your needs.
Step 2: Strategic Planning & Solution Design
Based on your needs – whether business optimization, tax resolution, legacy planning, or estate settlement – we’ll develop your customized action plan. Our proven process integrates advanced tax strategies with practical solutions that address your immediate concerns while building for the future
Step 3: Implementation & Growth
Watch as our systematic approach transforms your financial situation. You’ll gain clarity, confidence, and control – whether through optimized business operations, resolved tax issues, or guided estate administration.
Why our clients partner with us
- For Business Growth: Our clients increase profits, improve margins, and reclaim their time while saving thousands in taxes through our systematic approach to business management and tax strategy
- For Tax Resolution: Our clients never have to face the IRS alone – we handle all communications and represent them as their Power of Attorney, while delivering ethical, real solutions to complex tax problems
- For Estate & Trust: Our clients benefit from our detailed tax analysis that often uncovers significant tax savings opportunities for estates and beneficiaries. We analyze filing elections, timing strategies, and distribution options to minimize taxes, while guiding executors and beneficiaries through complex estate administration
Start Your Journey Now
Complete this brief questionnaire to tell us about your needs, and schedule your discovery chat.
Trusted By Business Owners & Individuals Across America
Business Owner & Tax Resolution Client
We faced some medical related back-tax issues that were only made worse by another company. After that experience, I was hesitant to trust anyone again, but James at Corridor Consulting changed that. We took a leap of faith with him, and I’m so glad we did. There’s a saying that a good accountant will save you more than they cost, and James absolutely proved that. He gave us peace of mind and an affordable solution to a problem that had felt like a burden for far too long.
Tax Resolution Client
I had some issues with old tax returns and was new to the area. Checked around and found Corridor Consulting. James was great! Helpful, friendly, timely. Took care of it all and I always knew what to expect and what was going on. Great service and support.
Business Owner & Estate Attorney
Very thorough and very experienced. Knows how to use technology properly and knows what needs to be done
Tax Resolution Client
Great experience with Mr. James. It is hard to find a CPA who not only has great knowledge and expertise, but also has the willingness to do his best for his clients. He will thoroughly help his clients understand and navigate through complex tax situations such as tax debt, collections, crypto, and any other scenarios that may have multiple, nuanced options available to the clients. I highly recommend working with Mr. James, especially if you have complex tax issues.
Business Owner
I've looked for a CPA that fit my needs for 2 months, and was starting to get gray hairs. James was super welcoming, enthusiastic, and quick to share that he had understanding. Whether that was with my needs or something adjacent, demonstrating a basic understanding of my industry, or mentioning random, one off ways that he can also help.James seems to do this for the love of the game, and all the right reasons. I'm excited to begin working with him.
Artist & Business Owner
I've been using Corridor for a few years now for all my tax needs and they've been great. James responds quickly to all my questions and they've been meticulous and thorough in processing my returns every year.
Individual
James has been excellent to work with, very responsive to our request. He is very timely with responses to email or documents uploaded to server. Great Job, we will be back!
Real Estate Investor
James is extremely knowledgeable and helpful. I did some tax consulting with him and came away with my fears relieved and having a plan for the future. Can recommend him enough!
Business Owner
I worked with James Yochum when starting my business and he did a great job of helping me understand my business needs. Would recommend!