Six client profiles.
One coordinated
advisory model
MicroTax serves six distinct high-earner client profiles, each with its own complexity, planning priorities, and dollar-impact opportunities. The advisory model adapts to each; the methodology stays the same.
A senior engineer's tax-and-wealth picture is structurally different from a surgeon's, which is structurally different from a startup founder's, which is structurally different from a multi-generational family's. The right engagement begins by recognizing which profile you're actually shopping for, and which dollar-impact moves apply to it.
Each of the six profile pages is written to be useful as a stand-alone read. If you land on the right one, it will recognize your situation, name the highest-leverage moves available, and show what year-one impact looks like. The profiles overlap, many clients fit two or three at once, but each one is sharp enough to be the right starting point for a meaningful subset of high earners.
Each profile, in depth
Each of the six pages below follows the same structure: who fits the profile, the highest-leverage tax and wealth moves available, the dollar-impact ranges, the engagement pattern, and where it fits inside the F.A.S.T. methodology.
Tech Executives
Senior engineers, engineering managers, and directors at Nvidia, Apple, Google, Meta, Microsoft, Oracle, Palantir, and adjacent firms. The 22% RSU withholding trap. The §7702 layer for those who've maxed traditional retirement. The ESPP qualifying-disposition question.
Explore the profile →
Startup C-Suite & Founders
Series A–D leadership with significant pre-IPO equity, ISO exercise decisions, QSBS §1202 preservation opportunities, and pending liquidity events. The pre-event planning window. The $10M federal capital gains exclusion. Trust design before the deal closes.
Explore the profile →
Physicians, Surgeons & Attorneys
High-earning professionals at $300K–$1M+ with practice ownership, partnership stakes, or W-2 income that gets taxed at the maximum marginal rate. The defined benefit / cash balance plan stack. S-Corp election where it applies. Asset protection where the litigation exposure justifies it.
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Business Owners & Operators
Active business owners at $500K+ revenue with structural opportunity in entity design, owner-compensation splits, retirement plan stacks, and §199A optimization. The full retirement plan ladder. Fractional CFO when complexity justifies it. Succession architecture before it's urgent.
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Real Estate Investors
Portfolio investors with four or more properties seeking cost segregation studies, REPS qualification, the short-term rental loophole, 1031 exchange sequencing, and depreciation strategy. Real-asset tax law applied with the depth most investors aren't accessing.
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Multi-Generational Families
Households coordinating wealth, tax, and legacy across two or more generations. Generation-skipping transfer planning. Grantor trust design. Education and family-business architecture. The continuity that no single-generation engagement can deliver.
Explore the profile →
Different profiles, same methodology
Each profile gets its own engagement pattern, but the underlying methodology, F.A.S.T. sequencing, the Opportunity Engine, the integrated VFO architecture, applies identically to all six.
What changes between profiles is the priority of moves. A tech executive's engagement leads with RSU withholding correction and §7702 layering on top of maxed traditional retirement. A surgeon's engagement leads with defined benefit plan design and S-Corp election. A multi-generational family's engagement leads with grantor trust design and gift-tax optimization across the generations.
What doesn't change is the structural commitment. F.A.S.T. sequencing applies, Foundational work is verified before Strategic work, Strategic moves are designed before Tactical timing windows open. The Opportunity Engine surfaces the full applicable subset of the 200+ catalog strategies; human judgment from the MicroTax core team and partner network handles the design and execution.
For households that fit more than one profile, a physician who also owns rental real estate, a startup founder who is also a multi-generational family member, the engagement integrates the relevant pieces from each. The six profiles are entry points to the same coordinated relationship, not separate product lines.
The Our Approach section explains the methodology in depth. The Services pages describe each engagement layer. This section's job is to help you find the profile page that recognizes your situation, and to make clear that the profile is the entry point, not the destination.