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I will provide personalized tax plan backed by CPA strategy
Expert CPA helping businesses stay compliant, profitable and organized
I'm Brandon Underwood, CPA, MAcc, founder of Lucerna Financial Solutions. With over a decade of experience, I specialize in tax preparation, bookkeeping, financial reporting, and outsourced CFO servic...
Vetted by Fiverr Pro
Brandon was selected by the Fiverr Pro team for their expertise.
Vetted for
Accounting
Tax Consulting
About this Gig
Vetted Pro
Lower your taxes. Keep more of what you earn.
As a licensed CPA and tax strategist, I specialize in helping individuals and business owners legally reduce their tax liability through customized tax planning. Whether you're a high-income earner, self-employed, or running a growing business, I'll help you uncover opportunities to save $10,000 to $40,000 or more in taxes every year.
During our 60-minute consultation we'll identify deductions, credits, entity strategies, and income-shifting opportunities tailored to your situation. After the call, you'll receive a summary of strategies, estimated savings, and steps to implement your plan.
Common strategy areas include:
- ️ Business structure optimization
- ️ Retirement contribution planning
- ️ Hiring family members
- ️ Real estate tax benefits
- ️ Tax credits (education, energy, R&D)
After purchase, you'll receive a link to book your call and complete onboarding. If you choose to implement your plan with us, an engagement letter will be required.
Message me before ordering so we can ensure this service is the right fit for your goals.
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Tax planning objective:
Minimization
•
Deferral
Entity type:
Sole Proprietorship
•
LLC
Target country:
US - Ohio
Industry:
Business services & consulting
•
Legal
•
Real estate
Gigs are not screened
Please note that there is no screening process for this service. We recommend that you message the freelancer and check all necessary details before placing your order. Read more about Financial services at Fiverr.
Other Tax Consulting Services I Offer
FAQ
Who is this service for?
This service is ideal for high-income individuals, self-employed professionals, and business owners looking to reduce their tax liability with legal, proactive strategies.
What’s included in the call?
Each package includes a consultation call with a licensed CPA, during which we review your situation and discuss 3–10 tailored tax-saving strategies depending on your selected tier.
What deliverables will I receive after the call?
You’ll receive a summary of your personalized strategies, estimated tax savings, and a detailed proposal to implement them effectively.
Will you implement the strategies for me?
This gig includes strategy development and planning only. If you’d like help with implementation, we can continue the engagement through our secure client portal with a signed engagement letter.
Do I need to share any documents before the call?
Yes, after booking you’ll complete a short intake form via Calendly to help us prepare for your call. We may also request past tax returns or financial documents for accuracy.
Are the strategies legal?
Yes. All strategies are fully IRS-compliant and designed to reduce your taxes legally through proactive planning, not risky shortcuts.
