Advanced tax strategy and wealth structuring for business owners and professionals facing $100,000 or more in annual tax liabilities. We don’t prepare returns – we redesign the entire framework so taxes become an input you control, not an outcome
you accept.
You already have a CPA. You already have financial advisors.
What you don’t have is someone engineering the tax strategy – someone who looks at your complete structure and builds a framework that protects wealth before it’s taxed away.
POM Unlimited works with business owners, entrepreneurs, and highly compensated professionals who pay six figures or more in annual taxes and need solutions that actually move the needle.
Multi-entity structures generating $10,000,000 to $50,000,000 in annual revenue. You've built something real, but every dollar you take home gets crushed by taxes. We redesign how income flows through your entities.
Attorneys, physicians, executives earning $500,000 to $2,000,000 annually. Large W-2 income with limited relief options. We create compliant structures that redirect earnings into tax-advantaged accumulation without changing your compensation.
Founders, executives with RSUs, bonuses, or exits creating concentrated, taxable income in a single year. We model strategies to soften the immediate hit and preserve usable capital for what comes next
We don’t replace your CPA or attorney – we give them a better
blueprint. We coordinate TPAs, carriers, investment partners,
and legal counsel to execute the strategy correctly.
We analyze your complete income picture, entity structure, and existing advisory relationships. No generic questionnaires - this is a detailed forensic look at where money flows and where it's being lost.
We model tax savings and cash flow scenarios before recommending any product or structure. You see exactly how much you'll save, what it costs, and what the net benefit looks like over time.
We coordinate every moving part - CPAs, attorneys, thirdparty administrators, carriers, and investment partners - to execute the trategy correctly. Nothing gets built without proper compliance and documentation.
Your income changes. Tax law changes. We recalibrate the strategy annually to ensure it continues working as your business and wealth grow.
A personal-injury attorney was required to recognize more than $6,000,000 of revenue in a single year. We restructured how the income was recognized, cutting the immediate tax impact by more than 50% and preserving over $1,000,000 in usable capital.
We established the mediation practice into a separate entity to create additional offsets, resulting in future revenue running through a more efficient, compliant framework.
A private-aviation executive earning more than $1,300,000 had a large W-2 tax obligation with limited deferral opportunities. A targeted tax-offset vehicle reduced his current-year federal tax bill by $240,500.
The strategy is projected to produce $700,000 to $750,000 of cumulative savings over five years - without changing his compensation structure or employment terms.
An executive-search consultant with a mix of W-2 wages and SCorp distributions was losing too much to annual taxes. A redesigned compensation structure created a $500,000 annual deduction.
We redirected a meaningful portion of earnings into personal, taxadvantaged accumulation - resulting in significantly higher after-tax income each year while maintaining full compliance.
CPAs focus on compliance4preparing returns, meeting deadlines, documenting what already happened. That’s their job, and they do it well.
Tax engineering is different. It requires modeling complex structures, coordinating multiple advisors, and building frameworks before income is recognized. Most CPAs don’t have the time, tools, or incentive structure to do that work.
We give them a better blueprint to work from. Your CPA remains the preparer and compliance expert4we handle the strategy and coordination.
You see the exact tax savings, costs, and net benefit before anything is implemented. No surprises, no generic pitches.
We often structure fees as a retainer plus a percentage of documented tax savings. If the strategy doesn't work, we don't get paid the full fee.
POM Unlimited was founded after years of working inside private companies as a CFO, controller, and consultant. I watched business owners work incredibly hard, generate real revenue, and then lose a disproportionate amount to taxes – not because they were doing anything wrong, but because no one was engineering the structure.
Tax preparation focuses on what already happened. Financial advising focuses on what to do with money after taxes. Neither role is built to redesign the framework so taxes become an input you control.
POM Unlimited exists to bring family-office-level tax and wealth structuring to business owners and professionals who aren’t big enough for a traditional multi-family office but need far more than standard CPA compliance.
Yes. Every strategy we implement is IRS-compliant, properly documented, and supported by decades of tax code and case law. Complexity does not mean noncompliance - it means we're using the full scope of legal options.
No, if properly structured. Audits are triggered by inconsistencies, missing documentation, or aggressive positions that lack support. We build every structure with documentation, third-party administration, and clear compliance protocols.
We typically structure fees as a retainer plus a percentage of documented tax savings. If the strategy saves you $300,000 in taxes, our fee is a fraction of that - and you still keep the majority of the benefit.
No. We work alongside your existing team. Your CPA remains the preparer and compliance expert. Your financial advisor continues managing investments. We coordinate the tax strategy and ensure everyone is working from the same blueprint.
If you’re paying $100,000 or more in annual taxes and feel like you’re working harder to keep less, it’s time for a different approach. We model the strategy, show you the numbers, and coordinate the implementation -so you keep more of what you’ve earned.
No generic pitches. No vague promises. Just clear, legally compliant tax engineering that moves the needle.
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