Frequently Asked Questions

POM Unlimited is a tax strategy firm that helps high-income business owners and professionals reduce what they pay in taxes through proactive, year-round planning. Rather than simply filing returns after the fact, we design and implement coordinated strategies that span entity design, compensation design, succession and exit planning, and estate architecture, all before tax is ever owed.

A tax strategist focuses on reducing your future tax liability through proactive structuring, while a traditional CPA or accountant primarily records and reports what has already happened. Most accountants are focused on compliance: filing accurate returns on time. POM works ahead of the return, engineering the structure that determines how much tax you owe in the first place. We work alongside your existing CPA, not in place of them.

No. POM Unlimited works alongside your existing CPA or accounting team. We design the tax strategy; your accountant continues to handle compliance and filing. Many of our clients keep their long-standing CPA and simply add the strategic planning their accountant doesn't provide.

We work with high-income business owners and professionals who face significant annual tax liability. This typically includes owners of multi-entity operating companies generating $10 million to $50 million in revenue, high-earning professionals earning $500,000 to $2 million annually, and entrepreneurs preparing for a liquidity event such as the sale of a business.

Our planning is best suited to individuals and businesses that pay $100,000 or more in annual taxes. Below that threshold, the strategies we implement are often not cost-effective relative to the savings they produce.

Engagements follow a structured four-phase process. First is Discovery, where we analyze your current tax position (typically 1 to 2 weeks). Next is Design, where we model and build your customized strategy. Then comes Implementation, where the strategies are put into place, with most operational within 60 to 90 days. Finally, Ongoing Calibration is where we review and adjust your plan each year as tax law and your circumstances change.

Most strategies are operational within 60 to 90 days of beginning an engagement. The typical client reduces their annual tax liability in the first year, and the plan continues to compound in value as it is calibrated each year.

Every engagement begins with a strategy call, where we model the potential numbers for your specific situation before any commitment is made. Because each plan is customized to your tax position, the scope and fee are discussed individually once we understand what your situation requires. We model the numbers before any engagement begins, so you can see the potential value before you decide to proceed.

Yes. Every strategy POM Unlimited implements is grounded in existing tax law and the Internal Revenue Code. We focus on legitimate, well-established planning techniques such as proper entity structuring, compensation design, and timing, not aggressive schemes or loopholes. Every strategy is documented and built to stand up to scrutiny.

While POM Unlimited is based in Beverly Hills, California, we work with high-income clients across the United States. Tax strategy is conducted through analysis, modeling, and structuring that can be handled remotely, so your location is rarely a barrier.

Financial advisors focus on growing and managing your investments; POM focuses specifically on reducing your tax liability through structural planning. The two are complementary. The strategy we put in place often increases what is left to invest, and we coordinate with your advisor rather than replace them.

The first step is a strategy call. On that call we review your current tax situation and model what's possible for you. Book a strategy call to see what's possible for you. Best fit for business owners and professionals with $100,000 or more in annual tax liability.