Reduce Taxes on Income. Eliminate Surprises on Major Gains.

AVAIL Tax is a specialized tax planning firm focused exclusively on proactive strategy. We help high-income individuals and investors reduce taxes on income and plan ahead for major liquidity events.

THE PROBLEM

 

The Biggest Tax Mistakes Happen Before the Event. Not After.

Most people only think about taxes when filing their return.

By then, it’s too late.


The largest tax liabilities often come from:

  • Selling a business
  • Selling real estate
  • Exercising stock or crypto gains
  • Disposing of high-value assets


Without planning, these events can trigger six-figure liabilities overnight.


AVAIL focuses on planning before the event occurs, where meaningful tax reduction is still possible.

WHAT WE DO

Where Strategy Meets

Implementation.

Income & Tax Bracket Engineering

Strategically managing income timing and structure to reduce multi-year tax exposure.

Capitial Gains Planning (Critial)

Designing strategies before asset sales to significantly reduce tax impact.

Advanced Deduction Strategies

Including charitable structures and other planning tools to offset large income events.

Investment & Real Estate Optimization

Aligning tax strategy with your portfolio to enhance after-tax returns.

Business Owner & Exit Planning

Structuring sales and transitions to minimize taxes on liquidity events.

Very few focus on strategically reducing taxes before they occur. We act as your Tax Strategy Partner, focusing on: forward-looking planning, scenario modeling, and multi-year reduction strategies coordinated across your entire advisory team.

WHO WE WORK WITH

  • You pay $50,000+ annually in federal taxes
  • You expect to realize $1,000,000+ in capital gains
  • You own:
  • A business
  • A primary or secondary home
  • Investment real estate
  • Cryptocurrency or concentrated stock
  • High-value assets (art, antiques, jewelry, collectibles)
  • You want to reduce taxes legally and proactively—not retroactively


A $1M Gain Without Planning Can Cost Hundreds of Thousands in Taxes.


Most clients come to us after the event—when options are limited. The greatest opportunities exist before the transaction occurs.


If You’re Facing a Major Tax Event, Timing Matters.


You may be a fit if:

ADVANCED STRATEGIES

Where Significant Tax Savings are Created


AVAIL provides access to advanced strategies designed for high-income and high-gain scenarios.

Charitable Planning Structures

Designed to offset large income or capital gains events.


Tax Credit & Incentive Strategies

Leveraging government-backed programs.


Real Estate-Based Tax Strategies

Including depreciation acceleration and structured exits.


Pre-Sale Planning for Major Assets

Critical for reducing taxes on business sales, real estate dispositions, crypto liquidation, and concentrated stock positions.


HOW IT WORKS

Our Process

01

Qualification & Discovery

We evaluate your income, tax liability, and upcoming events.

02

Strategy Design & Modeling

We build multiple scenarios to identify optimal tax outcomes.

03

Implementation Coordination

We work with your CPA and advisors to execute properly.

THE AVAIL DIFFERENCE

This is where Strategy Happens

  • We do not prepare tax returns


  • We specialize in high-income & high-gain scenarios


  • We focus on pre-event planning (critical)


  • We coordinate with your full advisory team


  • We optimize for lifetime tax efficiency—not just one year