Here is a short list of Tax Strategist/CPAs that someone in our organization is currently working with, or were referred to us with glowing remarks. For those that were referred we had conversations to get to know them better and feel they are a good fit for our RYU clients. We may add a few more over time. If you have someone that you’ve used and think would be a good fit for the group let us know. 

The contacts below will be broken up by Income Brackets so please be aware of this before you reach out. 

NET INCOME of 300k or more

Tax Alchemy - For High income earners that are looking for a tax strategist. Our CEO and founder’s tax strategist.

Strategy Session Survey     Do this step first!

https://taxalchemy.com/

https://www.youtube.com/@karltondennis

Gross Income of 250k or more

Easier Accounting - Preferably for those earning 250k or more with at least 1 business and/or real estate. If a high income earning W2 and have liquidity to put money into tax advantaged entities then they would be a good choice as well.

Please use this link to schedule an intro meet: https://taxhelp.easieraccounting.com/replace-your-university

Gross Income of 100k - 150k or more

Hooks CPA & Strategic Wealth and Tax  Advisors - Similar to Easier accounting, more for business owners and real estate investors or High W2 that want to branch out.

Please let them know you are referred by RYU!
Chastity Hooks
Email: [email protected]

Phone: 337-408-3411

For General Tax Preparation

For now we recommend someone local or you feel comfortable with. If you don’t fall into one of the above categories that’s perfectly fine. You likely wouldn’t need a full tax strategist just yet.

Trust Planning

We get a lot of questions about Trusts and Trust Planning. Our main contact for that is below.

Adam Odell
Gordon Law Group
864-723-5493

https://gordonlawgroup.com/about-southeast-estate-planning-law-firm/attorney-adam-odell/