Check Our Last Testimonials.

of Clients that received $40k+ at 0% APR

Gabriel

★★★★★ 4.9

$50.000 at 0% APR for 12 Months

Sam

★★★★★ 5.0

$300.000 at 0% APR

Jessica

★★★★★ 4.8

$74.000 at 0% APR for 12 Months

Fabius

★★★★★ 4.9

$70.000 at 0% APR for 12 Months

Sofia

★★★★★ 4.7

$40.000 at 0% APR for 12 Months

Dominic

★★★★★ 5.0

$175.000 at 0% APR

Bryatt

★★★★★ 5.0

$101.500 at 0% Interest

EARN MORE,
KEEP MORE

Tax Prime exists to help high-income earners keep more of what they build, structure their income intelligently, and make the tax code work for them, not against them.

320+

high-net-worth individuals served

$55M+

saved on taxes

9.8/10

satisfaction score

EARN MORE,
KEEP MORE

Tax Prime exists to help high-income earners keep more of what they build, structure their income intelligently, and make the tax code work for them, not against them.

320+

high-net-worth individuals served

$55M+

saved on taxes

9,8/10

satisfaction score

As Seen On:

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WHY HIGH-NET-WORTH INDIVIDUALS CHOOSE
TAX PRIME?

Tax Prime takes a proactive, architecture-driven approach to tax strategy going far beyond traditional tax preparation.

Rather than simply reporting past activity, our team designs forward-looking tax structures tailored to your business, income streams, and long-term objectives. Through strategic planning, entity optimization, and advanced use of the tax code, we help clients reduce unnecessary tax exposure and create lasting financial efficiency.

Our philosophy is simple: Your tax strategy should be as intentional, sophisticated, and scalable as the business you’ve built.

WHY HIGH-NET-WORTH INDIVIDUALS CHOOSE TAX PRIME?

Tax Prime takes a proactive, architecture-driven approach to tax strategy going far beyond traditional tax preparation.

Rather than simply reporting past activity, our team designs forward-looking tax structures tailored to your business, income streams, and long-term objectives. Through strategic planning, entity optimization, and advanced use of the tax code, we help clients reduce unnecessary tax exposure and create lasting financial efficiency.

Our philosophy is simple: Your tax strategy should be as intentional, sophisticated, and scalable as the business you’ve built.

MEET THE LEADERSHIP TEAM THAT MAKES PEOPLE SMILE AT TAX SEASON

MATT STINE

Co-Founder & CEO

DAVIDE IORE

Co-Founder , COO & CTO

TIFFANY NELLUMS

IRS Enrolled Agent (EA) &
Senior Tax Strategist

Sarah al haffar

CPA & Tax Strategist

JOSE BONETTI

Head of Bookkeeping

MIA MAGNUSEN

Senior Tax Preparer

STEVEN WILLIAMS

Tax Admin & Tax Professional

CHRISTINE OLMEDO

Tax Admin & Tax Professional

JENA FRANCISCO

Tax Admin & Tax Professional

OSCAR GUERRERO

Enrollment Advisor

DANIELA LOPEZ

Enrollment Advisor

MITCHELL WERT

Enrollment Advisor

Led by Licensed CPAs & IRS-Enrolled Agents

Our team includes licensed CPAs and IRS Enrolled Agents (EA) with a minimum of 5+ years of experience in advanced tax strategy and proactive tax planning for both individuals and businesses before joining Tax Prime.

Unlike traditional reactive tax preparation, our focus is centered around forward-looking tax planning, entity structuring, income optimization, and long-term wealth preservation strategies designed to legally reduce tax liability.

We work alongside federally authorized Enrolled Agents (EAs), a credential the IRS describes as the highest credential awarded by the agency.

Learn more directly from the official

IRS website here:

https://www.irs.gov/tax-professionals/enrolled-agents/enrolled-agent-information

Led by Licensed CPAs & IRS-Enrolled Agents

Our team includes licensed CPAs and Enrolled Agents (EA) with a minimum of 5+ years of experience in advanced tax strategy and proactive tax planning for both individuals and businesses before joining Tax Prime.

Unlike traditional reactive tax preparation, our focus is centered around forward-looking tax planning, entity structuring, income optimization, and long-term wealth preservation strategies designed to legally reduce tax liability.

We work alongside federally authorized Enrolled Agents (EAs), a credential the IRS describes as the highest credential awarded by the agency.

Learn more directly from the official IRS website here:
https://www.irs.gov/tax-professionals/enrolled-agents/enrolled-agent-information

READY TO SLASH
YOUR TAX BILL?

Whether you’re a business owner, real estate investor, entrepreneur or a W-2 high income professional, Tax Prime is here to help you navigate the complex world of taxes with confidence.

Contact us today to learn how we can craft a tax strategy that will save you money and secure your financial future.

READY TO SLASH
YOUR TAX BILL?

Whether you’re a business owner, real estate investor,
entrepreneur or a W-2 high income professional...

Tax Prime is here to help you navigate the complex
world of taxes with confidence.

Contact us today to learn how we can craft a tax strategy that
will save you money
and secure your financial future.