Reduce Taxes, Grow Wealth, and Finally Have Peace of Mind in Your Financial Life

At Terra Firma, we help our members strategically structure their assets so that they can significantly lower their tax liability and maximize the rate at which they can grow their wealth. 

We start every client relationship with a Discovery Process, during which we’ll take a deep dive into your financial life and uncover valuable information about your tax situation, business entity structure, assets, and cash flow.

What’s Included:
During this 2-4 week process, we gather your important financial documents, including two years of tax returns, investment statements, and, if you're a business or practice owner, two years of business returns, P+L statements, and balance sheets. 

We use this information to create:

1. Your Strategic Asset + Tax Plan Design
2. A side-by-side tax return analysis showing you the projected impact of our work on your tax bill
3. Your custom membership plan with all action items and strategies laid out 

Our goal is that the IRS will cover our fee at least 3x over, so you’re not only covering our service but also freeing up additional funds to invest and grow your wealth. 

Money-back Guarantee:
If for any reason you’re not happy with our work or your experience with us, or if you simply choose not to move forward in membership upon completion of the Discovery Process, we offer a no-questions-asked, money-back guarantee. 

Our goal is to provide so much value and powerful information during this trial period that it’ll be the clear choice to move forward with us as a Terra Firma member. 

Ready to get started? 
We can't wait to work with you and show you the tremendous impact we'll have on your tax situation and financial life.