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 30-day 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 also conduct two brief onboarding calls to identify your personal goals and desired financial and life outcomes. 

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 2-3x over, so you’re not only paying for 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, we offer a no-questions-asked, money-back guarantee on our Discovery Process.

You’re also under no obligation to move forward with us into membership after the Discovery Process is complete. Our goal is to provide so much value and powerful information during this trial period that it’ll be a no-brainer to work with us. If you choose not to move forward with us, your credit card will not be charged again. 

When you do move forward with us, membership is billed monthly. 

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.