A short tax diagnostic designed to help high-income households determine whether their tax situation is directionally sound — or whether a formal second opinion would be prudent.
Why this diagnostic existsMany high-income households reach a point where annual tax filing no longer answers the right questions.Income grows. Equity compensation vests. Portfolio income becomes meaningful. Side businesses appear. Household payroll gets layered in. Yet tax decisions often remain on autopilot — based on assumptions made years earlier.This diagnostic is designed to answer a simpler question first:Is my current tax setup directionally appropriate for where my income and life are today — or does this deserve a closer look?It does not calculate tax savings or provide recommendations.
It helps determine whether further review is actually warranted.
Who this is designed forThis diagnostic is intended for households who identify with most of the following:• Annual household income above $350,000
• Equity compensation (RSUs, options) and/or meaningful portfolio income
• Business ownership or self-employment income
• Household payroll (e.g., nanny or caregiver)
• Prior tax advice that hasn’t been formally revisited in recent yearsIf your situation is straightforward or early-stage, this tool may simply confirm that no action is needed.That outcome is intentional.
What this is — and what it is notWhat this is
• A structured diagnostic
• A way to calibrate confidence before acting
• An independent lens, not a sales pitchWhat this is not
• A tax calculator
• Tax advice
• A substitute for professional review
• A funnel designed to force a call
How it works1. Answer a short set of questions
The diagnostic asks high-level questions about income sources, structure, and recent changes.2. Receive a structured assessment immediately
You’ll see a plain-English assessment of tax complexity and confidence — including what factors drove that result.3. Decide whether a second opinion is warranted
If your profile indicates elevated complexity or decision risk, you’ll be given the option to request a formal second-opinion review. If not, no action is required.