All tax services performed by attorneys and CPAs.

For Investors, Founders & Business Owners · US Only

You Pay Six Figures In Tax. No One Is Working To Lower It.

Your CPA files the return, sends the bill, and goes quiet. Nobody is engineering the number down. One free consultation shows you exactly where you're exposed and what it's costing, in writing.

start here

Take this 30-second form and book your call.

A few quick questions, instant approval, then pick a time for your free 60-minute consultation.

Instant approval · Free 60-minute consultation · Confidential

Attorney-built

Confidential

60 min

Free consultation, no charge

100%

Certainty, guaranteed

CPA + Tax Law

Completely unique solution

For Investors, Founders & Business Owners · US Only

You have a CPA. Maybe a wealth manager. Who's the tax attorney on your team?

Your CPA records history.

Files the return. Sends the bill. Goes quiet.

Your wealth manager is paid on assets.

Not on what you keep after tax.

Nobody is engineering the number down.

That's the seat, the most expensive one you've never filled.

THE FIVE SCENARIOS

Five scenarios end fortunes.
How many are you structured for?

01

Lawsuits

A judgment reaches whatever is personally titled. Structure decides what's reachable.

02

Divorce

Decided by documents written years before it ever happens.

03

Veil piercing

That LLC you formed online? In front of a judge, it's paper.

04

Death & heirs

Stale documents create chaos for the people you meant to protect.

05

Tax trouble

Six-figure cycles, no strategy layer, options expiring on December 31.

ONE bENCH

Everyone else covers one

Entity software, tax attorneys, asset-protection attorneys, insurance agents, estate attorneys, one box each. We tick all five.

the process

The 5-Phase Assessment™

Robustly built, and done with you live. Phase one happens on your free consultation, a full working session of up to 60 minutes with your advisor. No charge for the first call.

01 The 30-question deep-dive On your free call

The longest and most important phase. Your advisor walks you through 30 structured questions covering every entity, account, and exposure you have. Nothing generic, nothing skipped.

02 Your Entity Diagram™ is built

From your 30 answers we map every entity and account you own, and how they actually connect.

03 The calculation

We run the numbers: what your current structure costs you, and what each fix is worth.

04 Strategy fit

Of roughly 15 strategies, we identify the ones that apply to you and the ones that don't.

05 Net worth review

The full picture, reviewed against your net worth, so you know exactly where you stand and what to do next.

FREE CONSULTATION · UP TO 60 MINUTES

What you walk away with

Your Entity Diagram™ : every entity and account you own, and how they actually connect.
Where you're exposed : all five scenarios, named and ranked.
The number : what your current structure costs you, and what each fix is worth.
Which strategies fit : of roughly 15, the ones that apply to you and the ones that don't.
A named relationship manager : not a chatbot, not a call centre.

Approvals are instant. If approved, you'll be granted a free consultation. Membership is by application. If we can't help, we'll tell you.

THE KNOW GUARANTEE™

You'll know with 100% certainty how to reduce tax and protect your wealth.

Worst case, you leave knowing exactly where you stand and what it's costing. That's the floor.

the bench

Attorneys. Not influencers. Not course-sellers.

Christopher Rogers, LL.M., MBA

Chief Counsel

Juris Doctor (J.D.)
Master of Laws (LL.M.) in Taxation
Bachelor's & Master's in Accounting
Master's in Business Management
Admitted to practice before the U.S. Tax Court
12 years advising on private securities and U.S. tax law issues
8 years managing a New York-based private securities & tax firm
Involved in the creation of 500+ investment funds

fit

Not for everyone, by design

Apply if

$200k+ income, $1M+ net worth
Your tax bill genuinely hurts
You have a CPA, but no tax attorney
You want it in place before December 31

Don't apply if

You're comfortable with what you pay
You're certain your CPA has it covered
You want loopholes, not compliant structure
You're researching with no intent to act

Every strategy you don't implement by December 31 is a check you can't unwrite.

In place before year end, it counts this year. After that it's gone, not delayed, gone.

questions

Before you apply

What does it cost?

Your first consultation is completely free, up to 60 minutes with your advisor, no charge. Your trusted advisor will discuss pricing for the full 5-Phase Assessment™ on the call.

What happens after I apply?

Approvals are instant. If you're approved, you'll be granted a free consultation where we complete the 30-question deep-dive together, the first phase of your assessment.

Do I have to leave my CPA?

No. All tax services are performed by attorneys and CPAs, and your CPA stays. We work alongside them as the strategy layer they don't provide.

Is this a loophole scheme?

No. Everything is compliant structure, built by attorneys and CPAs. If you're looking for loopholes, this isn't for you.

Membership Is By Application

Find out what your structure is costing you.

Apply in 2 minutes. Approval is instant. Your first consultation is free.

Named relationship manager · Confidential

Method Legal - 3857 Birch St #5049, Newport Beach, CA 92660.

Nothing on this page is legal, tax, accounting or investment advice, and no attorney-client relationship is created by booking a session. The Know Guarantee is a guarantee of certainty of knowledge following completed strategy work, not a guarantee of any particular tax saving or financial result. US taxpayers only.