Not for everyone.
That's by design.
We work exclusively with business owners, real estate investors, and high-income earners who are focused on reducing their tax bill and require more than what a traditional tax firm can offer.
If you're looking for a strategic advisory firm that specializes in advanced strategies optimized through decades of experience and results, you've found the right place.
Our team of advisors hold the highest standards for client experience and have incredible expertise in tax strategies, planning, IRS resolutions, compliance, and more.
Our Team
Our team of experts in executing tax strategies
Jonathan Kim
CEO
Jonathan Kim is an Enrolled Agent and founder of Reserve Tax Advisors - a firm built for clients that deserve more than basic compliance.
With over a decade of experience working with business owners of all sizes and industries, he noticed a pattern of successful business owners overpaying their taxes thinking it was the norm with increased risk due to exposure that they didn't know existed.
Reserve Tax Advisors is the solution to that gap by building customized advanced tax strategies and planning around each individual client while educating the public on taxes through YouTube and other channels available.
Our Core Pillars
The foundational principles that define every strategy we craft and every relationship we build.
Proactive
We engage before problems arise by identifying possible tax complications ahead of time while minimizing risk and exposure.
Direct Access
You will work directly with an experienced tax advisor who will be attentive to your needs as well as guide you step-by-step in transforming your taxes.
Absolute Confidentiality
We handle all sensitive financial matters with the confidentiality our clients require and deserve.
Responsive
We understand your time is valuable so we respond to all communications within 24 business hours.
Business Relationship
Our business relationship will be closer than your typical relationship between the firm and client. We will treat your business as our own to ensure that the best results are delivered each time.
Meticulous
Every detail matters. From the structure of your entities to the documentation behind each strategy, we approach your tax position with precision because the difference between a good outcome and a great one lives in the details that others overlook.