Uncle Kam is a premier tax solutions platform that provides financial clarity to our client’s unique tax situations. We commit
to delivering comprehensive tax solutions that keep our clients compliant and protect their hard-earned money, ensuring
their financial well-being and peace of mind.
Uncle Kam is a premier tax solutions platform that provides financial clarity to our client’s unique tax situations. We commit
to delivering comprehensive tax solutions that keep our clients compliant and protect their hard-earned money, ensuring
their financial well-being and peace of mind.
*Initial one-to-one consultation, Health & Fitness Assasments Bespoke training program planing, Custom Nutrition plan & recipes. Weekly Progress Reviews
*Initial one-to-one consultation, Health & Fitness Assasments Bespoke training program planing, Custom Nutrition plan & recipes. Weekly Progress Reviews
*Initial one-to-one consultation, Health & Fitness Assasments Bespoke training program planing, Custom Nutrition plan & recipes. Weekly Progress Reviews
No. If you earn income independently (through 1099s, real estate, side businesses, or investments), we can help. Our system is built for anyone who’s no longer served by basic tax software or surface-level CPAs.
Both. We file your taxes—but we also create and implement the tax plan that supports your income, goals, and structure. Tax prep is the receipt. Strategy is the investment.
Most of our clients fall into four groups:
If you’re in one of those categories and want to keep more of what you earn—we’re probably a good fit.
Our clients typically save between $15,000 and $150,000+ in the first year. But the bigger win is building a repeatable system that saves every year while keeping you audit-ready and legally protected.
Most CPAs file your taxes after the year ends. Tax software just processes what you give it. We work with you all year to plan ahead, reduce liability before it’s locked in, and implement a tax strategy that’s tailored to your exact situation—not templated.
Yes. Every client works with a licensed tax strategist and implementation advisor—not a chat bot or automated system. You’ll have direct access to people who understand how you earn and how to structure it.
Tax prep looks backward. Tax strategy looks forward. We help you lower your taxes before you file—not just report what already happened.
Yes, it’s 100% legal. Every strategy we use is backed by IRS code and supported with documentation. Most of our clients are better protected after implementing our strategy—not more exposed.
No—but if you’re earning $50K+ in self-employed or investment income, we’ll likely recommend one to unlock better deductions and reduce self-employment tax.
We use our proprietary MERNA™ Method to evaluate your income, structure, and goals—then match you with the best tax-saving plays available under the law.
We can still help. We’ll build a strategy for the current year, and we can review your past filings to uncover missed savings and file amendments if needed.
You’ll typically receive your custom strategy within 7–10 business days of your intake. From there, we help you implement, track, and stay on course all year.
A tax plan is a one-time blueprint. Tax advisory is year-round execution. With advisory, we don’t just tell you what to do—we help you implement, track, and adjust as your business or income evolves.
You get access to a dedicated strategist, quarterly or monthly check-ins, proactive adjustments based on income shifts, document support, audit-proofing, and strategic filing—all built around the MERNA™ Method.
No. Our advisory service includes filing, planning, and strategic support. You won’t need multiple vendors—we handle everything in-house.
That’s exactly what advisory is built for. We’ll adjust your strategy in real-time, update your quarterly tax estimates, and make sure you stay compliant and optimized.
Most clients save more through advisory than they would with a one-time plan—because we adjust your strategy every time your income, structure, or deductions shift. The long-term ROI is higher control, higher protection, and bigger savings over time.
Business owners, investors, and high-income earners who want a proactive partner—not just an annual filing service. If your income is unpredictable or growing, advisory ensures your tax plan stays dialed in.
Yes. We handle everything—entity filings like 1120-S or 1065, and your individual 1040 return. No handoffs. No gaps. Just one team who sees the full picture.
Absolutely. We specialize in catch-up work. We’ll rebuild your books, file any missed returns, and get you fully compliant—without judgment.
Not at all. Most of our clients come to us with messy books, inconsistent records, or no system at all. We’ll categorize, reconcile, and create a simple, audit-ready system for you.
We use QuickBooks Online and Xero. If you’re not set up yet, we’ll help you get started—and if you’re migrating from spreadsheets or another tool, we’ve got you.
Yes. Our monthly bookkeeping service includes easy-to-read reports and visibility into your income, expenses, and net profit. So you always know where you stand—and what’s coming next.
Both. We offer one-time cleanup packages if you’re behind, and monthly services if you want us to keep your books organized year-round.
We’ll look at your income, business model, industry, and future goals—then recommend the structure that gives you the most tax flexibility and legal protection. Whether it’s an S-Corp, multi-LLC setup, or something else, we build it around you.
Yes. Most LLCs can be reclassified as S-Corps or reorganized for better tax outcomes. We handle all the paperwork, IRS filings, and adjustments to your books and payroll.
Filing an LLC or S-Corp is just paperwork. Structuring means choosing the right type, aligning compensation, tracking distributions correctly, and implementing it with a long-term tax plan. We don’t just form entities—we build the strategy behind them.
Yes. We file your federal EIN, state formation paperwork, operating agreement, 2553 S-Corp election (if applicable), and help set up any needed ownership or partner agreements.
Most entity setups are completed within 7–14 business days depending on your state and the IRS. If you’re restructuring, we’ll also map out the implementation timeline so there’s no disruption to payroll or filings.
Absolutely. Once your entity is structured correctly, we’ll help you implement monthly payroll, categorize expenses for compliance, and build your books around the new structure.
No. You can be a sole proprietor, freelancer, or gig worker. If you’re earning independently, we can help. And if it makes sense to form an entity (like an S-Corp), we’ll show you exactly when and why.
If you’re netting more than $50K a year, an S-Corp could save you thousands in self-employment taxes. We’ll do the math and file the election if it’s the right move.
Yes—if they’re used for business and documented properly. We’ll show you exactly what qualifies, how to track it, and how to make those deductions audit-proof.
That’s how most of our clients started. We’ll review your past returns for missed deductions, fix what needs cleaning up, and install a real strategy going forward.
Yes. We can clean up your expenses, categorize income, and set up a simple, easy-to-maintain system going forward. You don’t have to be perfect to get started.
We work with you all year. That’s the point of strategy. You’ll have a real tax partner who helps you make decisions in real time—not just report them after it’s too late.
Yes. Most LLCs are filed but not structured. We help owners optimize compensation, clean up distributions, and align their structure with long-term tax efficiency. Just having an LLC isn’t enough—strategy is what makes it work.
Absolutely. We design systems that coordinate your S-Corp, partnerships, and subsidiaries under one tax plan—so they work together, not against each other.
Yes. We regularly work with in-house finance teams. We guide the tax strategy while your internal team handles day-to-day execution—or we’ll recommend vetted partners to support you.
No—we’re year-round. Whether you’re hiring, planning a major purchase, or preparing for a partner buyout, we help structure those moves before they become expensive mistakes.
Most business owners save $15K–$100K+ per year after implementing our strategy. The larger your payroll, profit margin, or complexity—the more you can typically save.
You probably still need us. Most CPAs focus on filing. We build the structure that lowers the number they file. Many of our clients keep their CPA for bookkeeping—but use us for strategy.
Yes. We work with clients who have rentals across multiple states. We’ll help you organize entity structures, keep your filings compliant, and build one strategy that ties everything together.
If you (or your spouse) materially participate in your real estate activity and meet IRS hour requirements, you may qualify. We’ll help you document everything correctly and apply it strategically to reduce your tax bill.
Short-term rentals can sometimes bypass passive loss limits, allowing you to deduct losses against other income (even W-2). We help you set up your STR activity to meet those IRS rules and track everything properly.
Not necessarily. We’ll evaluate your risk exposure, financing needs, and state laws to recommend the most strategic way to structure your portfolio—whether it’s individual LLCs, a holding company, or a hybrid model.
Absolutely. We help clients plan tax strategies around flips, asset sales, and gains—using timing, entity design, and exemptions to reduce or defer the hit legally.
Yes. With REPS or STR classification, many investors can use real estate losses to offset W-2 or other income. We’ll build a plan around your full income picture—not just your rental income.
Most CPAs file—they don’t plan. If you’re not getting proactive strategy around entity design, retirement layering, capital gain planning, and income integration, you’re likely overpaying.
Yes. We’ve worked with tech founders, executives, and business sellers to structure equity, time liquidity events, and reduce capital gains exposure legally.
Absolutely. We work with high-net-worth clients who have operating businesses, real estate holdings, investment entities, and trusts. We build a structure that protects and performs.
Yes. We often collaborate with in-house teams. We’re your tax strategy architect—they remain your implementation or investment partners.
It’s both. We file your taxes, but the real value is in the architecture behind it. Our plans are designed to scale with your income, protect assets, and reduce taxes for years—not just this season.
Most save $50,000–$150,000+ in year one, with significantly more over time through multi-year planning, income restructuring, and defensive layering.
Yes. Software files your return—but it doesn’t uncover missed deductions, optimize your filing status, or plan ahead. We ensure your return is correct and every dollar-saving opportunity is captured
Absolutely. Whether you’re a W-2 employee, self-employed, or a business owner, we prepare both personal and business returns to make sure everything is coordinated for maximum tax efficiency.
Security is a top priority. All documents are encrypted, stored in secure portals, and only accessible by you and your assigned tax professional.
No—we work with clients year-round. Tax prep is just the beginning. We help with estimated taxes, extensions, audits, and proactive planning so you’re never caught off guard.
You’re not alone—we help clients catch up every day. Our team can file multiple years of late returns, negotiate with the IRS, and create a plan to get you back in good standing while minimizing penalties.
Pricing depends on complexity, but most clients find our fees more than pay for themselves in the savings and peace of mind we deliver. During your consultation, you’ll receive a transparent quote before we begin.
Many of our clients do. Often, CPAs focus on compliance (filing), while we focus on maximizing savings. Some clients keep their CPA for bookkeeping or payroll while using Uncle Kam for tax prep and strategy.
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Professional, licensed, and vetted tax advisors who will save you money.
