Advanced tax strategies for founders past their first million.
Run a financial services firm? See my growth services →
In partnership with Paramount Tax and Bookkeeping
Tax Planning That Actually Saves You Money
Stop overpaying on taxes. In partnership with Paramount Tax and Bookkeeping, I help entrepreneurs and business owners keep more of what they earn through year-round strategic tax planning — not a rushed April filing.
Proactive Tax Strategy
Year-round planning to minimize your tax burden, not just filing when it's too late.
Entity Structuring
Optimize your business structure for maximum tax efficiency and asset protection.
Wealth Building Focus
Tax strategies designed to help you reinvest savings and build long-term wealth.
What Clients Say
“Sophie and the Paramount team saved our business over $75,000 in taxes last year. Their strategic planning is invaluable.”
Michael Chen
Founder, TechStart Inc.
“Finally, tax advisors who understand entrepreneurship. They don't just file taxes—they help us build wealth.”
Sarah Martinez
CEO, Growth Media
“The proactive approach to tax planning completely changed how we think about our business finances.”
David Johnson
Owner, Johnson & Associates
My Story
I've been a business owner for years — restaurants in New York City until Covid, now residential and commercial multifamily real estate.
For most of that time, I paid a CPA to file my taxes and assumed I was covered. I wasn't. The first time I worked with a tax strategist, I saw six-figure opportunities my filing companies had never mentioned — every single year.
Now I close that same gap for other business owners. Most don't have a tax problem; they have a tax planning problem. Their CPA files a return. Nobody strategizes.
Because I've worked the demand side of this industry, I'm also starting to help other financial services firms grow — more on that below.
Coming soon
Growth services for financial services firms.
A growth partner for financial services firms — tax, accounting, bookkeeping, advisory, wealth management — that want a predictable pipeline of the right clients, not cold leads, price shoppers, or whoever Google sends you this month.
I've spent years on the demand side of this industry through my partnership with Paramount Tax and Bookkeeping. The same playbook transfers across financial services — and I'm now opening a small number of spots to bring it to other firms:
Lead generation — a steady flow of the right prospects, not whoever Google sends you this month.
Funnels — converting those leads into clients with journeys built around how financial-services buyers actually decide.
Operational efficiency — tracking, automation, and a CRM your team will actually use, so nothing slips through the cracks.
Join the waitlist below and I'll reach out when it's live.