Reviewed with your CPA.
Every recommendation is reviewed with your CPA or tax attorney before you invest.
It's never too early—or too late—to plan for what's next
Most tax planning happens after the fact, when the options are limited. Helios works with you before, during and after the events that create the biggest tax bills.
Big financial decisions deserve a strategy.
The best decisions are made while assets can still be timed, structured and placed.
In one coordinated plan.
Tax strategy, investing and life transitions are usually handled by different people at different times. We bring them into one plan, built around your return and your timeline.
The goal is Tax Alpha: improving what you keep without increasing the risk you take.
Built for the long run.
Multi-year plans, not one-year fixes.
What we do
Services
Income Tax Mitigation
For Consistent High Earners, Near Retirees, and Single High-Income Year Spikes
Capital Gains Tax Mitigation
For Sale of Primary Home, Business, and Appreciated Stock/Crypto
Discounted Roth Conversion
For Job Change with $500k+ 401k, Retired or Nearing Retirement
Rental Sale Tax Strategy Review and Comparison
1031 Exchanges vs Capital Gains Tax Mitigation plans
Your path forward
From first question to a CPA-reviewed plan
See your numbers before you commit to anything. Your proposal is free.
Freepersonalized proposal
10 minto complete the intake
$1,500–$2,500Flat planning fee
About 10 minutes
Complete the intake
Answer a short set of questions online. Estimates are fine and there's nothing to upload.
In 2–3 days
Receive your free proposal
We send a preliminary tax savings estimate, a timeline and our fee, at no cost.
When you're ready
Engage Helios
Sign, pay the flat planning fee and answer a few tailored follow-up questions.
By day 10
Get your recommendation
Your full Tax Savings Recommendation: a year-by-year plan, tax return impact, an AMT screen and a long-term income view.
Then
CPA review and implementation
We review the plan with your CPA. Sponsor selection and placement are handled under your Helios advisory agreement.