ATTENTION: INVESTORS
Your Strategic Partner for Implementing Advanced Tax Solutions
You’ve worked hard to earn it—don’t overpay the IRS to keep it. At Heirloom Tax Solutions, we help high earners reduce or eliminate their tax liability using legal, IRS-compliant strategies that have been time-tested, audit-tested, and results-proven.
As the dedicated implementation partner to Advanced Tax Strategies, we handle everything behind the scenes—compliance, tracking, onboarding, and investor support—so you can focus on growing your wealth, not watching it disappear on taxes.
Who We Serve
High-income earners making $500K–$1M+ annually
Professionals and business owners facing capital gains, business sales, or large liquidity events
Individuals who are creeping into the 32%, 35%, or 37% tax brackets—and want a smarter way forward
Anyone who feels “frozen” by tax fear and wants to unlock access to their wealth
“Paying more than 24% in taxes is optional—once you understand the playbook.”
What We Do
Leverage IRS-approved sections of the tax code (like 168 and 181)
Use turnkey business entities to generate massive above-the-line deductions
Often deliver 60–100% ROI or more on your net investment
Are built to be compliant, audit-tested, and fully documented
How We Support You
Heirloom Tax Solutions is not a CPA firm—we’re your implementation partner, guiding you through every step:
Free exploratory call + proposal to identify your specific tax problem
Custom strategy design tailored to your income and goals
Full intake process to ensure IRS compliance
100-hour participation tracking (where required)
Investor updates, event registration, and site visit coordination
Legal structuring and documentation via our partner, Goodspeed Merrill
How to Get Started
Watch our strategy videos and explore our FAQ library to understand the basics
Schedule your free consultation to review your specific tax profile
Receive your custom proposal showing real, audit-tested numbers
If you move forward: Engage Goodspeed Merrill, finalize your strategy, and fund your investment
No pressure. No obligation. Just clarity, transparency, and options.
100 Hour Compliance
Start Logging Hours
Jump into the content hub that matches your investment strategy. All activities on these pages are designed to help you hit your required 100 hours of active participation (if applicable) - with videos, articles, books, and events that are pre-qualified to count.
🎬 Film Production Investment Hub
Explore videos, books, and articles that teach you about the film industry and film finance. Watch, read, and log hours that qualify under IRS guidelines.
⚡️ Renewable Energy Investment Hub
Learn how renewable energy projects work, from grid infrastructure to project development. Access expert-curated materials to earn participation credit and deepen your knowledge.
📅 Upcoming Events & Site Visits
Participate in live, in-person or virtual events that qualify toward your active involvement hours. Join site tours, strategy sessions, investor briefings, and more.
Why Investors Trust Heirloom
Once clients see their actual tax return—how much they saved—they can’t believe they ever did it any other way.
Audit-Tested Strategies
8 IRS audits. 18 “no change” letters as of 2025
Proven Results
60–100%+ average ROI. Clients often save hundreds of thousands.
Repeat Clients
Once clients experience the savings, they come back every year
Education First
We prioritize informed decisions, not pressure tactics
Fully Guided Experience
From intake to investment, you’re supported every step of the way
Common Problems We Solve
You’ve got capital gains pushing you into the 20% tax range
Your W-2 or business income just landed you in the 32%+ tax bracket
You’re deferring a stock, real estate, or business sale because of the tax bill
You’re tired of your CPA saying “There’s nothing you can do”
We’re here to show you that’s not true.
START LOGGING HOURS
Ready to Dive In?
Choose your investment path above to start earning credit toward your 100-hour requirement—or book a support call with our onboarding team if you’re just getting started.
We’re here to help you make it count—safely, strategically, and successfully.