Gambit

Tax planning designed to tilt the playing field back toward you.

We evaluate your full financial landscape, uncover missed opportunities, and design precise strategies aligned with your goals.

Free Consultation
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Built for financial lives that don’t fit in a box.

We help high-earning taxpayers with layered income, assets, and transitions uncover strategic advantage through thoughtful planning and transparent collaboration.

Our Unique Expertise

  • Cross-Border Taxpayers
  • Crypto Investors
  • S Corps, LLCs & Self-Employed
  • Rental Property Owners
  • Multi-State Tax Filers

Tax Strategies

  • Tax Loss Harvesting
  • Optimizing Retirement Contributions
  • LLC vs S-Corp Election
  • Quarterly Tax Planning

 

Two service options, one standard of strategy.

Choose focused, high-impact tax prep or a year-round partnership with planning and execution built in.

Free Consultation

STRATEGIC
TAX PREP

From $950

Work with Gambit from kickoff through filing. Your dedicated Gambit Strategist leads your return with clear recommendations and hands-on guidance throughout the process.

ALWAYS-ON ADVISORY

From $1,950

A full-year relationship. We prepare your returns and provide ongoing access to your Gambit team for planning, implementation, and questions as your financial life evolves.

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How we work, from first call to final return.



From your first conversation through final delivery, we make the process transparent, explain every decision, and encourage questions whenever they come up.

Here’s how it works:

Step 1: Schedule an Assessment Call


You’ll meet directly with a Gambit Strategist to talk through your goals, financial picture, and any questions you have. The goal is to determine whether your tax situation supports a tax strategy and whether we are a good fit for you.

Step 2: Discovery Call, Tax Strategy Recommendations & Fixed Quote


Your dedicated Gambit Strategist reviews last year’s return to identify missed opportunities, improvement areas, and strategic leverage points using precise, actionable analysis.

Step 3: We Prepare Your Return & Walk You Through It

Gambit prepares your return with multiple accuracy checks, then delivers an in-depth walkthrough explaining exactly what we did and why.

Step 4: For Always-On Clients, check in any time

You’ll have ongoing access to your Gambit team throughout the year for planning questions, responding to tax news, addressing quarterly deadlines, or making real-time decisions that benefit from strategic input.

FAQs about Gambit.