Tax is a game. Play to win.

Creative Solutions to Reduce or Eliminate Tax Burdens Efficiently

Welcome to The Scale Collective

Where we specialize in helping high earners and wealth builders.

Our expert team is dedicated to providing personalized tax strategies that significantly reduce or eliminate tax burdens, allowing you to keep more of your hard-earned money. With our sophisticated approach, we ensure that your financial success is complemented by optimal tax efficiency.

Who We Work With

Accredited Investors

At The Scale Collective, we specialize in working with accredited investors. These are individuals that meet specific financial criteria, such as:

Income

Annual income of at least $200,000 ($300,000 with a spouse) for the past two years.

Net Worth

Net worth over $1 million, excluding primary residence.

Accredited investors gain access to exclusive investment opportunities and benefit from our sophisticated tax strategies and financial planning tailored to their unique needs.

Are we a good fit?

Book your Discovery Session to find out if how much we can save you.

Services

Taking Your Business to the Next Level

Comprehensive Tax Planning

Our team develops a customized tax plan that aligns with your financial goals. We analyze your current tax situation, identify opportunities for savings, and implement strategies to maximize your after-tax income.

Tax Mitigation Strategies

We utilize advanced tax mitigation techniques to minimize your taxable income. From income shifting and deferral strategies to leveraging tax credits and deductions, we employ every tool available to reduce your tax liability.

Wealth Management Integration

Our tax solutions are seamlessly integrated with your overall wealth management plan. By collaborating with you and your financial team, we ensure that tax efficiency is a key component of your long-term financial strategy.

Audit Defense and Support

In the event of an audit, our experienced professionals provide comprehensive support and representation. We handle all communications with tax authorities and work diligently to resolve any issues, ensuring your interests are protected.

Estate and Succession Planning

We help you create an effective estate plan that minimizes taxes on your estate and ensures a smooth transfer of wealth to your heirs. Our strategies are designed to preserve your legacy while reducing the tax impact on your beneficiaries.

Benefits of Our Services

Significant Tax Savings

Our tailored solutions are designed to identify and capitalize on every possible tax-saving opportunity, ensuring substantial reductions in your tax burden.

Peace of Mind

With our expert team handling your tax affairs, you can rest easy knowing that your tax strategy is optimized and compliant with all regulations.

Holistic Financial Health

Our integrated approach ensures that tax efficiency is part of your broader financial strategy, contributing to your overall financial well-being.

Expert Guidance

Our team of seasoned tax professionals stays updated on the latest tax laws and regulations, providing you with informed and proactive advice. As part of the largest community of CPAs and tax professionals, we have access to extensive resources and expertise

Our Process

Submit Your Tax Return

Send us your most recently completed tax return.

Comprehensive Review

We identify errors and missed opportunities.

Calculate Savings

We determine your potential tax savings.

Discovery
Session

We discuss our findings with you during our complimentary session.

About us

Jose Ortiz, CPA, CTC

My name is Jose Ortiz, and I am the founder of The Scale Collective. I am a CPA and Certified Tax Coach specializing in tax strategy. I work with high earners to significantly reduce their tax burdens each year by identifying errors, uncovering missed opportunities, and leveraging unique tax-advantaged investment opportunities, including those in real estate.

While I possess knowledge across various areas of accounting, my sole focus is on tax strategy to refine and excel in my craft.

My clients appreciate my direct, respectful, and graceful approach. If these qualities resonate with you, I may be the CPA you need.

I firmly believe that any competent CPA should deliver a substantial return on investment for their clients. I also believe in the importance of maximizing and protecting the four limited resources available to everyone: Time, Energy, Money, and Labor.

As a process-oriented thinker, I embrace the efficiency and flexibility of remote business operations. I have a passion for software technology and have integrated it into my business to enhance the services I provide.

My goal is to establish long-term, mutually beneficial relationships with like-minded clients.

I look forward to helping you achieve incredible tax savings.

Testimonials

What Our Clients Are Saying...

“This year I had the pleasure of Jose Ortiz of the Scale Collective taking care of my LLC Company tax affairs. It’s been refreshingly painless, efficient, and reassuring & value for money throughout, and I recommend his services without hesitation.👌”

Rob R

Take Control of Your Tax Strategy Today

Don't let high taxes eat into your hard-earned income. Contact us today to schedule a complimentary discovery meeting and learn how we can help you solve your biggest tax problems with tailored solutions.

Question Answer

What types of tax strategies do you use to reduce tax burdens?

We employ a variety of sophisticated tax strategies including real estate, income deferral, tax credits and deductions, income shifting, and leveraging legal tax shelters. Our approach is customized to fit your unique financial situation.
How do you ensure compliance with tax laws?

Our team stays up-to-date with the latest tax regulations and works diligently to ensure that all our strategies comply with current laws. We prioritize your compliance to avoid any legal issues. Through our affiliation with an elite network where top CPA firms, law firms, and family offices rank and analyze best-in-class, peer-reviewed resources and tax strategies, we ensure that your tax planning is both compliant and effective. This collaboration allows us to leverage cutting-edge strategies and the collective wisdom of top-tier professionals, keeping your tax planning ahead of the curve.
What makes your services different from other tax advisors?

Our focus on high earners and wealth builders sets us apart. We offer sophisticated, personalized tax strategies that are integrated with your overall financial plan, ensuring maximum tax efficiency and long-term financial health.
How do I get started with your services?

Getting started with our services is simple. Just click the booking button on this page to book a Discovery Session. Once we receive your information, we'll reach out to schedule a Discovery Session where we'll discuss your needs and develop a tailored plan to address your tax challenges.

Frequently Asked Questions