Premium Tax Strategy

Tailored Tax Solutions built around you.

You focus on your long game. We'll handle the hazards.

Tax season shouldn't feel like being stuck in the rough. At Aurum Tax Advisory, we provide the strategic insight you need to enjoy the view—and the wealth you've built.

Stop Donating to the "I Didn't Know That Was Deductible" Fund

Most investors view taxes as an unavoidable cost. We view them as an inefficiency to be corrected. That's a fundamental difference in mindset—and it's why our clients keep more of what they earn.

The Problem

Reactive filing—waiting until April to think about taxes—leaves money on the table and creates unnecessary stress. You end up paying more than you should, year after year.

The Solution

Proactive planning puts you in the driver's seat. We work year-round to identify opportunities, optimize your structure, and ensure you keep every cent you're legally entitled to.

Aurum Tax Advisory is different. We don't just record history—we help you write it. Whether you're a freelancer, startup founder, or empire builder, we've got the expertise to match your ambition.

Our Services

Comprehensive tax expertise tailored to your unique needs

Like-Kind Exchange

§1031 Tax Deferred Exchange

Accounting for Income Taxes

ASC 740 Compliance

Business Structure

Business Formation & Entity Selection

Business Tax Planning & Compliance

Strategic Tax Management

Federal Tax Strategies

Credits & Incentives

Individual Tax

Personal Tax Planning

International Tax

Cross-Border Compliance

Private Client Tax

High-Net-Worth Services

State and Local Tax (SALT)

Multi-State Compliance

IRS and State Audit Representation

Audit Defense & Resolution

Industries We Serve

Specialized tax expertise across diverse sectors

Agribusiness

Construction

Franchises

Manufacturing

Professional Services

Real Estate

Retail & Hospitality

Technology

About Us

Said Garcia, Founder of Aurum Tax Advisory

In Latin, Aurum means Gold—the standard of lasting value. That's exactly what we deliver: strategies that preserve and grow your wealth for the long term.

We don't just crunch numbers in a back office. We work alongside you, illuminating opportunities that others miss and guiding you through every financial decision with clarity and confidence.

"A good tax advisor is like a great caddie: They know the course, they carry the heavy bag, and they tell you exactly which club to use to win."

Said Garcia

Founder, Aurum Tax Advisory

Why Choose Aurum?

Because "good enough" has a hidden cost—and it adds up every year.

1

We Translate Nerd to Human

We won't bore you with Section 179 depreciation schedules unless you ask. We simply tell you: 'Buy the truck, save the cash.'

2

No Surprise Bills

We believe in transparency. You'll know exactly what you're paying us, and precisely what we're saving you in return.

3

We Are Your Shield

Received a concerning letter from the tax authorities? Forward it to us and go back to your day. We handle the complexities.

Ready to Find Your Gold?

Let's talk about your financial strategy. No obligation, no pressure—just a conversation about making your money work harder for you.

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