Selling a business, selling real estate, retiring from a high-income career, passing wealth to the next generation, or cashing out crypto and other appreciated assets.
Stop the leaks. Buy more stuff you love.
Tax strategy from a former IRS auditor, plus the systems that keep your books from leaking money and hours. So you keep more of what you earn.
Money is leaking out of what you built, in the dark.
You can't fix what you can't see. Your accountant reports history after the money is already spent.
To the IRS
Every April, more walks out the door than should. The biggest leaks are set at a decision point, months before anyone reads the return.
To busywork
Every week, hours disappear into manual books and apps that don't talk to each other. AI can do most of it now, faster and cheaper.
To surprises
You find out after it's spent. A sharp operator shouldn't be getting beat by their own books.
It's plain wrong to bleed money and time you earned honestly, right when the stakes are highest.
We read your return the way the IRS reads it.
Most tax bills are decided long before anyone files a return. Our founder sat in the examiner's chair as an IRS auditor. Now he's on your side of the table, and he builds the systems that keep your books clean all year.
- Former IRS auditor
- Enrolled Agent
- Oregon Licensed Tax Consultant 31902-C
"David handled it with ninja level proficiency and actually scored me a refund."
Who we work with
The biggest tax bill of your life is usually set by one decision. We plan it before you make it.
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Business owners selling or retiring
Your exit can set the largest tax bill you will ever face. We plan the sale before the letter of intent, not after.
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Real estate investors
Selling a rental or trading up. We plan for the gain and depreciation recapture before the sale closes.
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High-income professionals nearing retirement
A career of high earnings deserves a plan for the years when your income and your bracket finally change.
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Families passing wealth on
Passing property or a business to the next generation, without the estate and gift tax surprises.
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Crypto and alternative asset holders
Large gains on paper need a plan before you sell, not a scramble at filing time.
Three steps to stop the leaks
No big commitment up front. Start with a conversation.
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Book a Right-Fit Call
Twenty minutes. We find out if we're a fit, and we'll tell you straight if we're not.
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Get the 37-Point Tax Leak Inspection
497 dollars. We look at your tax and your systems and show you exactly where money and hours are leaking.
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We rebuild the machine
An annual tax-strategy retainer. We plan ahead, set up the systems, and keep watching so the leaks stay closed.
Don't take our word for it.
"My search ended when I found Daveed at Anvil Tax. Daveed is smart, he knows his stuff and is full of analogies to help me understand some of the more confusing topics."
"I’m so grateful to have someone I trust that I can send my clients to for all their tax needs. I highly recommend him, he’s rather brilliant and cares deeply about people."
"Daveed was introduced to me by a realtor client of mine who really saved her money in her business."
AI can do the grind. Somebody has to set it up and watch it.
If your books and admin still run on the setup you had a few years ago, you're paying for it in hours. The tools to fix that exist now. What most owners don't have is the time to build it and keep an eye on it.
You don't have the time. We do.
With Anvil
- Keep more of what you earn.
- Get your hours back.
- Books that run without you.
- Audit-ready, and sleeping at night.
- Buying more of the stuff you love.
Without a plan
- Money keeps bleeding to the IRS.
- Hours keep disappearing into busywork.
- You find out after it's spent.
- You settle for the main-street answer everyone else gets.
This Could Have Been Avoided
The checklist that prevents the regret, one page per triggered event.
This could have been avoided.
Find the leak before it finds you. Twenty minutes is all it takes to know.
Book a Right-Fit Call