Advanced Tax Strategies For Business Owners & Investors
LIMIT YOUR TAX LIABILITY AS MUCH AS LEGALLY POSSIBLE & GROW YOUR BUSINESS WITH A TAX ADVISOR
- Proactive Tax Advisory: VIP Tax Support When You Need It.
- New Tax Savings: We work for you not the IRS. Maximize your tax savings and go beyond just basic deductions.
- One Coordinated Team To Save You Time: We find additional savings beyond what your CPA identifies, and help implement everything for you.
TRUSTED BY -
ALAN'S FINE JEWELRY -
DKD DEVELOPMENT -
ALAN BROOKE FARMS -
BASH BOUTIQUE -
ALAN CHALMERS -
ARGUEZ NUTRITION -
FRESH PAINTING FL -
365 WELLNESS
YOU work too hard to let the IRS take away money you need to grow your business or retire.
Most business owners don’t realize they have a huge tax bill until it’s too late. No one is regularly looking for ways to help them keep more of what they earn.
By the time tax season arrives, the year’s over and your CPA simply reports what happened.
Strategic tax planning helps you save more over the year and identify savings you’re leaving on the table.
BUSINESS GROWTH
Once your business starts making real money, taxes become one of your largest business and personal expenses.
The "Just Buy a Car" Advice
If your main tax strategy is just "buy a car" at the end of the year, you are using outdated clichés instead of real tax law strategies.
SUPRISE TAX BILLS
No business owner wants a six figure surprise. Generic, one-size-fits-all tax preparation increases your risk of IRS audits and unexpected tax bills that can devastate your finances.
CASH FLOW DRAIN
The goal isn't simply saving on taxes it's asking "what are the right moves to help me preserve my capital" and ensure you're staying on top of your finances and not always behind.
REACTIVE TAX PLANNING
If you primarily hear from your CPA at tax time your CPA is "backward looking" only filing what happened in the past instead of looking ahead to ensure you limit your tax liability as much as legally possible.
Missed TAX SAVINGS
Traditional CPAs often skip or defer out entity structure, compensation, retirement planning, depreciation, real estate, timing, investments, and other strategies that can materially change what you ultimately keep.
TRUSTED BY -
ALAN'S FINE JEWELRY -
DKD DEVELOPMENT -
ALAN BROOKE FARMS -
BASH BOUTIQUE -
ALAN CHALMERS -
ARGUEZ NUTRITION -
FRESH PAINTING FL -
365 WELLNESS
A SMARTER WAY TO REDUCE TAXES AND BUILD WEALTH
Our 4-step process finds where you’re losing money, builds a strategy around your goals, and helps you put it into action.
DISCOVER
We meet with you, review your tax returns, business, investments, family situation, and future plans to understand where you are today and where you want to go.
DESIGN
We identify the strategies available to you and calculate which opportunities actually make financial sense. If a strategy costs more than the benefit it creates, we don’t recommend it.
DECIDE
We walk you through the options, expected savings, costs, and tradeoffs. You decide which strategies fit your financial goals, risk tolerance, and lifestyle. Personalized planning for you.
IMPLEMENT
Take the plan to your existing accountant, or have SETE handle the ongoing tax planning and preparation. If we work together ongoing, we stay involved throughout the year so major decisions are planned before they happen, not after.
ADVANCED SOLUTIONS FOR EVERY STAGE OF GROWTH
From real estate investing to large-scale payroll optimization, we provide the legal-based expertise you need to stop overpaying and start scaling.
Specialized Services
REAL ESTATE STRATEGIES
We help investors not only cash flow more but reach retirement goals 30% faster. Leverage specialized tax law to protect your assets and grow your portfolio effectively.
Specialized Services
ADVANCED TAX PLANNING
Designed for business owners and investors losing 5-7 figures to taxes every year. We build a Legal-Based Blueprint to lower your tax bill as much as legally possible, turning tax liabilities into growth capital.
Specialized Services
PROACTIVE TAX ADVISORY
Stop being reactive. We provide year-round guidance and “Profit Partner” support to handle the heavy lifting, ensuring you are prepared for growth instead of surprised by bills.
Specialized Services
AUDIT & COMPLIANCE DEFENSE
Protect your business against the IRS with professional audit advisory. We ensure you are 100% compliant with IRS-approved strategies, giving you total peace of mind every year.
Specialized Services
PAYROLL TAX OPTIMIZATION
Specifically for growing businesses with over 20 employees. We help you identify hidden credits and reduce payroll tax burdens, allowing you to afford, retain, and hire better talent.
TRUSTED BY -
ALAN'S FINE JEWELRY -
DKD DEVELOPMENT -
ALAN BROOKE FARMS -
BASH BOUTIQUE -
ALAN CHALMERS -
ARGUEZ NUTRITION -
FRESH PAINTING FL -
365 WELLNESS
DEVIN ALBERT, J.D.
Director & Lead Tax Strategist
“My mission is to level the playing field. I’m bringing the advanced tax strategies formerly reserved for the 1% to the hardworking small and medium sized business owners who are the backbone of our country.”
Devin Albert is not your typical advisor. As a legally trained Tax Strategist and former consultant for one of Washington D.C.’s top real estate private equity funds (managing $90B in assets), Devin saw firsthand how the wealthy protect their money. After managing the Tax Strategy Department for a national tax firm and identifying over $150M in savings for 250+ businesses, he founded SETE Tax to serve you.
- LEGAL-BASED EXPERTISE Unlike traditional CPAs, SETE leverages our 10+ year of experience to interpret complex tax codes creating aggressive yet IRS-approved saving blueprints.
- PROVEN TRACK RECORD Directly helped over 250+ entrepreneurs and high-income earners save $150M+ by utilizing forward-looking tax strategies.
- THE SETE DIFFERENCE Founded on the belief that small and medium sized businesses deserve better than "backward-looking" tax prep. We don't just file history; we create your future.
- NATIONWIDE IMPACT Licensed professionals providing best-in-class tax advisory and proactive wealth protection to clients across all 50 states, including internationally.
TAILORED STRATEGIES FOR HIGH-STAKES SUCCESS
We don’t provide generic advice. We deliver advanced, compliant tax solutions for clients who want to stop losing their money to the IRS.
AMBITIOUS ENTREPRENEURS
The #1 cause of business failure is poor financial and tax tracking. Instead of losing 1/3 of your money every year to the IRS, we help you keep your money so you can hire top talent, reinvest in growth, be protected in case of audits, and protect your profits.
REAL ESTATE INVESTORS
Your real estate is holding crucial tax saving opportunities for you to grow your wealth faster with less risk. Stop letting taxes steal your income. We can help you increase your cash flow and protect your assets so you reach retirement faster.
HIGH-INCOME PROFESSIONALS
Earning $200k+ as a lawyer, doctor, or busy executive means working 12 months full time for uncle Sam to steal 4 months of the year to pay taxes. We help you reach freedom and retirement faster through proactive tax advisory. Helping you save on taxes while investing in your future, showing you new ways to save more.
TRUSTED BY -
ALAN'S FINE JEWELRY -
DKD DEVELOPMENT -
ALAN BROOKE FARMS -
BASH BOUTIQUE -
ALAN CHALMERS -
ARGUEZ NUTRITION -
FRESH PAINTING FL -
365 WELLNESS
ADVANCED SOLUTIONS FOR EVERY STAGE OF GROWTH
From real estate investing to large-scale payroll optimization, we provide the legal-based expertise you need to stop overpaying and start scaling.
FREQUENTLY ASKED QUESTIONS
Your CPA is likely a “historian” focused on backward-looking tax preparation and filing. At Sete Tax, we are forward-looking strategists. While your CPA files your taxes, we proactively reduce them using the same advanced strategies formerly reserved for the top 1%.
Absolutely. We only use legal, IRS-approved strategies built on real tax law to deliver savings that keep you fully compliant and out of trouble. Our goal is to protect your business against audits—helping you avoid issues before they even happen.
Yes. We cater to entrepreneurs, real estate investors, and high-income professionals ($200k+) across multiple industries and of all sizes. Whether you are a solo investor or a business with 20+ employees, we have tailored solutions for your needs.
Yes. We proudly serve clients in all 50 states. We identify and implement federal and state-level savings regardless of where your business is located across the U.S..
That is exactly why clients come to us. Most accountants have a “one-size-fits-all” approach that leads to missed savings. We perform a thorough review of your financial situation, and we have a 97% success rate in finding new opportunities you’ve missed.
We guarantee savings every year—so our services are essentially risk-free. If we cannot find new ways for you to save money, you don’t pay. When you win, we win.
To make our initial analysis as accurate as possible, please have ready: (1) Your most recently filed tax return and (2) Information about your current expected income.
- Contact Us: +1 (904) 850-8511
- Location: 300 SW 2nd Ave, Miami, FL 33130 #121
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