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Tax Strategist · CFO Advisor · Wealth Architect

You Built
Real Income.
Stop Losing It
to the IRS.

Most of my clients are paying $30K to $500K in taxes every year with no real plan to change it. I change that. Typical savings run $50K–$200K+ annually. For higher-income clients, we're often talking millions. That money doesn't disappear — it gets redirected into building something that actually lasts.

Tax reduction is the strategy. Generational wealth is the destination. My clients don't just pay less — they build more. With advanced strategies, a dedicated team, and a plan built specifically around their income, they finally stop losing ground to taxes and start building lasting wealth.

The tax code was written with tools for people at your level.
Most advisors just never bothered to show you where they are.
AMNERIS FRANCISCO, MBA · Tax Strategist · CFO Advisor
Top 20 Women Entrepreneurs 2024 · BBB Accredited
Nationwide · Virtual Available
Apply for Free Qualifier Call View Engagements →
Amneris Francisco — Tax Strategist & CFO Advisor
$50K–$200K+Clients Recover
$300KMin. Client Income
20+Years Experience
100%Virtual Nationwide
As Seen In
Entrepreneurs Herald
CEO Weekly
Top 20 Women Entrepreneurs 2024
BBB Accredited Business

From First Call to Financial Freedom — 4 Steps

📞
Step 01

Qualifier Call

30 min complimentary call. We determine if working together is the right fit.

📄
Step 02

Upload Your Documents

Securely share your returns and financials so I can build your full picture.

🔍
Step 03

Tax X-Ray & Assessment

A full diagnostic of your tax position — we analyze, identify every strategy you qualify for, and deliver a written plan with real dollar outcomes.

🌟
Step 04

Start Saving & Building

We implement the plan and decide if an ongoing advisory retainer makes sense.

Book Your Qualifier Call
The Real Pain

You're Succeeding at Everything.
Except Keeping What You've Built.

You've built income most people never reach. You make decisions every day that would paralyze someone without your experience. But every April — and every quarter — a massive, preventable amount of what you've earned disappears. Not because of bad investments. Not because of poor decisions. Because nobody built you a real strategy. And the longer that continues, the more generational wealth walks out the door.

🩸

You write a check to the IRS that keeps you up at night

$50K, $100K, $180K+ every year — with no written plan to change it. That's not a tax problem. That's a strategy gap.

🚨

Your CPA has never once surprised you — in a good way

Every April the same call. Here's what you owe. Sign here. See you next year. That is compliance. It is not strategy. You deserve both.

🏠

You own real estate and still pay like you don't

Investment properties carry powerful tax tools — cost segregation, accelerated depreciation, REPS status — that most advisors never activate. Every year they sit unused.

⚙️

Your business structure is quietly bleeding you

Most high-income business owners are in the wrong entity structure for their income level — losing $20K–$50K+ a year in avoidable taxes, invisibly, every year.

📉

No one is watching how your money actually moves

Cash flow without visibility. Revenue without architecture. You're generating income without a CFO-level system behind it — and the gap between what you earn and what you keep keeps growing.

⏳

The wealth you're building has no protection behind it

You're growing income but not building a financial structure that transfers, protects, and multiplies across generations. That requires a different kind of advisor.

Every one of these is fixable. I've fixed them for clients earning $500K, $1M, and well beyond. It takes a real plan, a team that executes, and a strategist who is in your corner before December 31 — not after. That's what I do. And it starts with one honest conversation.

What I Do

High-Level Strategy.
Built to Last Generations.

I don't file taxes. I engineer your financial future. Every engagement asks one question: how much of what you earn can you legally keep — and how do we build something lasting with it?

⚡

My practice operates at a level beyond standard tax planning. I work with a team that executes advanced strategies most advisors have never presented to their clients — and most clients never knew existed. If you qualify, you access all of it.

🔬

Strategic Tax Assessment

A full diagnostic of your tax position with a written strategy. Every missed opportunity modeled in real dollars. A plan built to execute — not just read.

📐

Proactive Tax Planning

Year-round strategy built before the year closes. We stop reacting in April and start engineering in January — protecting every dollar before it's owed.

🏢

Entity Architecture

The right structure can eliminate $20K–$50K+ in annual self-employment tax. Most high earners are in the wrong structure right now — and don't know it.

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Real Estate Tax Engineering

REPS qualification, cost segregation studies, bonus depreciation, 1031 exchanges, and short-term rental strategy — built into your annual plan and fully executed.

💼

Fractional CFO Advisory

Cash flow visibility, margin clarity, financial decision support, and wealth-building direction — CFO-level guidance without the full-time overhead.

🛡️

Compliance & Audit Protection

Entity formation, compliance services, and on-demand solutions available as part of your engagement. Full IRS representation when it matters most.

Additional services available — inquire on your call

Tax Savings Are the Start.
What You Do With Them Is the Point.

Reducing your tax bill creates capital. The real question is what you build with it. My clients take what they recover and put it to work — in strategies that grow their wealth, protect it from unnecessary exposure, and set up the people they care about for the long run. That is the actual goal.

🌱
Wealth Growth

Redirect tax savings into wealth-building strategies

🏛️
Generational Transfer

Build structures that protect and pass on what you've built

🔐
Asset Protection

Safeguard your wealth from unnecessary risk and exposure

📊
Financial Clarity

Know exactly where your money goes and where it grows

Work With Me

Choose How to Get Started

Every engagement begins with a complimentary qualifier call. My practice is reserved for clients where I can deliver real, measurable, lasting impact.

Complimentary
Qualifier Call
30 minutes to determine if working together is the right fit. I review your situation and tell you exactly what I see — no pressure, no obligation.
Free
By application · $300K+ income · $30K+ tax liability
  • Review of your current tax situation
  • Top missed strategies identified
  • Honest estimate of what's recoverable
  • Recommendation for your next step
Apply for Your Free Call

Reserved for earners at $300K+ with $50K+ annual tax liability

Signature Engagement
Strategic Tax Assessment
A full deep-dive into your tax position. I model every strategy you qualify for in real dollars and deliver a written plan in a live session — with a team ready to execute every step of it.
$3,500
Tax Analysis + Tax Plan + Delivery Session
  • Full review of returns & entity structure
  • Every qualifying strategy modeled in dollars
  • Written action plan in a live delivery session
  • Strategies ranked by impact and urgency
  • Implementation roadmap included
Start With Your Qualifier Call

If we don't find at least $10,000 in strategies — fully refunded

Paid Access
Advisory Hour
Dedicated paid access to my expertise for a specific tax situation, entity question, or financial decision you need answered properly — one hour, fully focused on your situation.
Pricing shown at booking
60 minutes · Virtual · Book to see investment
  • Specific tax situation or question addressed
  • Entity structure or business review
  • Real estate tax strategy second opinion
  • Pre-sale or capital gains planning
  • CFO-level financial decision review
Book an Advisory Hour
Implementation & Annual Plan engagement pricing is discussed on the qualifier call — based on the complexity and scope of your situation.
Client Results

Real Clients. Real Dollar Results.

Not projections. Not estimates. Actual outcomes from actual clients — in their own words.

★★★★★
“Amneris reduced my IRS liability from over $300,000 down to approximately $50,000 — and gave me the financial clarity and peace of mind to start investing in real estate for the first time.”
J
Jerry M.
Business Owner · New Jersey
IRS liability: $300K → $50K
★★★★★
“Amneris preserved over $462,000 in taxes through a 1031 exchange and implemented strategies that generated hundreds of thousands more in savings. My portfolio has grown by over $3 million. I had worked with CPAs before — none of them ever discussed proactive strategy. Ignorance is expensive when you don't know what you don't know.”
M
Mateo R.
Real Estate Investor · 30+ Unit Portfolio
$462K preserved · $3M+ portfolio growth
★★★★★
“The Tax Assessment was the best investment I made in my business last year. Seven strategies identified. Four already implemented. The savings this year alone are more than ten times what I paid.”
J
Julie F.
Healthcare Professional · Florida
10x return on Tax Assessment investment
★★★★★
“My entity structure was costing me $30,000 a year in taxes I did not have to pay. Amneris found it, fixed it, and had everything restructured within 60 days. I wish I had found her three years earlier.”
J
James L.
Logistics Business Owner · Pennsylvania
$30K/year in avoidable taxes eliminated
★★★★★
“Amneris preserved over $462,000 in taxes through a 1031 exchange, implemented cost segregation and advanced investment strategies that generated hundreds of thousands more in savings, and helped grow my real estate portfolio by over $3 million. I had worked with CPAs before — none of them ever discussed proactive strategy. Ignorance is expensive when you don't know what you don't know.”
M
Mateo R.
Real Estate Investor · 30+ Unit Portfolio
$462K preserved · $3M+ portfolio growth
★★★★★
“Before working with Amneris I had no real financial structure in place. She completely transformed my picture. I now have clarity, I am fully compliant, and I finally have confidence in my future. Most importantly — I sleep with peace of mind.”
J
Jerry M.
Business Owner · Now a First-Time RE Investor
From IRS fear to first investment property
FAQ

Questions Before You Apply

Click any question to expand. Everything you need before booking your call.

Your CPA prepares and files your return accurately — that is compliance work. I build a proactive plan to legally reduce what you owe before the year closes and redirect those savings into wealth-building strategies. Most CPAs are historians of your finances. I am an architect. Your CPA will keep filing. I change what they're filing on — and what the number says at the bottom.

The Tax Assessment includes a full review of your prior returns, entity structure, income sources, real estate holdings, and business situation. I model every strategy you qualify for in real dollar terms and deliver a written plan with specific prioritized action steps in a live delivery session. If we don't identify at least $10,000 in opportunities, the assessment is fully refunded. Most clients find 10–50x the cost in available strategies.

My practice is built for high-income earners with significant tax liability — $300K+ income and $50K+ in annual taxes. The qualifier call ensures we're genuinely the right fit before either of us invests time. It also means every client I take on is one where I am fully confident I can deliver measurable, lasting value. The selectivity is intentional — it keeps my work and my results at the level my clients expect.

The Advisory Hour is a dedicated 60-minute paid session for a specific tax question, entity decision, real estate planning situation, or financial review. It's ideal for someone who has a specific question and wants expert-level answers — not a general conversation. It's also a natural entry point for clients who want to experience the quality of my thinking before committing to a full Assessment. The $500 fee is displayed at the booking page, not here, so you have the full context when you make the decision.

Yes — I work with clients nationwide, fully virtual. My examples often reference NJ and NY because of the extreme combined tax rates in those states, but every strategy I implement applies across all 50 states. If you're in Florida, Texas, California, Georgia, or anywhere else earning $300K+ with a significant annual tax bill and no written proactive plan — I can help you change that.

After the Assessment you receive your complete written strategy and action plan. If you choose to move into implementation, my team and I execute the full strategy together — entity restructuring, real estate tax engineering, advanced planning strategies, retirement vehicle setup, wealth-building architecture, and year-round CFO oversight. Implementation engagement pricing is based on your specific situation and is discussed on the qualifier call.

You've Built the Income.
Now Let's Make Sure You Keep It.

Apply for your complimentary 30-minute qualifier call. In one conversation, I'll tell you honestly what I see in your situation, what's available to recover, and whether working together makes sense. No pitch. No obligation.

Apply for Free Qualifier Call Book an Advisory Hour

Virtual · Nationwide· $500K+ Income· Same-Week Availability