Positioning
No schemes. Period.
We do not sell tax-motivated structures. We do not serve untaxable-income or asset-hiding seekers. If that's what you're looking for, we will decline your application and tell you why.
This is not a marketing stance. It is a hard guardrail built into our application scoring and our engagement terms.
What we don't do
We do not sell tax-motivated structures.
We do not serve people seeking untaxable income arrangements.
We do not serve asset-hiding seekers.
We do not use unconventional trust terminology or strategies that fall outside mainstream trust-law vocabulary in any of our materials.
How the guardrails work
Our application includes screening questions designed to identify situations we're not built for. If your primary motivation is tax avoidance, asset hiding, or an "outside the tax code" strategy, the scoring system flags your application for decline.
This is not about judging you. It's about being honest about what we can and can't do. Our product is tax-aware structuring designed to work with your CPA. We don't do tax avoidance, and we don't pretend otherwise.
If you need a different kind of approach, we'll tell you that clearly. A clear "no" is better than a dishonest "yes" that creates problems down the road.
Compliance language
Every page on this site uses compliant language. We never promise tax outcomes or use tax-claiming language. We say "tax-aware structuring" and "reported correctly." Our CPA pack page is titled "Information your CPA may request (not advice)."
We are not a law firm. We do not provide legal or tax advice. Our templates are under independent counsel review before first sale. Consult your own attorney and CPA before making any decisions.