The
The
The
smartest
smartest
smartest
tax
tax
tax
moves
moves
moves
are
are
are
rarely
rarely
rarely
the
the
the
last-
last-
last-
minute
minute
minute
ones.
ones.
ones.
Every dollar has a strategy behind it. Year-round, proactive planning for high earners who would rather build wealth than scramble
at the deadline.
Every dollar has a strategy behind it. Year-round, proactive planning for high earners who would rather build wealth than scramble
at the deadline.
Every dollar has a strategy behind it. Year-round, proactive planning for high earners who would rather build wealth than scramble
at the deadline.
Book a Consult
Book a Consult
Book a Consult
↗︎
30+
30+
30+
Years advising individuals & businesses
Years advising individuals & businesses
Years advising individuals & businesses
365
365
365
Days a year of proactive strategy
Days a year of proactive strategy
Days a year of proactive strategy
40+
40+
40+
Specializing in Tax Strategies for Real Estate Professionals
Specializing in Tax Strategies for Real Estate Professionals
Specializing in Tax Strategies for Real Estate Professionals
$300K+
$300K+
$300K+
The high-income clients we specialize in
The high-income clients we specialize in
The high-income clients we specialize in
1:1
1:1
1:1
Direct access to Jason, every engagement
Direct access to Jason, every engagement
Direct access to Jason, every engagement
One
One
One
looks
looks
looks
back.
back.
back.
The
The
The
other
other
other
looks
looks
looks
forward.
forward.
forward.
PREPARATION
PREPARATION
PREPARATION
Tax preparation is a record of a year already spent. It tells you what you owe once the decisions are behind you. Tax strategy is the opposite discipline. It shows you how to owe less throughout the taxable year, and it does so before the income is realized, when the decisions still count.
TaxIQ Advisory specializes in the second kind of work: multi-year strategies built around your income, your business entities, and your long-term goals, so a decision you make today keeps saving you money for years. Every strategy we recommend is defensible and backed by valid documentation.
Tax preparation is a record of a year already spent. It tells you what you owe once the decisions are behind you. Tax strategy is the opposite discipline. It shows you how to owe less throughout the taxable year, and it does so before the income is realized, when the decisions still count.
TaxIQ Advisory specializes in the second kind of work: multi-year strategies built around your income, your business entities, and your long-term goals, so a decision you make today keeps saving you money for years. Every strategy we recommend is defensible and backed by valid documentation.
Tax preparation is a record of a year already spent. It tells you what you owe once the decisions are behind you. Tax strategy is the opposite discipline. It shows you how to owe less throughout the taxable year, and it does so before the income is realized, when the decisions still count.
TaxIQ Advisory specializes in the second kind of work: multi-year strategies built around your income, your business entities, and your long-term goals, so a decision you make today keeps saving you money for years. Every strategy we recommend is defensible and backed by valid documentation.
VS. STRATEGY
VS. STRATEGY
VS. STRATEGY
LEARN MORE
LEARN MORE
LEARN MORE
↗︎
Thirty years of expertise
Thirty years of expertise
Thirty years of expertise
DIRECT
DIRECT
You work with Jason, not a rotating desk. Your questions reach him.
You work with Jason, not a rotating desk. Your questions reach him.
ACCESS
ACCESS
YEAR ROUND
YEAR ROUND
Engagement and communication that continue long after filing season ends.
Engagement and communication that continue long after filing season ends.
SUPPORT
SUPPORT
DIRECT ACCESS
You work with Jason, not a rotating desk. Your questions reach him.
ACCESS
YEAR ROUND SUPPORT
Engagement and communication that continue long after filing season ends.
SUPPORT
RAPID
RAPID
Fast turnaround when a transaction cannot wait.
Fast turnaround when a transaction cannot wait.
RESPONSE
RESPONSE
RAPID RESPONSE
Fast turnaround when a transaction cannot wait.
RESPONSE
Now on your side of the table.
Now on your side of the table.
Now on your side of the table.
Where it begins
The Tax Assessment
A single, focused engagement that shows you exactly what you have been leaving on the table, and what to do about it.
Current-Year Projection
↗︎
Current-Year Projection
A clear projection of your income and tax liability, so nothing about this year is a surprise.
Personalized Plan
↗︎
Personalized Plan
Delivered live in a sixty-minute call, showing your projected savings and the clear gap between doing nothing and acting.
Two-Year Review
↗︎
Two-Year Review
A retroactive look at your returns, surfacing missed opportunities, credits you may qualify for, and amendments that could put money back in your pocket from prior years.
First Time Tax Assesment $2,497
Where it begins
The Tax Assessment
A single, focused engagement that shows you exactly what you have been leaving on the table, and what to do about it.
Current-Year Projection
↗︎
Current-Year Projection
A clear projection of your income and tax liability, so nothing about this year is a surprise.
Personalized Plan
↗︎
Personalized Plan
Delivered live in a sixty-minute call, showing your projected savings and the clear gap between doing nothing and acting.
Two-Year Review
↗︎
Two-Year Review
A retroactive look at your returns, surfacing missed opportunities, credits you may qualify for, and amendments that could put money back in your pocket from prior years.
First Time Tax Assesment $2,497
Where it begins
The Tax Assessment
A single, focused engagement that shows you exactly what you have been leaving on the table, and what to do about it.
Current-Year Projection
↗︎
Current-Year Projection
A clear projection of your income and tax liability, so nothing about this year is a surprise.
Personalized Plan
↗︎
Personalized Plan
Delivered live in a sixty-minute call, showing your projected savings and the clear gap between doing nothing and acting.
Two-Year Review
↗︎
Two-Year Review
A retroactive look at your returns, surfacing missed opportunities, credits you may qualify for, and amendments that could put money back in your pocket from prior years.
First Time Tax Assesment $2,497
A team you can trust
A team you can trust
A team you can trust
A CPA who learned tax strategy from the inside of a business, not the outside.
A CPA who learned tax strategy from the inside of a business, not the outside.
A CPA who learned tax strategy from the inside of a business, not the outside.
TaxIQ Advisory’s story begins in Cedar City, Utah, where Jason earned his Master of Accountancy.
TaxIQ Advisory’s story begins in Cedar City, Utah, where Jason earned his Master of Accountancy.
TaxIQ Advisory’s story begins in Cedar City, Utah, where Jason earned his Master of Accountancy.
Nevada-licensed CPA · No. CPA-3427
Nevada-licensed CPA · No. CPA-3427
M.Acc, Southern Utah University
M.Acc, Southern Utah University
Member, AICPA
Member, AICPA
30+
30+
30+
Years as a CPA across accounting, tax advisory, and corporate finance.
Years as a CPA across accounting, tax advisory, and corporate finance.
Years as a CPA across accounting, tax advisory, and corporate finance.
$80M+
$80M+
$80M+
In client assets currently held in trust.
In client assets currently held in trust.
In client assets currently held in trust.
$1B+
$1B+
$1B+
In taxes saved last year by the nationwide firm TaxIQ Advisory partners with.
In taxes saved last year by Cedar Financial partners.
In taxes saved last year by the nationwide firm TaxIQ Advisory partners with.
Jason S. Mitchell, CPA, is the owner and President of TaxIQ Advisory Inc. With over thirty years spanning accounting, tax advisory, and corporate finance, he has served as a CFO and Fractional-CFO of multiple companies, guiding one through a reverse merger to the public markets and managing quarterly and annual SEC filings. Earlier, as Vice President and Corporate Controller at USI Holdings Corporation, he had a leadership role in its IPO on the Nasdaq, after beginning his career in public accounting at KPMG Peat Marwick and Arthur Andersen. He currently serves as trustee for over $80 million in client assets.
“Taxes shouldn’t be something you brace for once a year. They should be something you seldom worry about, because I am already handling it.”
-Jason Mitchell
Jason S. Mitchell, CPA, is the owner and President of TaxIQ Advisory Inc. With over thirty years spanning accounting, tax advisory, and corporate finance, he has served as a CFO and Fractional-CFO of multiple companies, guiding one through a reverse merger to the public markets and managing quarterly and annual SEC filings. Earlier, as Vice President and Corporate Controller at USI Holdings Corporation, he had a leadership role in its IPO on the Nasdaq, after beginning his career in public accounting at KPMG Peat Marwick and Arthur Andersen. He currently serves as trustee for over $80 million in client assets.
“Taxes shouldn’t be something you brace for once a year. They should be something you seldom worry about, because I am already handling it.”
-Jason Mitchell
About Jason
The Quote
“Taxes shouldn’t be something you brace for once a year. They should be something you seldom worry about, because I am already handling it.”
-Jason Mitchell
Jason S. Mitchell, CPA, is the owner and President of TaxIQ advisory Inc. With over thirty years spanning accounting, tax advisory, and corporate finance, he has served as a CFO and Fractional-CFO of multiple companies, guiding one through a reverse merger to the public markets and managing quarterly and annual SEC filings. Earlier, as Vice President and Corporate Controller at USI Holdings Corporation, he had a leadership role in its IPO on the Nasdaq, after beginning his career in public accounting at KPMG Peat Marwick and Arthur Andersen. He currently serves as trustee for over $80 million in client assets.
Nevada-licensed CPA · No. CPA-3427
M.Acc, Southern Utah University
Member, AICPA
Stop bracing for tax season.
Stop bracing for tax season.
Stop bracing for tax season.
The first consult is free, and it is the fastest way to find out what a proactive strategy could be worth to you.
The first consult is free, and it is the fastest way to find out what a proactive strategy could be worth to you.
The first consult is free, and it is the fastest way to find out what a proactive strategy could be worth to you.
Book a Consult
Book a Consult
Book a Consult
↗︎
↗︎
↗︎
a DBA of Cedar Financial
Proactive, year-round tax strategy for high-income households and business owners.
Hours
Mon–Thu 8–4 PT
Fri 8–12 PT
Cedar Financial Inc, DBA TaxIQ Advisory. The content on this website is for general informational purposes only and does not constitute tax, legal, accounting, or financial advice. Use of this website, submission of a contact form, or general email correspondence does not create a CPA-client relationship; a CPA-client relationship is established only upon execution of a signed engagement letter. Jason S. Mitchell, CPA, is licensed in Nevada (License No. CPA-3427). Full disclaimers, Circular 230 notice, and Privacy Policy appear on the live site footer.
a DBA of Cedar Financial
Proactive, year-round tax strategy for high-income households and business owners.
Hours
Mon–Thu 8–4 PT
Fri 8–12 PT
Cedar Financial Inc, DBA TaxIQ Advisory. The content on this website is for general informational purposes only and does not constitute tax, legal, accounting, or financial advice. Use of this website, submission of a contact form, or general email correspondence does not create a CPA-client relationship; a CPA-client relationship is established only upon execution of a signed engagement letter. Jason S. Mitchell, CPA, is licensed in Nevada (License No. CPA-3427). Full disclaimers, Circular 230 notice, and Privacy Policy appear on the live site footer.
a DBA of Cedar Financial
Proactive, year-round tax strategy for high-income households and business owners.
Hours
Mon–Thu 8–4 PT
Fri 8–12 PT
Cedar Financial Inc, DBA TaxIQ Advisory. The content on this website is for general informational purposes only and does not constitute tax, legal, accounting, or financial advice. Use of this website, submission of a contact form, or general email correspondence does not create a CPA-client relationship; a CPA-client relationship is established only upon execution of a signed engagement letter. Jason S. Mitchell, CPA, is licensed in Nevada (License No. CPA-3427). Full disclaimers, Circular 230 notice, and Privacy Policy appear on the live site footer.