What makes your tax strategy services different from other tax professionals?

I specialize exclusively in high-net-worth clients and enterprises, providing personalized, proactive tax strategies rather than reactive compliance. My approach integrates wealth preservation, estate planning, and business optimization into a comprehensive tax strategy tailored to your unique situation.

How long does the tax planning process take?

Initial strategy development typically takes 2-4 weeks, depending on the complexity of your financial situation. However, strategic tax planning is an ongoing process. I work with clients year-round to optimize opportunities and adjust strategies as circumstances change.

Do you work with businesses outside of my state?

Yes, I work with high-net-worth clients and businesses nationwide. My expertise covers federal tax strategy, multi-state compliance, and international tax considerations for clients with complex, cross-jurisdictional needs.

Elite Tax Strategy

Discover How to Legally Reduce Your Tax Bill by $10K+

Personalized Tax Strategy for High-Income Business Owners

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15+

Years Experience

$2M+

saved in 2025

Saved $3,000 with medical strategies

— Eva M.

Your Partner Tax Strategy

At Luxury Tax Prep, we do more than file your taxes. With over 15 years of specialized experience in tax preparation and strategy, we've positioned ourselves as the go-to experts for high-income taxpayers.

We help you keep more of your hard-earned money, give you clear strategies to maximize your deductions, and provide proactive financial tracking systems tailored to your business goals. Whether you're a high-earning individual or a growing small business owner, your financial future deserves more than reactive support.

Our done-for-you solutions give you clarity, confidence, and savings, all year long. Every client receives personalized attention and strategies tailored to their unique financial landscape.

We stay at the forefront of tax law changes and leverage sophisticated planning techniques to ensure our clients maintain their competitive advantage while remaining fully compliant. Let us navigate the complexities of tax compliance so you can preserve and grow your wealth.

What We Do

Stress-Free, Efficient Tax Solutions

We specialize in helping high-income individuals and small business owners save time and money, and keep their peace of mind.

Individual Tax Preparation

Accurate, compliant, and optimized for savings (without the stress).

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Business Tax Preparation

From entity structure to advanced tax strategies, we'll help you legally reduce tax burdens as your business evolves.

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Tax Strategy

Personalized tax savings strategies for every stage of life.

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Bookkeeping

Keep your books clean, your financials organized, and stay tax-ready all year long with recurring, high-touch support.

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Get Started in 3 Easy Steps

Book Your Complimentary Consultation

We review your income, business, investments, and goals to determine the best path to maximum savings.

Upload Documents to Our Secure Portal

Eliminate back-and-forth paperwork stress with our fast, digital, and easy to use portal.

Error-Free Tax Returns in 48-72 Hours

Feel confidence and relief that your returns are filed accurately, strategically, and professionally.

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Google Reviews

See what our clients are saying

AI-Generated Summary

Based on 27 Google reviews

Dana is praised for her quick response times and ability to resolve complex tax issues efficiently.

Clients appreciate her personalized systems that reduce stress during tax season.

Her knowledge of tax laws and strategies helps clients maximize their refunds and minimize owed amounts.

kidd zucker

10 days ago

Dana was recommended by a friend of mine. She is friendly, knowledgeable & prompt. It was great working with her. I highly recommend her!

Scott Rundle

25 days ago

Dana just helped me get out of a tax situation and solve my problem. She was patient and kind through the entire process and she handled it quickly and efficiently. I am so grateful to David Shay and the Inland Entrepreneur's Group for introducing me to Dana Sample. She is going to take over my taxes for my corporation and my personal and know I have a pro in my corner makes me feel good. If you are service based business and do 1 - 3 mil in sales she is a great resource for you.

Lindsay Tartamella

10 months ago

I reached out to Dana for a second opinion on my 2024 personal and business tax returns after having doubts about the calculations prepared by my previous tax consultant. From our very first consultation, Dana provided several options to significantly improve both my personal and business tax situations—insights that my previous consultant had completely overlooked. By the time everything was finalized, Dana had saved us a substantial amount of money, demonstrating not only her expertise but also her genuine care for her clients. Without question, I’ll be relying on Dana for all my personal and business tax needs moving forward. She turned what is typically a stressful experience into an incredibly smooth and pleasant one. Thank you, Dana, for your exceptional work—you’ve truly made a difference for us!

Chris

11 months ago

Very knowledgeable.

Michael Medrano

1 year ago

Dana helped me when I called her in a panic after receiving a letter from the IRS. Within days she scheduled a time for us to hop on a call with the IRS and get a resolution for the matter. She even drafted an amazing IRS response letter for me! Thank you Dana, you saved me

isaac luna

1 year ago

I'm so happy with Dana’s tax services. She really knows what she’s doing when it comes to taxes (which seem like another language to me LOL). The first year she started doing my taxes she gave me a personalized system that I follow every single year and really reduces the stress for me during tax time. I LOVE her and would recommend her 10/10!

Alejj Escobar

1 year ago

Dana has been preparing my business and personal taxes for a number of years now. She is very professional and knowledgeable. I appreciate that she takes her time when she explains things, and is always available when I have one off questions.

Frequently Asked Questions

Everything you need to know about our services

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