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Megan Robin, J.D., Tax LL.M.

Gain the Advantage
of Having a Tax Attorney
in Your Corner

"We can’t recommend Megan Robin highly enough for small business tax plans and family wealth planning. We asked her to review our entire tax and investment plan, and she immediately found a fairly major error made by our tax preparer.  

 

She created a comprehensive tax plan for us with multiple options depending on our future plans.  She also gave us insights on investment strategies and areas for potential tax and money saving. We plan to continue to check in with Megan as we revise and amend our plans.

 

We really appreciate Megan’s enthusiasm and attention to every detail. Small business tax plans seem to be an underserved area and are so desperately needed; Megan is worth every penny!

 

- Graham (engineering and consulting firm owner) & Lisa (attorney)

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Tune in and take your business to the next level.

Services

 Tax-Smart Financial Blueprints 

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  • Comprehensive financial & tax strategy plans by a California tax attorney with small business, real estate, finance and tax law expertise.

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  • Ditch fragmented, tax-blind financial advice.

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Business and Asset Strategy​​

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  • Real Estate Investment Strategy

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  • Business Formation and Structuring

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  • Retirement and Succession Planning

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ABOUT 

Think of me as the quarterback for your financial life.

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I make sure all the players— accountants, investment advisors, insurance agents, bankers, lenders, estate planners, business advisors, business entities, real estate brokers, bookkeepers, etc. —are tax-optimized and working together toward your goals.

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Megan Robin

California Tax Attorney

with an LL.M. (Master of Laws) in Taxation

"I’m a business owner, 

not a billionaire (yet!)...

Do I really need a tax attorney?"

Question:

Answer:

 

You don’t have to be a billionaire to (massively) benefit from proactive tax and financial planning.

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Even a modest adjustment that saves you $5,000 per year in taxes, adds up to $50,000 in tax savings after only 10 years and $100,000 after 20 years. 

 

Taxes are one of life’s constants, and most people will pay them every year until the day they die.

 

Many generic financial advisors miss opportunities or recommend the wrong strategies because they don’t fully understand the tax implications of their advice. Others sell financial products and funds based on the commissions they can earn by selling them. I don’t sell funds, financial products or earn commissions— I provide guidance as a tax attorney that is entirely focused on my client’s best interests.

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CONTACT

2435 Iron Point Rd #1032

Folsom, CA 95630

916-258-2687

Book Your Free 15 Minute Discovery Call Today

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