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The "Keep What You Earn"
Checklist

This quick, practical checklist helps you spot the tax strategy gaps that quietly cost law firm owners thousands each year.

 

From entity setup to retirement planning, it’s the roadmap to smarter business planning.

“My wife and I can’t say enough good things about working with Megan Robin. We were looking for guidance on both business and family wealth planning, and Megan delivered exactly what we needed — thoughtful, strategic advice that’s surprisingly hard to find. As someone new to running a business, I found her insights invaluable. She took the time to really listen to our goals and built a multiphase plan tailored to both our professional and personal priorities. Her approach was clear, thorough, and grounded in real experience.

Megan has a rare ability to combine technical expertise with a warm, approachable style. We never felt rushed, and every meeting left us feeling more confident about the road ahead. We plan to continue working with her as our needs evolve and can’t imagine navigating these decisions without her.

Highly recommend her to anyone looking for high-quality tax and planning advice that actually aligns with your life.”

— Dan (law firm owner) & Annie

Sound familiar? If so, you’re in the right place:

 

“I don’t need another investment fund or financial product; I need guidance that actually protects my profits.”

 

“My CPA just files what already happened but no one’s helping me plan ahead.”

 

“I feel like I’m overpaying in taxes, but I’m not sure what to do about it.

 

“I don’t have time to figure all this out.”

 

“I want to make smart financial decisions.”

 

“I want help from someone who understands law firm owners, not generic financial advice.”

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Megan Robin

California Tax Attorney

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

Book Your Free 15 Minute Discovery Call Today

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