Keep more of what you earn. Every year.
Year-round tax strategy for high-income earners tired of overpaying and under-planning.
How Much Could You Save?
Services
What We Do For You
Advanced Tax Strategies
Our clients routinely save six figures or more through strategies their previous CPA never mentioned. One conversation is all it takes to see what you have been missing. Book a call and we will show you the number.
Entity Setup & Structuring
The wrong structure is costing you tens of thousands every year. We set up your S-Corp, optimize your payroll, and put you in a position to keep more from day one.
Tax Preparation & Filing
As a subscriber, your returns are handled by a team that already knows your strategy, your entities, and your goals. No last minute scramble. No surprises. Just clean, accurate filing.
Cost Segregation
Own commercial or investment property? You could be sitting on hundreds of thousands in accelerated depreciation. We run the study, find the savings, and put it to work immediately.
Retirement Tax Planning
Maxing out your 401k is a starting point, not a strategy. We build retirement plans that let high earners shelter significantly more income every year.
Year-Round Tax Strategy Partnership
A dedicated team. Quarterly planning. Proactive strategy 12 months a year. We do not file and disappear. We watch your finances, catch opportunities before they expire, and make sure you never overpay.
Impact
What Our Clients Say
Advanced Tax Strategies
"My CPA never mentioned a single strategy. Roadmap Tax saved me $112,000 in year one. This isn't tax prep. It's tax strategy for high income earners."
Sarah M., Orthopedic Surgeon, San Diego | $650K+
Entity Setup & Structuring
"They set up my S-Corp and restructured my payroll. I keep $47,000 more per year. I wish I'd done this five years ago."
Kevin R., Real Estate Broker, Los Angeles | $400K+
Year-Round Tax Strategy
"My old firm filed once a year and disappeared. Roadmap meets with me quarterly and has saved me more in two years than my last CPA did in ten."
James T., VP of Engineering, San Diego | $500K+
Charitable Giving Strategy
"Roadmap showed me how to give more to the causes I care about and pay less in taxes doing it. One strategy saved me $63,000. My old CPA never even brought it up."
Stephanie L., Executive, La Jolla CA | $750K+
Tax Resolution
"I owed the IRS $94,000 and had no idea where to start. Roadmap stepped in, handled everything, and got my liability cut in half. First time in three years I can actually breathe."
David W., Franchise Owner, Austin TX | $350K+
Cost Segregation
"I bought a commercial property and my accountant never mentioned cost segregation. Roadmap ran a study and accelerated $210,000 in depreciation in year one. One conversation. Six figures back in my pocket."
Robert H., Real Estate Investor, Orange County CA | $900K+
Retirement Tax Strategy
"I was maxing out my 401k and thought that was the best I could do. Roadmap set up a defined benefit plan alongside my entity and now I shelter an additional $150,000 a year from taxes. Nobody brought this up in 15 years of filing."
Andrew P., Anesthesiologist, Sacramento CA | $550K+
Multi-Entity Coordination
"I have three businesses and a rental portfolio. My old CPA treated each one like a separate client. Roadmap looked at everything together and built one strategy across all of it. That shift saved me $87,000 last year."
Michael K., Managing Partner, Riverside CA | $1.2M+
Quarterly Tax Planning
"I used to get hit with a surprise bill every April. Thirty, fifty thousand dollars out of nowhere. Since switching to Roadmap we meet quarterly and nothing catches me off guard anymore. My estimated payments are dialed in and I finally understand where my money goes."
Lisa C., Chief Revenue Officer, San Francisco CA | $480K+
The Referral
"My business partner referred me after Roadmap saved him over $100,000 in a single year. I was skeptical. Been with my CPA for 12 years. After one strategy session I realized I had been leaving six figures on the table annually. Moved everything over that week."
Tom N., Dermatologist, Dallas TX | $700K+
Advanced Tax Strategies
"My CPA never mentioned a single strategy. Roadmap Tax saved me $112,000 in year one. This isn't tax prep. It's tax strategy for high income earners."
Sarah M., Orthopedic Surgeon, San Diego | $650K+
Entity Setup & Structuring
"They set up my S-Corp and restructured my payroll. I keep $47,000 more per year. I wish I'd done this five years ago."
Kevin R., Real Estate Broker, Los Angeles | $400K+
Year-Round Tax Strategy
"My old firm filed once a year and disappeared. Roadmap meets with me quarterly and has saved me more in two years than my last CPA did in ten."
James T., VP of Engineering, San Diego | $500K+
Charitable Giving Strategy
"Roadmap showed me how to give more to the causes I care about and pay less in taxes doing it. One strategy saved me $63,000. My old CPA never even brought it up."
Stephanie L., Executive, La Jolla CA | $750K+
Tax Resolution
"I owed the IRS $94,000 and had no idea where to start. Roadmap stepped in, handled everything, and got my liability cut in half. First time in three years I can actually breathe."
David W., Franchise Owner, Austin TX | $350K+
Cost Segregation
"I bought a commercial property and my accountant never mentioned cost segregation. Roadmap ran a study and accelerated $210,000 in depreciation in year one. One conversation. Six figures back in my pocket."
Robert H., Real Estate Investor, Orange County CA | $900K+
Retirement Tax Strategy
"I was maxing out my 401k and thought that was the best I could do. Roadmap set up a defined benefit plan alongside my entity and now I shelter an additional $150,000 a year from taxes. Nobody brought this up in 15 years of filing."
Andrew P., Anesthesiologist, Sacramento CA | $550K+
Multi-Entity Coordination
"I have three businesses and a rental portfolio. My old CPA treated each one like a separate client. Roadmap looked at everything together and built one strategy across all of it. That shift saved me $87,000 last year."
Michael K., Managing Partner, Riverside CA | $1.2M+
Quarterly Tax Planning
"I used to get hit with a surprise bill every April. Thirty, fifty thousand dollars out of nowhere. Since switching to Roadmap we meet quarterly and nothing catches me off guard anymore. My estimated payments are dialed in and I finally understand where my money goes."
Lisa C., Chief Revenue Officer, San Francisco CA | $480K+
The Referral
"My business partner referred me after Roadmap saved him over $100,000 in a single year. I was skeptical. Been with my CPA for 12 years. After one strategy session I realized I had been leaving six figures on the table annually. Moved everything over that week."
Tom N., Dermatologist, Dallas TX | $700K+
Process
How It Works
Discover
Tell us your situation. We will tell you if we can help.
Diagnose
We review your returns and find where money is being left on the table.
Strategize
You get a custom plan showing what you save and what happens next.
Execute
Entity setup, payroll, retirement vehicles, filings. We handle it.
Partner
Quarterly meetings. Proactive strategy. Year-round. Nothing slips.
Meet Jesse Lipscomb
Founder and CEO, Roadmap Tax Services
Enrolled Agent | Series 65 Financial Advisor
Most tax firms file your return and disappear. Jesse built Roadmap Tax to do the opposite. With dual expertise in tax strategy and financial advisory, Jesse works with high-income earners and business owners year-round to find savings their previous CPA never looked for. His clients do not wonder if they are overpaying. They know exactly where their money is going, what strategies are working, and what is coming next. That is what happens when your tax professional actually knows you.
Questions?
Frequently Asked
Who is Roadmap Tax for?
High income earners and business owners making $300,000 or more per year. Doctors, executives, real estate professionals, and entrepreneurs who want proactive tax strategy, not just annual filing.
How is this different from my current CPA?
Most CPAs file your return once a year and move on. We work with you 12 months a year through quarterly planning, proactive strategy, and a team that knows your full financial picture. We find savings. We do not just report numbers.
How much can I actually save?
It depends on your income and situation, but our clients in the $300K to $1M range routinely save six figures or more per year through strategies their previous CPA never brought up.
Do I need to own a business to work with you?
No. Many of our clients are W-2 earners. High income employees often benefit the most because they have the fewest strategies in place and the most room for savings.
What does the subscription include?
Tax transcript analysis, personal and entity tax preparation, extensions, quarterly tax planning meetings, and year round access to your dedicated team. Add on services like advanced tax strategies, charitable giving, and cost segregation are available based on your needs.
I already filed this year. Is it too late?
No. Tax strategy is year round. The best time to start planning is now, not next April. We can review what was filed, identify missed opportunities, and build a strategy going forward so next year looks completely different.
Ready for Strategic Tax Planning?
Your financial goals deserve a strategic approach, not reactive tax preparation. Let's discuss what's possible for your situation.
30-minute no-obligation strategy session
Get in Touch
Our Offices
Serving clients from California and Texas
California Office
4025 Camino Del Rio South, Suite 300
San Diego, CA 92108
(619) 280-2700
Texas Office
7460 Warren Parkway, Suite 100
Frisco, TX 75034
(619) 483-3982
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