We Don’t React to Taxes — We Plan Around Them
Strategic Tax PartnersAt TAG, we exist to shift you from tax season panic to year-round strategy. We bring clarity, control, and confidence to your financial life.


Tax Action, Not Taxation
Strategy Comes First — Always
We believe the tax code is a tool, not a trap. Used correctly, it becomes one of your greatest wealth-building assets.

You Deserve More Than a Once-a-Year Meeting
Here’s how we stand apart from traditional tax firms:
Proactive, Personal, and Precise
Strategy-First Approach
We map out your tax opportunities before the year ends — not after.

Year-Round Access
You can reach us anytime — no waiting until April.



Tailored Plans for Real People
Every plan is built around your actual income, goals, and lifestyle.

Integrated With Your Financial Team
We collaborate with your bookkeeper, attorney, and financial advisor to ensure alignment.
Meet the Team
People Who Actually Understand You
Our team blends professional credentials with real-world experience in business, real estate, and entrepreneurship.



Stephen Chavez
Partner/Tax Advisor
Stephen is passionate about profit-maximization and tax-saving strategies, working hands-on with individual and business clients, including IRS and state notices. Outside the office, he’s a golf lover, trail runner, and family man.



Adam Pipenhagen, CPA
Partner/Tax Advisor
Adam focuses on complex returns for partnerships, S-Corps, and high-income professionals, staying current in tax law to better serve clients.
Why Clients Stay with TAG
Trusted by clients who value communication, planning, and resultsCertifications & Affiliations
Let's Put a Plan in Place Before Tax Season Hits
Avoid surprises. Build confidence. Take tax action.
Request a Consultation








