Contact – tax-optimized

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Tax-Optimized Planning Solutions

Third-Party Administrator

Connect With Our Team

Let's talk through your business and what's possible.

Whether you are a business owner exploring advanced retirement strategies, a financial advisor or CPA considering a referral partnership, or an existing client with a question about your plan, our team is ready to help. We respond to all inquiries within one business day.

Get in Touch

Phone

505-273-7702

Monday through Friday, 8:00 AM to 5:00 PM Mountain Time

Phone

info@taxoptimizedsolutions.com

All inquiries are routed and answered within one business day.

Headquarters

Albuquerque, New Mexico

Serving business owners across the country. Mailing address available upon request.

Schedule Directly

Get in Touch

Complete the form below and a member of our team will respond within one business day.

Full Name

Email Address

Phone Number

Company / Business

I am a...

Number of Employees

Approximate Annual Tax Bill

How can we help? *

I understand that submitting this form does not create a client relationship with Tax-Optimized Planning Solutions, LLC and that information shared is not confidential until a formal engagement is established.

For Existing Clients

Existing client?

If you are an active Tax-Optimized Planning Solutions client with a question about your plan, an upcoming filing, or a recent invoice, please contact your assigned plan administrator directly using the contact information they provided at engagement, or call our main office at 505-273-7702. For time-sensitive compliance matters, please mark the subject line URGENT and email info@taxoptimizedsolutions.com.

Tax-Optimized Planning Solutions

A boutique third-party administrator specializing in advanced qualified retirement plan design for business owners with high tax burdens.

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