Free Tax Strategy Call | Pocket CPA

For those paying $100,000+ in tax each year

Someone earning exactly what you earn is paying far less tax. Legally.

Book a free strategy call with a licensed CPA. We will look at what you are paying now, review your prior year return for missed deductions and opportunities, and tell you honestly whether tax planning is likely to be worth it. If it is not, we will say so.

Book My Free Strategy Call

Free · No obligation · You speak with a CPA, not a salesperson

10+Years of CPA experience

5.0★Google rating from verified client reviews

30 daysFrom strategy session to written plan

1:1You work directly with the CPA

Who You Will Be Speaking With

You get the CPA, not a salesperson

Manny Sandhu, CPA

Managing Partner · Pocket CPA

I am a licensed CPA with over a decade of tax and accounting experience, working with business owners, executives, real estate investors, and high-income households across the country.

Pocket CPA exists because of a pattern I kept seeing. Clients would come to me after years with a perfectly competent preparer, and I would open the prior returns and find the same things: an entity structure nobody had revisited, a retirement plan left at the defaults, a large decision made without anyone running the tax math first. None of it was malpractice. It was the difference between filing and planning.

I take the calls myself. That is the whole reason the roster stays small.

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Recent Client Results

Both already had a CPA. Neither thought they had a problem.

Each result reflects that client's specific facts.

$167,400

47%tax reduction

Kept in the first year

Anil C. · IT executive with rental property on the side, $1.1M income. Real Estate Professional Status, cost segregation, and passive losses put to work against active income.

$123,200

43%tax reduction

Kept in the first year

Dr. Sarah K. · Medical practice owner, $780K income. Bonus depreciation, a family management company, and a maximized SALT deduction.

These results reflect specific client engagements and are not typical. They are not a prediction or guarantee of your outcome. Individual outcomes depend on your facts, eligibility, implementation, and current tax law.

Book My Free Strategy Call

Free · About 30 minutes · No documents needed

Verified Reviews

What clients say on Google

Unedited and unfiltered. We do not curate what appears here.

      EXCELLENT  
   Based on 12 reviews 
    
 
 
 
   
 
 
       Posted on Google  
   
   Amit Puri 
 
 
 
 Trustindex verifies that the original source of the review is Google. PocketCPA was great and Manny was super helpful! Couldn't ask for a better CPA! I definitely recommend him!
  
 
      Posted on Google  
   
   Mitali Puri 
 
 
 
 Trustindex verifies that the original source of the review is Google. Manny is fantastic and his strategies helped us a ton! If you're looking for true tax planning and strategy (beyond just prep), this is your place.
  
 
      Posted on Google  
   
   Alex Getty 
 
 
 
 Trustindex verifies that the original source of the review is Google. Pocket CPA made the tax filing process so much easier for me. Everything was organized, efficient, and simple to follow, which I really appreciated with my schedule. Overall, they were very thorough. They reviewed my prior return and found an error my previous accountant had missed, which ended up getting me additional money back. They also helped resolve an IRS notice that my prior accountant had not addressed, which was took a huge load off my mind. Manny and the Pocket CPA team were knowledgeable, responsive, and easy to work with from start to finish. I always felt like I was in good hands and would definitely recommend them to anyone looking for a CPA they can trust.
  
 
      Posted on Google  
   
   Anil Mangolia 
 
 
 
 Trustindex verifies that the original source of the review is Google. Manny is an excellent CPA. I truly appreciate his guidance, professionalism, and prompt support. Working with him has been a great experience.
  
 
      Posted on Google  
   
   Thomas Meseke 
 
 
 
 Trustindex verifies that the original source of the review is Google. Pocket CPA is a professional firm that takes care of all of my tax needs, from tax preparation to tax planning. Manny is an excellent communicator and keeps me up to date from the start of tax preparation until the return is filed. I highly recommend Pocket CPA to anyone seeking a trustworthy and competent tax professional. Their commitment to excellence truly sets them apart.

Read our reviews on Google

What You Walk Away With

What you will know by the end of the call

No slide deck, no pitch. Thirty minutes, and you leave with a clearer picture of your own position than when you got on.

Whether your entity structure still fits what you earnThe setup that made sense at $150,000 of profit is often wrong at $500,000. Most owners have never had it revisited.
What commonly gets missed on returns like yoursWe will talk through where overpayments usually hide at your income level. Reviewing your prior returns line by line comes next, and some of what turns up there can still be recovered through an amended return rather than only going forward.
Which retirement structures you are not usingBeyond the default 401(k) there are plans that can shelter six figures a year. Most high earners are never shown them.
The deadlines that decide your next tax billWhich decisions have to be made before December 31, and roughly what each one is worth in your situation.
An honest answer on whether planning is worth it for youSometimes the answer is that your return is already in good shape. We say so when that is the case, and you have lost nothing but half an hour.

Book My Free Strategy Call

Free · No obligation · You speak with a CPA, not a salesperson

Why This Keeps Happening

Your CPA files your return. That is the job they were hired to do.

Filing a return correctly and building a plan to reduce it are two different jobs. Most firms are only ever hired for the first one, which is why a competent CPA and an unnecessarily large tax bill so often sit side by side.

By the time your return is being prepared in March, the year is closed and almost every opportunity to change the number is already gone. The filing is a record. It is not a lever.

What You Are Currently Getting

Tax preparation vs. tax planning

	Pocket CPA	Typical Preparer
Prior year return reviewed line by line	✓	✗
Current year tax projection	✓	✗
Written tax plan with dollar estimates	✓	✗
Deadlines tracked through the year	✓	✗
Implementation handled with you	✓	✗
Reachable year round	✓	✗
Licensed CPA on every engagement	✓	✗
Federal and state return filed accurately	✓	✓

Book My Free Strategy Call

Free · About 30 minutes · No documents needed

Who This Is For

Planning works best when there is something to plan around

The more moving parts in your income, the more there usually is to find. If you recognize yourself below, the call is worth taking.

By how you earn

S corporation owners
LLC and partnership owners
Sole proprietors and 1099 contractors
Physicians and practice owners
Attorneys and professional service firms
W-2 executives with RSUs, ISOs, or NSOs
Real estate investors and landlords

By what is happening this year

Income has grown and nothing about your structure changed
You are selling a business, a property, or a large position
Equity is vesting or you have an upcoming liquidity event
You are earning in more than one state
You wrote a tax check this year that genuinely surprised you
You are paying $100,000 or more in combined tax

What Changes

Before and after working with us

Where most people are now

You find out what you owe in April, when nothing can be changed
Nobody has looked at your entity structure since you set it up
Big decisions get made first and reported to your CPA later
You hear from your CPA once a year, during filing season
You suspect you are overpaying but have no way to confirm it
Every year the bill grows and the explanation stays the same

Where our clients end up

You know your number before December, while options are still open
Your structure is reviewed against what you earn now
Decisions get tax input before they are final, not after
You have a CPA you can reach year round
You have a written tax plan showing which tax strategies work for you, along with the estimated savings for each
You know exactly what you are paying and why

Book My Free Strategy Call

Free · About 30 minutes · No documents needed

The Question Everyone Has

Is this legal, and will it put me on the IRS radar?

Any one may so arrange his affairs that his taxes shall be as low as possible; he is not bound to choose that pattern which will best pay the Treasury; there is not even a patriotic duty to increase one's taxes.
Judge Learned Hand · Helvering v. Gregory, 69 F.2d 809 (2d Cir. 1934), aff'd 293 U.S. 465 (1935)

That is a federal appeals court, quoted approvingly by the Supreme Court. Arranging your affairs to pay less tax is not a loophole and it is not a grey area. It is a right you already have.

Everything we use is written into the tax code by Congress. These strategies have section numbers, decades of case law behind them, and clear rules about who qualifies. Retirement plan design, entity structure, depreciation, charitable timing. None of it is exotic.

On audit risk, here is the honest answer. Claiming something you do not qualify for raises your risk. Claiming something you do qualify for, and documenting it properly, does not. The difference is eligibility and paperwork, and both are our job rather than yours.

We also decline strategies. If something only works when nobody looks closely, we do not use it, and we will tell you why on the call. A plan that saves you money now and costs you a correspondence audit in three years is not a plan.

Book My Free Strategy Call

Free · No obligation · You speak with a CPA, not a salesperson

Common Questions

Questions people ask before booking

How much will I save?

Nobody can answer that for your situation before looking at your return, and you should be careful with any firm that promises you a specific number or percentage before they have seen one. The results shown above are what happened for those particular clients, not a forecast for you. What we can tell you is that after the strategy session we will show you the specific strategies that apply to your facts, each one sized in dollars, so you can judge whether it is worth it before committing to anything.

Will I be pressured to buy something on the call?

No. If planning looks worthwhile for your situation, I will explain what an engagement involves and send you an exact fee in writing afterward, so you can decide on your own time. If it does not, I will tell you that and we will leave it there.

What do I need to prepare?

Nothing. No documents are required for the first call. It helps if you know roughly what you paid in total tax last year, but a rough figure is fine.

How long is the call?

About 30 minutes. It is a real discovery conversation about your income, your structure, and your goals, not a ten minute screening.

Is this legal, and will it increase my chances of being audited?

Yes it is legal, and no it should not. Every strategy we use is a provision written into the tax code by Congress, with eligibility rules and case law behind it. Courts have said plainly that arranging your affairs to pay less tax is a right you already have.

On audit risk, the honest answer is that risk comes from claiming things you do not qualify for or cannot document. It does not come from using provisions you are entitled to. We confirm eligibility before recommending anything and build the documentation as we go, so the position holds up if it is ever questioned.

I already have a CPA. Is this worth my time?

Most of our clients did too, and their previous CPA usually did nothing wrong. Planning is a separate engagement with a different deliverable. Some clients keep the preparer they have and use us only for planning. That works fine.

How soon would I see a plan?

Your written plan is delivered within 30 days of the strategy session, assuming we have your documents. Some strategies can be implemented immediately after that. Others have year-end deadlines we track for you.

Book My Free Strategy Call

Free · No obligation · You speak with a CPA, not a salesperson

Amit Puri

PocketCPA was great and Manny was super helpful! Couldn't ask for a better CPA! I definitely recommend him!

Mitali Puri

Manny is fantastic and his strategies helped us a ton! If you're looking for true tax planning and strategy (beyond just prep), this is your place.

Alex Getty

Pocket CPA made the tax filing process so much easier for me. Everything was organized, efficient, and simple to follow, which I really appreciated with my schedule. Overall, they were very thorough. They reviewed my prior return and found an error my previous accountant had missed, which ended up getting me additional money back. They also helped resolve an IRS notice that my prior accountant had not addressed, which was took a huge load off my mind. Manny and the Pocket CPA team were knowledgeable, responsive, and easy to work with from start to finish. I always felt like I was in good hands and would definitely recommend them to anyone looking for a CPA they can trust.

Anil Mangolia

Manny is an excellent CPA. I truly appreciate his guidance, professionalism, and prompt support. Working with him has been a great experience.

Thomas Meseke

Pocket CPA is a professional firm that takes care of all of my tax needs, from tax preparation to tax planning. Manny is an excellent communicator and keeps me up to date from the start of tax preparation until the return is filed. I highly recommend Pocket CPA to anyone seeking a trustworthy and competent tax professional. Their commitment to excellence truly sets them apart.