Individual Tax Strategy
Proactive tax reduction for high-income earners, executives, and professionals. Keep more of your wealth.
Tax Efficiency Across Your Entire Portfolio
High-income earners face some of the most complex and punitive tax rates in the code. We build comprehensive, multi-year tax strategies that look beyond your W-2 or business income to optimize your investments, stock options, and overall wealth accumulation.
Income Shifting
We utilize legal strategies to shift income to lower tax brackets or defer it entirely until retirement when rates may be more favorable.
Investment Tax Optimization
From tax-loss harvesting to strategic asset location, we ensure your portfolio is structured to minimize tax drag on your returns.
Our Individual Strategies Include:
- Executive Compensation and Equity Planning (RSUs, ISOs, NQSOs)
- Roth Conversion Strategies and Backdoor Roth IRAs
- Alternative Minimum Tax (AMT) Avoidance
- Charitable Giving Optimization (Donor-Advised Funds, Appreciated Stock)
- Health Savings Account (HSA) Maximization
- Tax-Loss and Tax-Gain Harvesting Strategies
Who We Serve
High-Income Earners
W-2 employees in top tax brackets needing proactive strategies beyond standard deductions.
Executives
Professionals with complex compensation packages, RSUs, and stock options.
High-Net-Worth Families
Families seeking to preserve wealth, optimize investments, and plan charitable giving.
Common Tax Mistakes We Fix
Ignoring the Alternative Minimum Tax (AMT)
Failing to plan for AMT can result in unexpected tax bills, especially when exercising incentive stock options (ISOs).
Missing Backdoor Roth Opportunities
High earners often assume they can't contribute to a Roth IRA, missing out on decades of tax-free growth.
Inefficient Charitable Giving
Donating cash instead of highly appreciated stock leaves significant tax savings on the table.
Failing to Harvest Losses
Not strategically realizing investment losses to offset taxable gains throughout the year.
Frequently Asked Questions
Meet Your Advisor
South Carolina's Trusted Tax Planning Expert
Nate Lamb
Founder & Senior Tax Advisor
South Carolina · 15+ Years Experience · 5.0 Rating
Your advisor is the founder and lead tax advisor at Simple Start LLC Tax Planning, bringing over 15 years of experience helping business owners and high-income individuals across South Carolina significantly reduce their tax obligations through smart, proactive planning.
Whether you're a growing business owner looking to reduce your quarterly tax bill, a real estate investor looking to defer capital gains, or a high-income professional searching for more efficient retirement contributions — our team has the expertise to build a strategy tailored to your specific situation.
15+
Years Experience
250+
Clients Served
$8M+
Client Tax Savings
Client Reviews
What Our Clients Are Saying
"Working with Nate has been wonderful. He takes time to explain everything in understandable detail. Thanks to Nate and Simple Start, we saved a lot money and have our business going in the right direction."
Richard Brooks
"Nate is very knowledgeable in his field. He mentioned a few things no one else has. You can see in his work that he enjoys what he does as well! Fast and reliable service as well!"
Kate Bright
"Nate at Simple Start LLC is incredibly helpful and thorough. He answers your questions and the process to open an LLC is truly simple. He provides incredible service!"
Naft
"Nate is very knowledgeable, professional, responsive, and dedicated. He always go above and beyond to ensure I have all the information I need. He is extremely responsive even during busy seasons. I highly recommend him!"
Jamal Shahid
"Nate is a loyal, committed professional who has taken care of my business needs for 10+ years, from LLC start-up to quarterly tax preparation. He is always on top of new business tax law, and because of his time and attention to detail, my business workflow is much easier. He's the perfect guy to have on your side!"
Amy Lamb
"Searching for a professional? Search no more, Nate with SimpleStart LLC's is your guy, friendly, responsive. At the first meeting feels like you know him all your life, Highly recommended!"
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Get Started Today
Request Your Free Tax Planning Consultation
Fill out the form for a complimentary consultation, or call us directly. We'll review your current tax situation and identify opportunities you may be missing.
(864) 523-6242- No cost, no obligation consultation
- We typically identify $5,000–$25,000+ in annual savings
- Serving all of South Carolina
- Virtual consultations available nationwide
- Response within 1 business day
Request a Free Consultation
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