About Us
Taxes Saved is dedicated to educating clients, building trust quickly, and helping individuals determine whether advanced tax-reduction strategies are right for them. We specialize in serving high-income earners and those with significant balances in traditional employer plans and IRAs, such as 401(k)s and IRAs, who are concerned about future Required Minimum Distribution (RMD) tax exposure and want to avoid leaving a tax-burdened legacy to their families.
Meet the Team
Stop Overpaying in Taxes. Start Protecting Your Retirement Wealth.
If you’ve spent decades building wealth in 401(k)s and IRAs, taxes may now be one of your biggest retirement risks. We help high-income earners and large retirement account holders reduce lifetime taxes, prepare for required minimum distributions, and create a more tax-efficient legacy.
Davis Oliver
Tax Planning and Institutional Private Equity Case Management
Christian Meade
Tax Planning and Institutional Private Equity Case Management
Anne French
Tax Planning and Strategic Partner Management
Neill Foshee
Practice Management
Nicole Pritz
Client Management
Contact Us
Location
Taxes Saved, LLC
250 International Parkway, Ste. 134
Lake Mary, FL 32746
Questions?
📞 (407) 478-1599
📧 [email protected]