Legacy Tax Consultants

For High W-2 Earners & Business Owners

Advanced Tax Strategy for High-Income Professionals & Business Owners

Gain access to the same compliant tax strategies used by America’s top 1% —delivered by a Forbes-ranked team of PhDs, CPAs, CFPs, JDs, LLMs, CHFCs, CLUs, CEPAs, and Masters-level specialists with over a century of combined expertise.

100% IRS-Compliant Strategies

Discover Your Tax Saving Potential

The Elite Advantage

Tax Strategies That Create Wealth

We provide the same tax advantages used by America’s wealthiest individuals, implemented legally and ethically to protect your hard-earned income.

Potentially Eliminate 50% Or More Legally

Our clients routinely save six to seven figures annually through strategic tax planning that leverages legitimate deductions and structures most CPAs miss.

IRS-Compliant Frameworks Only

We operate solely within established tax code, using strategies vetted by top tax attorneys. No gray areas, no offshore schemes, no risk.

Elite Tax Experts on Staff

Our team includes former IRS agents, tax attorneys, and CPAs with specialized knowledge of high-net-worth tax strategies.

Personalized Plans, Not Templates

We develop custom tax mitigation frameworks based on your specific income sources, asset portfolio, and long-term financial goals.

Ready to see how much you could save with our strategic tax planning?

$136K

Average client savings in first year

The Process

How We Protect Your Wealth

Our proven 4-step process has helped hundreds of business owners and high-income professionals save millions in taxes through strategic, compliant planning.

Step 1
Free Tax Assessment
Complete a brief questionnaire to see which tax strategies are applicable to you and discuss with our tax specialist. Your CPA is encouraged to attend. No costs, no obligation, no risk.
Step 2
Deep Dive & Deductions Map
We analyze your financial data, identify missed opportunities, and create a detailed tax savings map.
Step 3
Custom Blueprint Delivery
Receive your personalized tax mitigation strategy with step-by-step implementation guidelines.
Step 4
Ongoing Monitoring & Support
We provide continuous oversight, quarterly reviews, and filing support to maximize your savings.

Elite Tax Strategists

Meet The Team

Our leadership brings decades of specialized experience in tax planning for high-income individuals and business owners.

Guy Baker

Founder, CFP®, ChFC®

About Guy

Guy Baker is a globally recognized financial strategist with over 45 years of experience, founder of multiple advisory firms, bestselling author, and former President of MDRT—known for guiding ultra-high-net-worth families with advanced estate, retirement, and tax planning strategies.

Credentials & Expertise

Jonathon Soucier

ChFC®, CEPA®, CLU®

Financial Advisor & Advanced Case Specialist

About Jonathon

Jonathon Soucier is a seasoned financial strategist who has built, scaled, and advised top financial firms nationwide—now serving as Senior Partner and CMO to Legacy Tax Consultants, where he leads advanced tax and financial planning for high-net-worth clients and business owners.

Credentials & Expertise

Mark Ziebold

J.D., LL.M., CAP, CWPP

About Mark

Mark Ziebold is a nationally recognized estate and tax attorney, founder of Ziebold Law Group, and one of the few lawyers holding both an LL.M. in Taxation and Certified Specialist credentials—known for delivering elite, personalized planning to clients across the Country.

Credentials & Expertise

Frequently Asked Questions

Get answers to the most common questions about our tax mitigation services and strategies.

What exactly does Legacy Tax Consultants do?

At Legacy Tax Consultants we provide high-level, concierge-style financial services… similar to a full-service family office… but on a part-time, cost-effective basis. It’s ideal for high-net-worth individuals or business owners who want sophisticated planning without the overhead of building a full in-house team.

What services do you provide?

We offer a wide range of services including advanced tax strategy, estate and legacy planning, investment oversight, risk management, asset protection, entity structuring, philanthropy planning, and coordination with your existing advisors (CPA, attorneys, etc.).

Who typically uses Legacy Tax Consultants?

Our clients are usually entrepreneurs, business owners, real estate investors, and high-income professionals with complex financial lives. They’ve outgrown traditional financial advisors and want strategic, proactive planning… not cookie-cutter solutions.

How does your model work, and what does it cost?

We operate on a retainer or project-based model depending on your needs. You gain access to a full team of specialists — tax experts, legal professionals, investment advisors — without the cost of building a full family office internally.

Can you work with my current CPA, attorney, or investment advisor?

Absolutely. We don’t replace your trusted advisors… we collaborate with them to create integrated strategies and make sure all the moving parts of your financial life are aligned and optimized.

What kind of results can I expect from working with Legacy Tax Consultants?

Our goal is to simplify complexity, reduce your tax burden, protect your assets, grow your wealth strategically, and give you peace of mind. Whether it’s saving six to seven figures in taxes, restructuring your entities, or building a legacy plan … our team of highly credentialed professionals, including PhDs, CPAs, CFPs, JDs, LLMs, CHFC, CLU, CEPA, and Masters-level specialists will deliver measurable outcomes that matter.

Still have questions? We’re here to help.

Advanced Tax Strategy for High-Income Professionals & Business Owners

Discover Your Tax Saving Potential

Tax Strategies That Create Wealth

Potentially Eliminate 50% Or More Legally

IRS-Compliant Frameworks Only

Elite Tax Experts on Staff

Personalized Plans, Not Templates

$136K

How We Protect Your Wealth

Meet The Team

Guy Baker

About Guy

Credentials & Expertise

Jonathon Soucier

About Jonathon

Credentials & Expertise

Mark Ziebold

About Mark

Credentials & Expertise

Frequently Asked Questions

How Much Can You Legally Reduce My Taxes?

What to Expect:

Complete Your Free Tax Assessment

How much can you save me on taxes?

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