“Working with The Scale Collective has been a transformative experience. I receive substantial passive income and was facing a significant tax burden. Their team implemented advanced tax strategies that reduced my annual taxes by 35% and providedan incredible ROI of 1959% last year. Thanks to their expertise, I now have more funds to reinvest and grow my wealth. I highly recommend Jose and his team to any high earner looking to efficiently manage and reduce their tax burdens."
Tax is a game.
Play to win.
Creative Solutions to Reduce or Eliminate Tax
Burdens Efficiently
Explore MoreBurdens Efficiently
Welcome to The Scale Collective
Where we specialize in helping high earners & wealth builders.
Our expert team is dedicated to providing personalized tax strategies that significantly reduce or eliminate tax burdens, allowing you to keep more of your hard-earned money. With our sophisticated approach, we ensure that your financial success is complemented by optimal tax efficiency.
Who We Work With
Accredited Investors
At The Scale Collective, we specialize in working with accredited investors. These are individuals that meet specific financial criteria, such as:
Income
Annual income of at least $200,000 ($300,000 with a spouse) for the past two years.
Net Worth
Net worth over $1 million, excluding primary residence.
Accredited investors gain access to exclusive investment opportunities and benefit from our sophisticated tax strategies and financial planning tailored to their unique needs.
Are we a Good fit?
Apply now to find out if how much we can save you.
Get Your Taxes Started TodayServices
Taking Your Business to the Next Level
Benefits of Our Services
Significant Tax Savings
Our tailored solutions are designed to identify and capitalize on every possible tax-saving opportunity, ensuring substantial reductions in your tax burden.
Peace of Mind
With our expert team handling your tax affairs, you can rest easy knowing that your tax strategy is optimized and compliant with all regulations.
Holistic Financial Health
Our integrated approach ensures that tax efficiency is part of your broader financial strategy, contributing to your overall financial well-being.
Expert Guidance
Our team of seasoned tax professionals stays updated on the latest tax laws and regulations, providing you with informed and proactive advice. As part of the largest community of CPAs and tax professionals, we have access to extensive resources and expertise
Our Process
Submit Your
Tax Return
Send us your most recent completed tax return.
Comprehensive Review
We identify errors and missed opportunities.
Calculate Savings
We determine your potential tax savings.
Discovery
Session
We review our findings in a complimentary session.
About Us
Jose Ortiz, CPA, CTC
My name is Jose Ortiz, and I am the founder of The Scale Collective. I am a CPA and Certified Tax Coach specializing in tax strategy. I work with high earners to significantly reduce their tax burdens each year by identifying errors, uncovering missed opportunities, and leveraging unique tax-advantaged investment opportunities, including those in real estate.
While I possess knowledge across various areas of accounting, my sole focus is on tax strategy to refine and excel in my craft.
My clients appreciate my direct, respectful, and graceful approach. If these qualities resonate with you, I may be the CPA you need.
I firmly believe that any competent CPA should deliver a substantial return on investment for their clients. I also believe in the importance of maximizing and protecting the four limited resources available to everyone: Time, Energy, Money, and Labor.
As a process-oriented thinker, I embrace the efficiency and flexibility of remote business operations. I have a passion for software technology and have integrated it into my business to enhance the services I provide.
My goal is to establish long-term, mutually beneficial relationships with like-minded clients.
I look forward to helping you achieve incredible tax savings.
While I possess knowledge across various areas of accounting, my sole focus is on tax strategy to refine and excel in my craft.
My clients appreciate my direct, respectful, and graceful approach. If these qualities resonate with you, I may be the CPA you need.
I firmly believe that any competent CPA should deliver a substantial return on investment for their clients. I also believe in the importance of maximizing and protecting the four limited resources available to everyone: Time, Energy, Money, and Labor.
As a process-oriented thinker, I embrace the efficiency and flexibility of remote business operations. I have a passion for software technology and have integrated it into my business to enhance the services I provide.
My goal is to establish long-term, mutually beneficial relationships with like-minded clients.
I look forward to helping you achieve incredible tax savings.
Our Trajectory
Testimonials
What Our Clients Are Saying...
Take Control of Your Tax Strategy Today
Don't let high taxes eat into your hard-earned income. Contact us today to schedule a complimentary discovery meeting and learn how we can help you solve your biggest tax problems with tailored solutions.
Frequently Asked Questions
If your CPA is only handling basic filing and isn’t uncovering deductions, modeling strategies across the year, and coaching you toward better outcomes it may be time for a change. We focus on strategy and uncovering opportunities that most CPAs miss.
Our team stays up-to-date with the latest tax regulations and works diligently to ensure that all our strategies comply with current laws. We prioritize your compliance to avoid any legal issues. Through our affiliation with an elite network where top CPA firms, law firms, and family offices rank and analyze best-in-class, peer-reviewed resources and tax strategies, we ensure that your tax planning is both compliant and effective. This collaboration allows us to leverage cutting-edge strategies and the collective wisdom of top-tier professionals, keeping your tax planning ahead of the curve.
Our focus on high earners and wealth builders sets us apart. We offer sophisticated, personalized tax strategies that are integrated with your overall financial plan, ensuring maximum tax efficiency and long-term financial health.
Getting started with our services is simple. Just click the booking button on this page to book a Discovery Session. Once we receive your information, we'll reach out to schedule a Discovery Session where we'll discuss your needs and develop a tailored plan to address your tax challenges.
