Know sooner·Pay less·Keep more

Want to pay less in taxes?
Let's talk.

Know what you'll owe while there's still time to change it. Iron Bridge builds a forward tax projection that shows what you're likely to owe, why you're paying it, and what you can still do before year-end to legally reduce it.

Get my tax projectionSee how it works

Keep your CPA if you love them. Replace them if you don't. We bring the projection, strategy, and execution.

Calculate your potential savings.

Enter what you paid in taxes last year. We will show you the same year run through a modeled strategy.

$25,000$1,500,000+
What you paid$250,000
With a modeled strategy$165,000
You could have kept
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Based on an average 34% reduction across engagements. Our largest documented result cut the bill by 65%, or $161,500 on this number.
Get my tax projection

Illustrative only. Your result depends on your entities, income, property and the time left in the year.

$0123456789M+
Tax savings generated for clients
$0123456789M+
Commercial loans underwritten
$0123456789M+
Capital sourced
1
Tax relationship
What we model
Real Estate + Cost Segregation1031 Exchange → DSTEntity + Compensation DesignEnergy StrategiesM&A + Liquidity EventsCapital + CFO StrategyReal Estate + Cost Segregation1031 Exchange → DSTEntity + Compensation DesignEnergy StrategiesM&A + Liquidity EventsCapital + CFO StrategyReal Estate + Cost Segregation1031 Exchange → DSTEntity + Compensation DesignEnergy StrategiesM&A + Liquidity EventsCapital + CFO StrategyReal Estate + Cost Segregation1031 Exchange → DSTEntity + Compensation DesignEnergy StrategiesM&A + Liquidity EventsCapital + CFO Strategy
The Big Three · built from one tax projection

Know the tax bill. Reduce it.
Put the savings to work.

Everything starts with a forward tax projection. Once we know what you are on track to owe, we can quantify the strategies that may reduce the bill, show the cash required, and decide what is worth executing before the deadlines.

$780,938
Keep more from taxes.
Forward projections reveal the gap while there is still time to act. We model entity structure, depreciation, real estate and other eligible strategies before year-end.
Year-one tax savings · actual anonymized client
$6.9M
Grow the tax savings.
The goal is not simply to pay less tax. It is to redirect capital into productive assets that can compound instead of disappearing as a tax payment.
Illustrative value of $500K invested annually for 10 years at 7%
1 → 4
Spread your risk beyond the business.
Many owners have nearly all of their net worth tied to one company. We help build wealth outside the business through real estate, energy and securities strategies where appropriate.
Business + real estate + energy + securities
Tax projection + strategy + execution
Keep the CPA you trust, or move to one integrated Iron Bridge tax team.

We bring the forward tax projection. If you are happy with your CPA, great, we can work right alongside them.

We start with the forward-looking tax projection, quantify the projected liability, model the options and help coordinate execution. If your current CPA relationship is not giving you the proactive planning you want, Iron Bridge can also become your tax team, combining tax preparation, projections, planning and implementation in one coordinated relationship.

CPASeries 7Series 66Real estate
Your current CPA

Keep them if the relationship works

We can coordinate projections and strategy with the CPA you already trust, with no forced switch.

Iron Bridge

Tax Strategy Engine

Forward projection · entity design · real estate · energy · transaction modeling.

Your tax team

Or bring it together under Iron Bridge

If you want a more integrated relationship, we can provide tax preparation, projections, planning and implementation through one coordinated team.

Step1

One forward tax projection

Prior returns, current financials, entity structure and projected income are pulled into one decision model.

Strategy spotlights

Where tax planning becomes execution.

We focus on high-impact decisions that must be made before deadlines, not after a return is being prepared.

01

Real Estate + Cost Segregation

Model acquisitions, placed-in-service timing, cost segregation and depreciation before capital is committed.

  • Asset + deduction
Read more
02

1031 Exchange → DST

Coordinate the QI, 45-day identification clock, 180-day close and replacement options, including passive DST solutions for eligible accredited investors.

  • Tax-smart exits
Read more
03

Entity + Compensation Design

Review ownership, compensation, retirement planning and entity structure as one integrated model rather than isolated tax tactics.

  • Structure first
Read more
See all six strategies →
Save money. Make money. Diversify risk.
Iron Bridge's objective, beyond lowering a tax bill
Get my tax projection
Case study · actual engagement, anonymized

A $1.2M tax bill. Cut by $780K.

Read the full case study →
$780,938
Year-one tax savings
39.2% → 11.5%
Effective tax rate
$1.81
Deductions per $1 of cash
Dec 31
Hard planning deadline

Get a real-time savings estimate.

Three interactive models: tax projection, cash-flow runway, and entity comparison. Rough out your own numbers before we build the real one.

Try the tools →
The team

Operators first. Strategy built around real businesses.

Meet the team →
David Young, MBA, Managing Partner at Iron Bridge Solutions
Managing Partner · Co-Founder

David Young, MBA

David Edwards, MBA, Managing Partner at Iron Bridge Solutions
Managing Partner · Co-Founder

David Edwards, MBA

Start with the numbers

Free initial tax review

Before you write another large tax check, find out what is still on the table.

Request your free review →
Frequently asked

The questions we get first.

Answered here so the first call can be spent on your numbers instead of ours.

No. If you are happy with your CPA, great, we can work right alongside them. We start with the forward-looking tax projection, quantify the projected liability, model the options and help coordinate execution. If your current CPA relationship is not giving you the proactive planning you want, Iron Bridge can also become your tax team, combining tax preparation, projections, planning and implementation in one coordinated relationship.
Insights

Tax strategy, in plain English.

All articles →
Tax strategy

The June 1st projection: why timing beats tactics

6 min read→
Cash flow

When to take distributions vs. reinvest: a CFO framework

9 min read→
M&A

What buyers actually look at in your last three years of books

12 min read→
Start with the numbers

Before you write another large tax check,
find out what is still on the table.

Start with a free initial tax review. We will look at your current situation, identify the areas worth modeling, and tell you whether there appears to be a meaningful planning opportunity.

Request your free reviewAll contact details →