Gain the Advantage of a Having a
Tax Attorney in Your Corner
​Megan Robin, J.D., Tax LL.M.
California Tax Attorney
If you're like many people I work with, you're frustrated by how fragmented financial advice can feel:
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Your accountant files your taxes but doesn’t advise you on proactive tax strategies.
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Brokers sell you investment funds and insurance products, but they often fail to consider the short and long-term tax implications of these investments.
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And no one seems to be connecting these decisions with your estate plan or retirement goals.
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No one is looking at how all these pieces fit together—and that’s where costly mistakes happen.
Missed opportunities for tax savings, inefficient investment strategies, and gaps in estate planning and insurance can cost you hundreds of thousands of dollars over time.
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As a tax attorney with expertise in financial strategy, I bring all the pieces together into one cohesive plan.
What is a Tax-Smart Blueprint?
A Tax-Smart Blueprint is a comprehensive financial and tax strategy plan.
The goal of this plan is to help you keep more of what you earn, save and invest effectively, and to make sure your retirement and estate plan make sense from a tax perspective.
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Why My Clients Hire Me:
California Specific
California has the highest state income tax rates in the country and complex compliance rules for businesses and high earners. Generic financial advice won’t cut it in California.
No Hidden Agenda or Hidden Fees
I provide legal and tax advice. I don't sell funds or insurance.
You are in the right place if you’re tired of generic stock and bond portfolios being passed off as a “financial plan” by “advisors” who are paid by brokerage or insurance companies.
Attorney-Client Privilege
Our conversations stay confidential.
Clear, Actionable Advice
I offer jargon-free, actionable advice. I cut through complexity to empower confident, informed decisions.
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What does a Tax-Smart Blueprint Include?
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Savings Assessment
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Review Investment Portfolio for Tax Efficiency
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Business Tax Efficiency Review
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Planning for Kids and Dependents
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Health Care Plan Tax Efficiency Assessment
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Retirement Plan Assessment
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Estate Plan Tax Efficiency Assessment
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Next Step: Book Your Tax-Smart Blueprint Discovery Call
This call helps us both decide if we’re a good fit. I only work with clients I know I can truly move the needle for.
We’ll explore your goals, my approach, and whether working together makes sense. If not? I’ll happily recommend other options.
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What does working with you look like?Here’s how we’ll work together to create a personalized, tax-smart financial blueprint that aligns with your goals and sets you up for long-term success: 1. Initial Strategy Session This initial conversation is all about getting to know you and understanding your financial goals, priorities, and concerns. My aim is to leave our meeting with a clear picture of where you want to go, so I can start mapping out the best way to get you there. 2. Plan Creation I perform an in-depth review of all the financial information you've provided to me and I craft your individualized financial and tax strategy plan (your "Tax-Smart Blueprint"). 3. Plan Presentation Meeting In this meeting, we discuss your plan, making sure you understand and feel comfortable with every aspect. Then we’ll outline clear next steps to put this plan into action, ensuring you leave the meeting with a solid understanding of your financial roadmap and the confidence to move forward.
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How are you different from other financial professionals?Unlike traditional financial advisors or accountants, I don’t just focus on one piece of your financial puzzle—I look at the whole picture. Many advisors miss opportunities because they don’t fully understand the tax implications of their advice. As a tax attorney, I combine deep expertise in tax law with financial strategy to create plans that are truly comprehensive. Plus, unlike most traditional financial advisors, I don’t sell funds, products or earn commissions— I provide advice that’s entirely focused on my client’s best interests.
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I’m a normal person—I’m not Warren Buffett. Do I really need a tax attorney?Yes! You don’t have to be a billionaire to benefit from proactive tax and financial planning. Taxes are one of life’s constants, and most people will pay them every year until the day they die. Even small adjustments to your strategy can lead to significant savings over time. Whether you’re a business owner, a parent saving for your kids’ future, or someone planning for retirement, having a tax attorney in your corner ensures you’re keeping more of what you’ve worked so hard to earn.
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What if I already have an accountant or financial advisor?That’s great! But here’s the problem: most accountants focus on filing taxes rather than proactive planning, and most financial advisors aren’t trained in tax law. This fragmented approach often leaves money on the table because no one is looking at how all the pieces fit together. I work alongside your existing advisors (or fill in any gaps) to ensure every part of your financial life is aligned and optimized.
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How much does it cost?My fees depend on the complexity of your situation, but most clients find that the savings far outweigh the cost of working with me. My goal is to deliver value that pays for itself many times over. Great strategies compound over time. Even a modest tax strategy that saves a client $5,000 a year in taxes results in $50,000 of savings after only ten years.
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How do I know if this is right for me?If you’re tired of feeling like no one understands your full financial picture—or worried that you might be leaving money on the table—you’re in the right place. Imagine being able to send your kids to college debt-free or retiring years earlier than planned—all because we found ways to keep more of your hard-earned money in your pocket. I care deeply about helping my clients avoid unnecessary stress and costly mistakes by making sure every part of their financial life is working together.
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How do I get started?I run a small, boutique practice, which means I work closely with every client to ensure they get the attention and expertise they deserve. Because of this, I’m selective about who I take on— I only work with people I believe I can truly help and who are as committed to the process as I am. My goal is to build strong, collaborative relationships with people who are ready to take control of their financial future. If you think we might be a good fit, schedule a consultation so we can explore how I can help you achieve your goals.