About Liberty Advisory Group
Most tax work looks backward: a year ends, forms get filled, a bill arrives. We built Liberty Advisory Group around the opposite premise — that the meaningful savings in the tax code go to people who plan before the year ends. Entity structure, retirement design, depreciation strategy, the timing of income and purchases: decisions, not paperwork.
Who we serve
Business owners, real estate investors, physicians and high-income professionals, consultants, and digital agencies — clients whose situations reward planning. We serve clients in all 50 states over video, with a secure portal for documents and e-signatures.
How we publish
Everything in our strategy library, Insights, and pitch reviews follows one rule: a licensed CPA reviews every tax claim before it goes live, and we update pages as thresholds and law change. If we would not defend a position in an exam, we do not publish it — and when a heavily marketed strategy deserves skepticism, we say so plainly.
How engagements work
Every relationship starts with a free 30-minute consultation. If there is enough opportunity to justify our fee, we will show you the math; if there is not, we will tell you that too. Planning engagements are flat-fee — no hourly surprises.