The 2026 tax year
Twenty working days in October.
Look closely at who each one actually belongs to.
Before a dollar reaches you
Eight of them go to the IRS.
Every Monday and Tuesday of the month, handed over before you or your family see any of it.
16 hoursevery week
830+ hoursevery year
Planning, not paperwork
Take the days back.
A few hours of your time before December 1 can return almost five months of your work. After that, nothing about 2026 can be changed.
What the savings become
Then put every one of them to work.
Tax you no longer pay, reinvested every year, compounds into something far larger than a refund.
$3.1 millionafter ten years, from about $200,000 Taxes saved each year and invested at 8%.
Illustration only. Actual savings and returns vary with your full facts.
Your money,not the IRS’s.
Smart planning before year end means a smaller tax bill, and our fee comes only from the savings.
The 2026 Charitable Efficiency Review. A fixed-scope engagement from United Advisory, paid only from what you save.
Your business structure is costing you thousands every year
Same fare, different seat. Why fly premium economy when business class costs about the same?
Remember booking premium economy thinking you'd got a great deal, then learning the person next to you paid almost the same for business class and five times the perks?
Running your business with the wrong structure works the same way. You pay about the same in accounting and filing fees, while owners in your position get far better tax results from structures built for how they actually earn.
Run your own numbers
Fill in the fields to estimate your 2026 saving from the donation strategy, and what our fee would be.
Tax without planning-
Tax with United Advisory-
Tax you save-
Reduction in your tax-
Less: your investment-
Net saving-
Our fee (10% of net saving)-
You keep-
Your tax saving would be less than your investment, so our fee would be $0.
Estimate only. Uses 2026 federal brackets, a deduction of 5x the investment limited to 50% of AGI, and the 0.5%-of-AGI floor on charitable gifts. California uses 2025 FTB rates pending 2026 amounts. Actual results depend on your full facts.
How it works
Four steps, about four weeks from first call to plan in hand. There's no homework.
Week 1
Intake
You send last year's return, this year's income picture and your current documents. We do the rest.
Week 2
Modeling
We project your 2026 income and run it through every applicable route, quantifying each in dollars.
Week 3
Plan
A written plan with dated actions, the strategies compared, and a call to walk you through it. You decide what to carry out.
Week 4
Walkthrough
Once you've decided, the plan becomes a schedule with dates and owners, confirmed in writing before anything moves.
Why United Advisory
You're hiring the people who will also prepare your return.
1,150+
Returns we prepare
A licensed CPA firm. We prepare, review and sign the returns that report these positions, so our name is on the outcome, not just the advice.
200+
Donation clients each year
Planning and compliance under one roof. No handoff between the advisor who recommends and the preparer who reports.
We say no
to structures that don't hold up
We review promoted strategies before they reach clients, and several don't survive that review. You benefit from what we decline as much as from what we recommend.
If you're ever audited, we defend you
Every engagement includes audit defense. If you're audited during the three-year statute of limitations, we and our strategy partners will use our EAs, CPAs and attorneys to defend your return at no additional cost.
That holds even if you move to another firm in later years and are then audited for the year you worked with us.
Why this gets missed
It isn't only a knowledge problem. It's a calendar problem. By the time a return is prepared in March, every decision that mattered was made the previous December.
1
The calendar problem
Your CPA prepares an accurate return in March for a year that closed in December. By then everything that could have changed the number is locked. The work that moves your tax bill happens before September, and nobody is scheduled to do it.
2
Lack of access
Most taxpayers are never shown the full range of options. At United Advisory you get a catalogue of strategies and advice on which one gives you the largest saving.
3
The right strategy
We model your actual income, test it against every available route, and give you a dated plan we can carry out with you.
What you receive
Everything in writing. Nothing that depends on us to interpret.
2026 income projection
Your AGI, marginal rate, the charitable floor and whether the new deduction cap reaches you.
Route-by-route comparison
Every applicable strategy quantified in dollars and ranked by benefit per dollar.
A dated action calendar
Sequenced against your RMD, custodian transfer times and our December 1 cut-off.
Documentation checklist
Form 8283 thresholds, written acknowledgment requirements and everything your file needs to hold.
Multi-year view
Whether this should be a bunching year, and what the following years look like.
A walkthrough call
Thirty minutes with the person who built your model, not a summary from someone else.
We handle everything, start to finish
Planning, compliance and preparation. One team from the first call to the filed return. You make the decisions; we do the work.
Implementation and documentation
Every step carried out and documented, so your file is complete and audit-ready.
Entity formation
We form and structure the entities your plan needs, set up correctly from day one.
Investment sourcing
We source the qualifying investments behind each strategy, so you're never left searching.
Tax return preparation
The plan and the return come from one team, with every position reported.
Planning and compliance
Strategies planned ahead of the deadlines and structured to stand on the law.
A network behind you
Accountants, attorneys and financial advisors, brought in whenever your plan needs them.
Engagement and fees
No retainer and no fixed fee. We're paid only from the savings we deliver, over and above what you invest.
10%
of your net tax saving
Net tax saving is the tax you save minus the amount you invest. If there's nothing left over, there's no fee.
Our guarantee
We aim for a tax saving of at least 100% of what you invest. If your tax savings don't at least equal your investment, you pay no fee.
The $50,000 challenge
If our review can't show you how to save at least $50,000, we'll pay you $1,000.
Three deadlines that can't be moved
Nothing about 2026 can be repaired in April 2027.
Before your RMD
A qualified charitable distribution must come out of the IRA before the required distribution does. The order can't be fixed afterward.
Six weeks before year end
Securities transfers take time. A late-December request can land in the following tax year and cost you this year's saving.
December 1
Our last day to implement for 2026, leaving time for everything to settle before the tax year closes on December 31.
One 20-minute call is the whole first commitment
Every week you wait is a week of this year you can no longer change.
- Office
- 5900 Balcones Drive, Ste 100
Austin, Texas 78731 - Phone
- +1 (972) 694-9811