OUR PROCESS

A disciplined, streamlined system engineered for serious business owners.

Every client follows the same mandatory process to ensure accuracy, compliance, and results. No improvisation. No guesswork. No patchwork planning.

Introduction & Qualification

A short conversation to better understand who you are, your business, tax exposure, risks, goals, and objectives

"If you are a fit for Sky Tower Counsel clientele, we will move forward to the Feasibility Study"

Feasibility Study (Required)

Fee $2,000 and Non-Refundable

A focused analysis of

  • Current tax structure

  • Income tax, capital gains tax, and estate tax exposure

  • Entity setup

  • Asset protection vulnerabilities

  • Estate planning gaps

"The only purpose of this step is to determine whether we can materially improve your outcome"

Internal Strategy Design

Your case is reviewed by

  • Executive tax, financial, and legal team

  • Asset protection specialists

  • Entity and structuring experts

  • Industry specific advisors as needed

"Together, we build multiple compliant pathways tailored around your timeline, goals, and risk tolerance"

OUR SERVICE TIERS

Four levels - One standard of excellence

ESSENTIAL (The Blueprint)

A strategic plan only

No implementation

For do it yourself owners seeking a second opinion

COLLABORATIVE (Guided Execution)

We design and oversee, your team implements

For owners who want expert direction without a full rebuild

BESPOKE (Private Family Office)

Invitation only

Comprehensive wealth, tax, entity, legal, and family office management without the $100M requirement

ENHANCED (Results Delivered)

Full implementation

Minimum 35% tax reduction guarantee (when begun before Sept 1)

Our most selected option

FEE NOTICE: All pricing is custom, based on complexity, risk, and required specialists Sky Tower Counsel operates on retainers and transparent project based fees not hourly billing

Presentation of Planning Options

You receive four package paths, ranging from a simple strategy blueprint to full family office execution

Each option outlines

  • Estimated tax impact

  • Structural and legal benefits

  • Implementation timeline

  • Ongoing maintenance requirements

  • Transparent pricing based on complexity

"You choose the level that matches your objectives and bandwidth"

Plan Engineering & Stress Testing

Before anything is implemented, we validate the plan

  • Cash flow modeling

  • Legal and tax stress testing

  • Multi year projections

  • Risk and compliance checks

"The design must work today and in the future"

Ongoing Management & Proactive Planning

After implementation, Sky Tower Counsel maintains the structure with

  • Annual tax mitigation planning

  • Entity and trust upkeep

  • Asset protection reviews

  • Adjustments to tax law, business changes, and life events

  • Coordination with all relevant professionals

"You receive one integrated team under one roof, rather than fragmented advisors working in silos"

Implementation (Done For You)

Once approved, we coordinate every moving part

  • Trusts

  • Entities

  • Funding

  • Banking

  • Legal documents

  • Asset transfers

  • Specialist scheduling

"You review and sign, We execute"

What Our Private Clients Say About Us

“Accounting is the science of taking score of what has happened, taxation is the law on what is allowed, and strategy is the combining, timing, and sequencing to create wondrous results. Dallas and his team have no equal in guiding clients to where they want to go."

T.Matthews
CFO

“I was once one of those stubborn old fools set in my ways. I thought my guys I had since the dark ages did everything imaginable. I had no idea how big the tax code was, I assumed everyone had the same software I am into water drilling! Next thing I know I am invited to one of Dallas’s get togethers and his words ate away at me for months. My CPA handed me a bill for $834,000 and that was it, I called Dallas and I have never turned back.”

C. Kelly
CEO, Water Drilling

“When working with Dallas, your biggest problem will be, what do I do with all of this money?”

* V. Walker
CEO Cosmetologist Chain

“Harold would be proud of the work Dallas’s team put into our estate plan. From the start Dallas made me feel my opinions, and thoughts mattered and I wasn’t just the wife of the client. When my husband passed everything went off the way it was supposed to, Dallas was at my side through everything. Every time I meet with Dallas I see the paperwork my husband had signed, I can’t help myself but touch his signature, my husband, he is still here.”

B. Griggins
Widow

“There is no way any local CPA or financial guy can do what they do. When you hop on a Zoom meeting and it’s you and a dozen experts from all over, they’re at your table to help me get my family where we always wanted to go… how can you not value that? There were no big shot corporation guys either, they were all down to earth, made me feel confident, the tax nerds talked, Dallas translated, I got it right then and there. I will be here and my kids will too.”

Teagan R
Commercial Plumbing Contractor

“Dallas will show you just how much money you have been overpaying on your taxes. Seriously, ask for the bag of money example. You see it when you are writing out the check. But have you actually seen a stack of $500,000 American dollars? He saves me a fortune every year.”

E. Furtwangler
Commercial Real Estate Developer

““Guys on the golf course brag about everything from cars, swings, clubs, real estate, and the new hot secretary. But everyone knows, I have the best, I found the secret sauce, and every year I get to brag how much he saved me in taxes. Dallas is literally saved in my phone as ‘the secret sauce.’”

Blake S
Contractor

“Do not listen to your friends, your relatives, your fancy financial advisor, or local big shot attorney. If they are saying there is no other way to reduce your tax, whether it's your death tax, capital gains tax like it was for me and believe it or not your income, do yourself a favor and call Dallas. It doesn’t matter what anyone says, that man had me on a call with the #6 tax attorney in the country, and he rambled off 14 more ways to get rid of the capital gains tax on the sale of my business after everyone said there was nothing else that could be done. Don’t waste your work ethic, get his help and his team will get rid of the tax bill.”

Lawrence V
Software Developer

Ready to stop managing dozens of advisors and start enjoying the benefits of one coordinated team?