Terrence Taylor

About Terrence Taylor

I help ultra-high-net-worth taxpayers—those paying or owing $1 million or more annually—save significant amounts in taxes legally, strategically, and perennially.As Co-Founder of Taylored Tax LLC and an Enrolled Agent, I\'ve developed proprietary frameworks that go beyond traditional CPA approaches. These include the Seven Levers™ of Tax Savings, the WIRED Framework™, and the Principles of Tax Mastery™—methodologies specifically designed for clients with $5M-$50M in wealth who need sophisticated, perennial tax reduction strategies.My clients include highly paid executives, successful entrepreneurs, and ultra-high-net-worth individuals who are tired of writing seven-figure checks to the IRS every year. Using advanced planning strategies—including strategic business structuring, real estate tax optimization, wealth architecture through life insurance, and tax-advantaged retirement income strategies—I help them keep more of what they earn.Recent client outcomes include- A Google VP reducing annual tax liability by through strategic giving and expanding his business interests and Equity Centers™- A small business owner and his wife eliminating $1.4M in capital gains taxes through Charitable Remainder Trust structuring- Multiple clients converting $500K+ in retirement savings to tax-free growth using strategic rollover approachesI\'m a Licensed Financial Professional with licenses in 28 states (AL, AZ, CA, CT, DC, FL, GA, HI, IL, KE, LA, MA, MD, MO, MS, NC, NJ, NM, NY, PA, SC, SD, TX, UT, VA, WA, WI and WV) and hold an MBA from Harvard Business School. My book,\"Play By Different Rules,\" releases in Q2 2026 and shares the proprietary approach that\'s helped my clients save millions.Before founding Taylored Tax, I spent years advising Google and Meta executives on strategic transformation—experience that now informs how I help ultra-high-net-worth clients architect comprehensive wealth strategies that reduce taxes, protect assets, and build generational wealth.I also founded The African Institute of Future Technologies (The AIFT™) to help one billion African entrepreneurs learn, apply, and monetize emerging technologies. Since 2004, I\'ve served as International Faculty at the Gordon Institute of Business Science (GIBS), where my elective \"Business Opportunities and Innovations in Africa\" has been running since 2008.If you\'re paying $1M+ in taxes annually and want to explore how the Seven Levers™ of Tax Savings could reduce your tax burden: terrenceokeketaylor.com/seven-leversLet\'s talk about playing by different rules.

Experience

1. Co-founder

   Taylored Tax, Llc

   Feb 2024 — Present · US

   I started Taylored Tax to help highly paid, highly taxed, high profile, high net worth, and ultra-high net worth taxpayers save a bunch on taxes legally and perennially and transform their financial future so they experience the deepest dignity and highest well-being.Using proprietary methodologies including the Seven Levers™ of Tax Savings, the WIRED Framework™ (Wealth, Income, Reinvest, Entity, Deductions), and the Principles of Tax Mastery™, I help clients who pay or owe $1 million or more annually reduce their tax burden through- Strategic business entity structuring and Equity Centers™ development- Advanced real estate tax strategies including cost segregation and 1031 exchanges- Tax-advantaged retirement income optimization (Strategic Rollout™)- Wealth architecture using life insurance for tax-free growth and income- Estate planning and strategic gifting for generational wealth transfer- Private equity and QSBS strategies for entrepreneurs- Capital gains elimination through algorithmic tax loss harvesting partnershipsMy clients include executives at Fortune 500 companies, successful entrepreneurs, real estate investors, and professionals with complex tax situations who need strategies that go beyond what traditional CPAs offer.Co-Founder: Alfonza Darnell, Jr. brings 20+ years of complementary tax expertise, creating a comprehensive strategic approach for our ultra-high-net-worth clientele.Skills: Tax Strategy · Tax-advantaged Investment Strategies · Tax-Free Income · Personal Tax Planning · Tax Planning Strategies · Estate Tax Planning · Life Insurance · Universal Life Insurance · Wealth Management · Advanced Planning

Education

• Harvard Business School

  MBA, General Management and Finance

  1995 — 1997

• Brown University

  Bachelor of Arts - BA, Economics, International Relations and Afro-American Studies