Built on Expertise. Proven by Results.
We are a specialized tax mitigation platform serving high-net-worth individuals, business owners, and real estate sellers — backed by credentialed professionals with decades of combined experience.
Give Every Qualifying Client Access to Strategies That Were Once Reserved for the Ultra-Wealthy.
Advanced tax strategies like the Partnership Special Allocation have existed for decades. For most of that time, they were only accessible to clients with personal relationships to the right specialists — people with connections to the right attorneys, the right partnerships, the right structures.
Elite Tax Partner was built to change that. We bring IRS-compliant, audit-tested tax mitigation to business owners, real estate sellers, and high-income earners who are facing the largest tax events of their lives — and deserve to know every legal option available to them.
We don't sell promises. We bring documentation, a track record, and credentialed professionals who have built and defended these strategies for over a decade.
The People You Work With
Kristian Taylor
Kristian Taylor is a serial entrepreneur, investor, and business operator with a career built on buying, scaling, and exiting companies — and on acquiring and selling real estate. He has been on both sides of the transaction table, which gave him a personal perspective on taxable exits.
It was through those transactions — business exits and real estate dispositions — that Kristian identified the gap for inaccessible strategies to the SMB and mid-market owners who needed them most. As the CEO of Elite Tax Partner, he pairs his transactional background with a credentialed tax team carrying over a decade of proven strategy implementation.
Kristian's role is to connect the right clients to the right strategy before their window closes — bringing the operator's instinct for timing and execution to every client engagement.
Tony Valte
Tony Valte brings dual credentials in law and taxation — a Juris Doctor and a Master of Laws in Taxation (LLM) — combined with over a decade of hands-on experience implementing and defending advanced partnership tax strategies for high-net-worth individuals, business owners, and real estate sellers.
Tony is the architect and lead defender of the Partnership Special Allocation (PSA) — a tax mitigation strategy he has personally overseen through eleven government audits since 2014. Those audits were conducted by the IRS at both the individual return and partnership levels, and by the California Franchise Tax Board. Every single audit concluded with no changes, no penalties, and no disallowances — at the federal, state, and appellate levels.
His work is grounded in established federal tax law: IRC §704(b), Treasury Regulation §1.704-1(b), IRC §465, and Treasury Regulation §1.469-1T(e)(6). He does not operate in gray areas — he operates in code provisions that have been tested, validated, and upheld by the same agencies tasked with challenging them.
11
Government Audits Defended
0
Disallowances Ruled
10+
Years in PSA Strategy
$500M+
Tax Mitigated for Clients
What You Can Expect From Us
Radical Transparency on Costs
One funding. All costs embedded. No retainer fees. No annual fees. No surprises. We tell you exactly where your money goes — before you commit to anything.
Documentation Over Promises
We don't ask you to trust our word. We bring eleven audits, codified legal authority, and access to independent legal counsel. Verify everything before you decide.
Your CPA Stays in the Picture
We work alongside your existing advisors — not around them. We deliver the K-1 and partnership documents. Your CPA incorporates them. You don't lose anyone you trust.
Speed When It Matters
Tax year-end is a hard deadline. We are built to move from engagement to K-1 delivery in approximately 30 days — because that's how long you often have to act.
No Unsolicited Cross-Selling
We do one thing and we do it exceptionally well. We do not pitch additional products, manage your investments, or build an ongoing advisory relationship beyond the PSA.
You Stay Liquid
Your proceeds come to you first. Always. You fund the PSA after receiving your money — never before. Your liquidity is never at risk and never in question.
Ready to Meet the Team?
Schedule a free consultation and speak directly with our tax leadership. No sales pitch — just a direct conversation about your situation.
Schedule Your Free Consultation