Interview with Scott Blackley Founder, Trucess Tax Advisory Discussing Find Where Tax Dollars Are Leaking

Scott Blackley, CFP®, EA, ABFP®, APMA®, AWMA®, CRPC®, LUTCF® Founder, Trucess Tax Advisory LLC

Scott Blackley is the founder of Trucess Tax Advisory LLC, a proactive tax planning and advisory firm built for successful business owners, high-income professionals, and affluent families who want more than a tax return filed on time—they want a strategy designed to reduce their lifetime tax burden and help them keep more of the wealth they’re building.

Scott’s perspective on tax strategy comes from a background that extends well beyond tax preparation. As both a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent, he works at the intersection of tax planning, financial planning, retirement, investments, and wealth management. His advanced training is reflected in his ABFP®, APMA®, AWMA®, CFP®, CRPC®, EA, and LUTCF® designations.

He founded Trucess Tax Advisory on a simple premise: tax planning has to happen before the return is filed—not after the opportunities to act are gone.

Traditional tax preparation looks backward, reporting what has already happened. Trucess works the other direction. Scott and his team evaluate a client’s full financial and tax picture proactively, looking for inefficiencies, missed opportunities, and strategies that may never have been considered.

Depending on the client’s circumstances, that analysis can span business and entity structure, retirement plans, real estate and cost segregation, income and deduction planning, Roth conversions, charitable strategies, investment taxation, and other advanced planning opportunities.

But Scott believes a strategy should never be implemented simply because it creates a tax deduction. It has to make financial sense first.

Every recommendation should have a clear purpose, a measurable potential benefit, and a place within the client’s larger financial plan. Scott believes clients deserve to understand not just what they’re doing, but why they’re doing it and what the strategy could actually mean for their financial future.

That philosophy shapes how Trucess operates. Every engagement begins with an evaluation of the client’s current position to identify meaningful planning opportunities. If Trucess doesn’t identify a solution, there is no cost for the initial evaluation.

For Scott, tax planning isn’t about chasing loopholes or simply lowering this year’s tax bill. It’s about coordinating taxes with the decisions that build, protect, and ultimately transfer wealth—and looking several moves ahead.

Learn more: https://trucesstax.com/

Investment Advisory Services are offered through Rossby Financial, LLC, a Registered Investment Adviser. Rossby Financial, LLC and Trucess are not affiliated.

Securities transactions cannot be conducted via email or voice messages. Any related requests, or requests for distributions, must be confirmed live with the client.

Rossby Financial, LLC does not offer tax or legal advice.
This email transmission and any documents, files or previous email messages attached to it may contain information that is confidential or legally privileged. If you are not the intended recipient, you are hereby notified that you must not read this transmission and that any disclosure, copying, printing, distribution, or any action or omission of this transmission is strictly prohibited. If you have received this transmission in error, please immediately notify the sender or return and delete the original transmission and its attachments without reading or saving in any manner.

Influential Entrepreneurs with Mike Saunders