Our Mission: To Ensure No Business Owner Overpays the IRS Due to Lack of Strategy.
Born from a Universal Frustration
If you spend nearly two decades in the financial services industry,
you start to notice patterns.
The complaints were consistent:
"I’m making more money, but I feel like I’m keeping less."
"My CPA is a ghost until April 14th."
"I asked for advice, and they just told me what I owed."
For our founders, Scott Blackley and Jason Plotkin, the pattern was impossible to ignore. In almost every meeting with successful business owners, the conversation would eventually drift to the same painful topic: Taxes.
Scott realized that while his clients were brilliant at making money, the professionals they trusted to help them keep it were failing them. The industry was full of “historians”—tax preparers who simply recorded what happened in the past—but virtually empty of “strategists” who could change the future.
The Difference Between Tax Compliance and Tax Strategy
Scott didn’t just listen to these complaints; he equipped himself to solve them. He became an Enrolled Agent—earning the highest credential awarded by the IRS—and began using advanced tax strategies to help his financial planning clients.
The results were transformative. Clients weren’t just filing returns; they were keeping tens of thousands of dollars that previously would have left their business. They were sleeping better. They finally felt in control.
It became clear that this couldn’t just be an “add-on” service. The need was too great.
Trucess Tax Advisory was born from this realization: Small business owners don’t need another tax filer. They need a proactive partner who orchestrates their entire financial life to maximize wealth and minimize tax liability.
Our Mission
To transform how business owners engage with their finances—shifting from reactive compliance to proactive creation.
We exist to ensure that every client confidently retires knowing they’ve maximized their wealth and minimized unnecessary tax payments. We believe that tax planning isn’t just about saving money; it’s about creating a life of meaning, purpose, and achievement through informed financial decisions.
What We Stand For
Our values aren’t just words on a wall; they are the antidote to the
“traditional CPA” model that frustrates so many business owners.
01.
Proactivity
We plan ahead, not react after the fact. Most tax surprises happen because no one was looking at the road ahead. We work year-round to identify opportunities before the year closes.
02.
Education
We empower you with knowledge, not overwhelm you with jargon. The tax code is complex; our explanations shouldn’t be. We strip away the mystery so you can make confident decisions.
03.
Results
We deliver tangible, measurable tax outcomes—specific strategies and dollars retained through proactive planning. We don’t deal in vague promises. We deal in concrete numbers, specific strategies, and dollars returned to your pocket.
04.
Integrity
We provide transparent, ethical guidance in every interaction. We use legal, IRS-approved strategies to proactively reduce unnecessary taxes using legal, IRS-approved strategies — aggressively reduce your tax burden without crossing the line.
05.
Partnership
We serve as long-term advisors, not transactional service providers. We aren’t here just to file a return and send a bill. We are here to help you build a legacy.
06.
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