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SWITCH LLC

CPA · Tax Law · Technology

The maximum tax savings allowed by law.

SWITCH is the only firm that combines experienced licensed CPAs, tax attorneys and enterprise software in a single engagement — so strategy, defence and filing happen in one place, at lightning speed.

Investment funds created
500+Investment funds created
Admitted counsel
U.S. Tax CourtAdmitted counsel
Tax Savings Promise
100%Tax Savings Promise
Clients served
NationwideClients served

Is this you?

Three situations we solve every week.

If any of these sound familiar, the assessment is free and the conversation is confidential.

  • Concerned About IRS Disputes?

    Our tax attorneys are admitted to practice before the U.S. Tax Court. We handle audits, liens, installment agreements and offers in compromise — and we deal with the IRS so you never have to.

  • Haven't Filed Taxes in Years?

    Non-filed years are a solvable problem. We reconstruct your records, file the back years correctly, and negotiate penalty relief to bring you current quietly and completely.

  • Unhappy With Your Current CPA?

    Most CPAs file history. We engineer the future. Bring us last year's return and we will show you, line by line, what was left on the table.

The 100% Tax Savings Promise

Guarantees other firms cannot underwrite.

There is a 0% chance your current CPA has what we have — the combination of licensed CPA work, tax law and technology under one roof.

  • Know Guarantee

    After our assessment you will know — with total clarity — 100% of how to save on tax. There is a 0% chance your current CPA has what we have.

  • Savings Promise

    If you execute the plan we build for you, it will save you on tax. Guaranteed, in writing, every year.

  • Accuracy Guarantee

    If we do your books, we guarantee 100% accuracy at all times — audit-ready the moment you ask.

Expertise

Built for complex balance sheets.

From strategic planning to IRS controversy, one team carries the work end to end.

  • Strategic Tax Planning

    Multi-year plans engineered by CPAs and tax attorneys, then executed by software that never forgets a deadline.

  • Outsourced CFO

    SEC-ready reporting, budgeting, investor packages and cash strategy — without a full-time hire.

  • Asset Protection

    Captive insurance, entity structuring and trust design that keep your balance sheet defensible.

  • IRS Controversy

    Audits, liens, back filings and offers in compromise handled by counsel admitted to the U.S. Tax Court.

Leadership

A CPA and a tax attorney, at the same table.

Every engagement is led by both disciplines — which is why nothing falls between two firms.

  • Brent N. Robbins

    CPA, MPrA — Managing Partner

    Extensive experience with captive insurance companies, IC-DISCs, DSTs and IRC §1031 / §1035 exchanges · Contract CFO services for private and public companies, including SEC reporting

    Full background
  • Christopher Rogers

    Esq., LL.M. in Tax — Partner, Tax Law

    8 years managing a New York based private securities & tax firm · Creator of 500+ investment funds

    Full background

Find out what your CPA left on the table.

The assessment is free, confidential, and ends with a quantified picture of your savings.