A Smarter Way to Build A Tax Strategy
Designed for Clarity, Efficiency, Impact, and Confidence
Our clients are entrepreneurs, investors, and advisors who value clarity and measurable outcomes that save them time and money.
By leveraging technology, we’ve built processes that remove unnecessary complexity, shorten timelines, and keep every engagement focused on what matters most – achieving impactful outcomes that deliver measurable results.
From the first conversation to implementation, you work directly with Dustin Covello. Every strategy is explained in plain language, documented clearly, and designed to integrate with your financial and legal advisors efficiently.
Our tech stack provides clients with a seamless experience that cuts out red tape and manual tasks.
Finally, we price as many projects as possible with flat fees, providing our clients cost certainty and ensuring that our interests are aligned to get the job done efficiently.
Discovery and Alignment
We start by understanding your goals, current plan and structure, business, family, and advisor relationships. This step ensures our work supports your broader financial and business plan.
Strategic Design
We develop a customized plan built around your objectives, whether preparing for a sale, optimizing your business structure, or aligning your estate plan. Each recommendation is explained clearly and accompanied by the measurable financial impact, so that you can make confident decisions.
The Covello Process
Implementation and Coordination
We coordinate directly with your accountants, financial advisors, and legal team to ensure every piece of the strategy is executed precisely and efficiently.
Review and Ongoing Support
As laws and circumstances evolve, we remain available to refine and adapt your plan. Our goal is proactive stability, not reactive fixes.
What Makes the Process Different
Direct Access
You work one-on-one with Dustin. There are no layers of staff and no barriers to communication.
Concierge-Level Experience
Our systems are secure, digital-first, and built for responsiveness, transparency, and peace of mind.
Integration With Your Team
We function as part of your advisory team, ensuring every legal, tax, and financial element stays aligned.
Impactful And Defensible Strategies
Every plan is created to meet the highest legal standards and hold up under scrutiny, giving you confidence now and later.
Value, Flat Fee, and Deferred Billing
We price our services based on the measurable value that we deliver, not an arbitrary ‘billable hour’. When a milestone is on the horizon a capital raise, sale or other liquidity event - we also defer our fees to align our interests and ensure that we get paid when you realize value.
Planning With Confidence
Sophisticated planning doesn’t have to feel complicated. Covello Tax Law’s process turns complexity into clarity, so you can move forward with structure, confidence, and peace of mind.
Please do not include sensitive financial or tax details in your message. All inquiries are kept confidential.
