Every year, we introduce high earners to tax strategies from independent providers, for you and your tax advisor to review.
The 2026 tax year closes December 31. It all starts with a 15-minute phone call. Pick a time ↓
Strong income. A bigger year than the last. And a tax bill that grows with it.
Your tax advisor files an excellent return, looking back at a year that's already over.
Many strategies need to start early enough to be set up and documented correctly.
The 2026 tax year closes December 31.
High earners hear plenty of tax ideas.
We introduce you to independent providers, so you go straight to the source.
We introduce people to several independent strategy providers. Each one is responsible for its own strategy and its own documents.
We hope you'll bring your tax advisor in from day one.
Don't have one? Just ask, and we'll connect you with a third-party tax advisor. Whether you work with them is entirely your choice, and we're not paid for the introduction.
Strategy documents come from the provider itself, so you and your tax advisor review the source.
When a new tax year opens, we let you know what's new.
Getting started takes 15 minutes. Pick a time ↓
A few questions about your year. There's nothing to prepare beyond a few quick questions when you book.
If a closer look makes sense, we show you general information about the available strategies from each provider's own materials, and answer your questions about how the process works. If one interests you, we set up the introduction.
You meet the independent provider directly and review its documents.
You and your tax advisor review everything and decide what, if anything, makes sense. We make introductions. We don't give tax, legal or investment advice.
We check in each year. You decide if it's worth a call.
You pay us nothing.
Providers pay Ironclad when someone completes their process. We're upfront about that because it means we have an interest in your decision, and it's exactly why we encourage you to do your own diligence with your tax advisor and move forward only when you both agree it makes sense for you.
Ironclad Partners was founded by Melvin Noriega, a Marine veteran.
Most of our clients came to us through a colleague who was already a client.
We confirm a few details from your booking and ask about your year, to see whether an introduction makes sense. There's no obligation. If it doesn't make sense, we'll tell you.
No. Providers pay Ironclad when someone completes their process. Each strategy has its own costs, and you'll see them in the provider's own documents before you decide anything.
We don't compete with tax advisors or replace them. You and your tax advisor make the final call.
No. Just a few quick questions when you book, then 15 minutes to talk about your year.
The 2026 tax year closes December 31, and many strategies need to start early enough to be set up and documented correctly. Each provider sets its own availability and timing.
Only us, unless you ask us to introduce you to a provider. We don't sell it.
It only takes a 15-minute phone call.
Start here →15 minutes by phone. You pay us nothing. You and your tax advisor make the final call.
The call isn't advice, and booking it doesn't make you a client. We don't guarantee any tax result.
Once you pick a time, you'll get a confirmation, and we'll call you then.
Not this year? If there's a month that's worth a call, just let us know which one.