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At Protego Advisers, we help high-income entrepreneurs and business owners take command of their tax position through disciplined, defensible, and results-driven planning.

Our work is built to integrate seamlessly with your existing CPA, legal, and advisory team—ensuring every strategy is implemented with clarity, documentation, and compliance at the forefront.

We don’t chase shortcuts or loopholes.

We design and implement proven structures—from R&D optimization to charitable and advanced deferral strategies—engineered to support both near-term efficiency and long-term wealth preservation.

Our philosophy is simple: thoughtful design, disciplined execution, and accountability at every step.

Every strategy is supported by proper documentation, professional standards, and a process built to withstand real-world scrutiny.

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