Plan smarter. Keep more. Shift the outcome.
Tax planning built for high-income earners.
- Average client savings: $75K - $300K+
- Built for high income earners & business owners
- Fully compliant strategies
You Deserve to Keep More of What You Earn
Most high earners don’t overpay because they’re careless—they overpay because they don’t have a plan. SmartCap helps you map the year ahead, identify the highest-impact opportunities, and implement a strategy you can feel confident in.
$200M+
Raised in alternative investments
$35M+
Total Client Tax Savings
40+ years
Combined experience
Our Process
How we run your finances effectively
SmartCap has a simple, but thorough process that can uncover $100,000+ and more of tax savings.
Discovery & Evaluation
We learn your income mix, goals, timeline and constraints.
Strategy & Design
We build a custom plan focusing on the highest-impact moves in your situation.
Implement & Monitor
We coordinate, execute and keep the plan current as your income changes.
Our Pricing
Plans that fit your needs
Simple, transparent pricing that grows with you.
Start planning with us commitment free.
Standard planning
$5k
per year
Suited for high W2 earner with little to no change in income in a calendar year.
FEATURES
- Annual tax projection and scenario modeling
- Ordinary income and capital gains reduction strategies
- CPA coordination
- Investment strategy design
- Two on-going planning check-ins throughout the year
Advanced planning
Popular$8k
per year
High W2 earners with additional income via bonuses, RSU's, and commissions.
FEATURES
Everything in Standard plus....
- Quarterly proactive planning reviews.
- Withholding & estimated tax optimization
- Entity & compensation structure review
- Audit defense coordination & documentation support.
Premium planning
$10k
per year
Best for high earners needing complex tax solutions, tax prep and filing.
FEATURES
Everything in Standard & Advanced plus....
- Full tax preparation
- Year-round CPA-level support
- Multi-year tax strategy and carry forward planning
- Priority access and white-glove implementation
Schedule a discovery call with us.
Let’s start discussing your needs and how we can help you.
Our Team
Built by experienced professionals.
Focused on outcomes.
SmartCap was founded by two professionals with deep experience in alternative investments and strategic tax planning.
Co-Founder & Managing Partner
Brandon Morrow
Brandon Morrow brings extensive experience in alternative investments and tax strategy. As Co-Founder and Managing Partner of SmartCap Partners, Brandon leads client relationships and business development, helping high-income professionals and business owners reduce tax liability through forward-looking, strategic planning.
Prior to SmartCap, Brandon worked in the alternative investment space since 2009, collaborating closely with high-income earners and their advisory teams to identify overlooked tax inefficiencies and implement effective strategies. His experience working alongside CPAs, financial advisors, and attorneys gives him a practical understanding of the coordination required to execute complex tax strategies effectively.
At SmartCap, Brandon focuses on guiding clients through the planning process with clarity and decisiveness, ensuring each strategy aligns with their financial goals and lifestyle while Dan focuses on operations, systems development, and tax projections.
Co-Founder & Managing Partner
Dan McDermott
Dan McDermott brings deep experience in tax mitigation and capital raising. As Co-Founder and Managing Partner of SmartCap Partners, Dan leads the firm’s efforts to deliver sophisticated tax reduction strategies for high-income professionals and business owners.
Prior to SmartCap, Dan worked with a prominent tax mitigation sponsor, gaining hands-on experience with solar energy projects, historic preservation tax credits, and charitable land donation programs. Dan has successfully raised capital from high-income earners, high net worth individuals, and family offices, giving him insight into the financial priorities and tax challenges facing affluent clients.
At SmartCap, Dan focuses on operations, systems development, and tax projections while Brandon leads client relationships and business development.
What Our Clients Are Saying
Hear first-hand from our incredible range of clientele.
“This was my first time looking at doing proactive tax planning, and honestly, I didn’t know where to start. I had been referred to Brandon from a colleague and they made the entire process incredibly clear. They walked me through every option, explained the risks and benefits and handled the heavy lifting with my CPA. The onboarding was smooth, timelines were clear, and I always knew exactly where we stood. In our first year alone, SmartCap helped me reduce my tax liability by $412,000. I wish I had done this years earlier.”
J. Gaston
Healthcare Executive
“I have multiple income streams and had been told for years that there wasn’t much more I could do to reduce my taxes. SmartCap proved that wrong. They took the time to understand my full financial picture and presented strategies that fit my situation. Dan was invaluable through the process of every step being clearly explained, and I never felt rushed or pressured. The flexibility and transparency made a big difference. They ultimately helped me save $538,900 in federal and state taxes. They’ve become a permanent part of my advisory team.”
R. Lyons
Entrepreneur / Private Equity
“I was skeptical going in, especially as a W-2 executive who had always been told ‘you don’t have many options.’ Dan and Brandon patiently walked me through the different strategies, and ensured my CPA was comfortable before moving forward. The process was simple and well-managed. The outcome was a $194,300 tax savings and increased my take home by 15%.”
Susan R.
Tech Executive
“As a surgeon, time is my most limited resource. SmartCap respected that from day one. They were organized, available for weekend calls, and came to every call prepared. What stood out most was how hands-on they were - no guesswork, no confusion. They coordinated directly with my CPA and advisors and made sure everything was implemented correctly. The result was a $286,750 reduction in taxes for the year. The process was far easier than I expected, especially for something this impactful.”
Dr. Singh
Orthopedic Surgeon
“After a large liquidity event, they helped me recapture most of the tax liability I had already paid in 2 previous years. This was a process that Dan and Brandon had done many times and stepped in quickly and built a plan around my specific timing and goals. What impressed me most was how collaborative and flexible they were - adjusting strategies as details evolved. In total, they helped me mitigate $721,400 in capital gains taxes. The value they delivered far exceeded my expectations.”
W. Wysock
Tech Entrepreneur
“SmartCap came highly recommended from a teammate. From the first call, the process felt structured, professional, and client-first. They took the time to educate me, which made me comfortable moving forward. Everything was executed seamlessly with my existing advisors. In our first year working together, SmartCap helped me save $400,000 in taxes. The experience was efficient, stress-free, and incredibly impactful.”
JH
Current NFL Player
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