ABOUT

A focused tax strategy firm for elevated incomes. 


Innovation Advisory Group is a boutique tax mitigation firm for high earners, business owners, and wealthy families.

 

We exist for one reason: to help successful people keep more of what they earn through advanced, compliant tax strategies.

Our Team

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Carson Grover, EA

CEO & Director of Advanced Planning

Meet Carson
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Beth Christensen

Director of Operations

Meet Beth
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Dalan Siler

Director of Marketing

Meet Dalan
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Ashley Herbert

Manager of Strategic Partnerships


Meet Ashley
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OUR ORIGIN

Why we built the firm this way

Most high earners have their financial life split across professionals who don't coordinate. A tax preparer files. An advisor manages. An attorney documents. Each professional does their piece well, but nobody is running the whole strategy across the whole picture.


Innovation Advisory Group was built to fill that gap. We deliver the advanced tax planning piece, and we deliver it in coordination with the professionals our clients already work with. We don't manage your investments. We don't compete with your accountant. We focus on one thing: reducing tax exposure through legal tax strategy.


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Our team and credentials


Our team includes multiple licensed Enrolled Agents on staff, along with professionals holding AIF, CEP, CFS, and CAS credentials.

OUR PROCESS


How we work with your existing team


Whether you come to us through your accountant, your advisor, or directly, our role stays the same: deliver tax strategies that integrate with your broader financial plan. We coordinate with the professionals already in your corner so every move is strategic, legal, and aligned with the plan you have in place.

WHAT WE BELIEVE

Our team runs on four core values that shape who we hire, how we partner and the way we serve.

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01


Be a Team

Player


When the team wins, we all win. Everyone works together for the greatest good. Even Tom Brady can't win a Super Bowl without a team and a coach.



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02


Have Unfailing Optimism


We turn problems into opportunities and mistakes into learning. We set ambitious goals and have fun reaching them.




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03


Do the Right Thing


We do the right thing because it's the right thing. We always act in our clients' best interest. Doing what's right isn't always popular, but we follow through on our word regardless.

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04


Pursue Excellence


We embrace a journey of continuous learning and refinement. We never truly arrive; we always strive. We bring our personal best and play to win.  We don't simply participate - we Innovate.

OUR CLIENTS

Who we work with

High earners, business owners, and families with complex planning needs who want a proactive tax strategy, not just a filed return.

If you have outgrown reactive tax preparation and want a specialist focused on reducing what you pay, we are likely a fit.



Who we are not for


We are not the right fit for clients seeking the lowest-cost option, a last-minute solution, or someone who simply tells them what they want to hear. Our best clients value proactive planning, thoughtful coordination, and candid guidance—even when it challenges their assumptions.

Ready to see what's possible?


Click the button below to schedule your introductory call.