About Us

Company Overview

I have been working as a financial advisor for over 13 years. Over the years I realized that helping clients reduce their taxes was the highest value I could provide. I began to take a deep dive on taxes and now I help high income clients legally reduce their taxes and clients who have a large capital gain legally reduce the taxes on the transaction.

Meet the Founder

Ross Brannon

I help clients by the creation of Tax Alpha. Tax Alpha is the ability of an investor to outperform by taking advantage of tax-savings strategies. Tax Alpha strategies are largely esoteric.

Ross Brannon

When I’m not serving my clients, I am an unpaid Uber driver for 5 kids and all of their activities which include but are not limited to football, basketball, dance and jiu jitsu. When my wife and I can get away….and by get away I mean a house that’s quiet, we like to go to sporting events, eating in nice restaurants, date nights and reading.

Have a Question? Contact Us

Please submit your contact info and a short message here explaining your situation and what you are looking for. We will be in touch soon about what we may be able to do for you. We look forward to working with you!

ADDRESS:

1408 Piedmont Way

Tallahassee, FL 32308

CONTACT:

P: (850) 566-7999

E: ross@rossbrannon.com

Ross Brannon is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801.

Coastal and CoastalOne are trade names for the Coastal Companies. The Coastal Companies are Coastal Equities, Inc., Coastal Investment Advisors, Inc., and Coastal Insurance Services, which consist of several affiliated insurance agencies.

The information provided herein is for educational purposes. To take advantage of the tax strategies available it is important to discuss your needs with a financial professional like Ross Brannon who is registered to provide the tax strategies available and how they can be used to help you reduce your taxes legally. To take advantage of the tax strategies available you must be an accredited investor which means you must have a net worth of over one million dollars or as an individual have income over two hundred thousand dollars a year for the past two years or married an income of three hundred thousand dollars for the last two years. We are required to verify that you meet this rule prior to making any purchases. Ross Brannon is not a CPA or Tax Attorney his job is to find the tax strategy that works best for you that falls within the IRS codes”