top of page

Strategic Tax Planning

Rock Steps.jpg

Building the Rock Steps to Wealth

​​​​​​

At Rockstep2Wealth, our name embodies our mission: to lay the rock-solid steps that guide our clients toward enduring financial independence and generational wealth.  Each “step” represents a strategic foundation - from entity structuring and proactive tax planning to investment integration and legacy preservation - all built with precision, foresight, and unwavering stability.  We believe true wealth isn’t achieved through chance; it’s constructed intentionally, one strategic decision at a time. Rockstep exists to design those decisions, align them with the tax code, and turn them into tangible, lasting results.

 

We go beyond the role of typical CPAs.  As advanced tax strategists, we help you navigate the complex IRS tax code and uncover valuable incentives and strategies to maximize your after-tax wealth.  Our approach is holistic - integrating tax, entity, retirement, and estate strategies into one cohesive plan.


We proactively analyze your situation throughout the year, ensuring your strategies are implemented on time and with precision.
From tax-advantaged investments and entity restructuring, to retirement layering and estate continuity, every recommendation is designed to help you keep more of what you earn and convert tax liabilities into wealth-building opportunities

​

​

​

​

​

​

​

Meet Our Founder

Message From Robert: “When you save a million dollars in taxes, that’s not just a million in your pocket - that’s the equivalent of earning about two million dollars pre-tax.   Think about it this way: if you’re in a 50% tax bracket, you’d have to make two million just to keep one.  And if you invest that million wisely, in over 20 years it will more than triple in value.  So that million you save in taxes is really worth $5 to $6 million today. That’s why proactive tax planning isn’t just about reducing your taxes - it’s the single most important investment decision you can make for your financial future."

Robert Sung Yoo, EA is the founder and Senior Strategist of Rockstep2Wealth, where he helps high-income earning entrepreneurs and professionals transform complex tax rules into powerful wealth-building strategies.

 

After earning his degree in Finance from the University of Maryland, College Park, Robert’s early career included working in venture capital with KTIC America and Parakletos @Ventures to evaluate startup investments and conduct financial due diligence. He later founded Eliya Software, which he operated for ten years, and led a government contracting manufacturing company, successfully exiting in 2020.

 

Following the sale of his company, Robert transitioned into strategic tax planning, where he discovered the power of the tax code as a tool for building wealth. That passion led him to establish Rockstep2Wealth, Inc., a firm that takes a holistic, proactive approach to tax strategy, entity design, and generational wealth planning.

 

As both a licensed Enrolled Agent (EA) and an active real estate investor, Robert applies the same advanced strategies he designs for his clients.

Cheerful Business Meeting

Our Services

Tax Planning, Tax Preparation, Tax Resolution, and Bookkeeping

Image by LinkedIn Sales Solutions

Tax Planning

Comprehensive tax planning services.

 

  • Proactive Tax Strategy & Year-Round Planning

  • Entity Selection & Structuring

  • High-Income Earner Strategies

  • Business Owner Tax Optimization

  • Investment & Wealth-Building Tax Planning

  • Retirement & Long-Term Planning

  • Estate & Legacy Planning

  • Credits & Incentives

Filling Out Tax Form

Tax Preparation

  • Business Returns

  • Individual Returns

  • State Returns

  • Partnership Returns

  • Estate Returns

  • Amended Tax Return

  • Extensions/Late Filings/Back Taxes

Couple Sitting with Financial Advisor

Tax Resolution

  • IRS Representation

  • Payment & Settlement Solutions

  • Penalty Relief & Abatement

  • Back Tax Filings & Compliance

  • Business Tax Resolution

  • Special Relief Programs

Men with Calculator

Bookkeeping

Complete Monthly Bookkeeping services for Small Businesses.

 

  • Record and maintain all transactions.

  • Reconcile bank and CC accounts.

  • Provide reports such as balance sheets, P&L statements, etc. as needed.Process sales tax and other city filings.

Who We Serve

High-Income Professionals

  • Doctors, Surgeons, Dentists, Pharmacists 

  • Attorneys 

  • Executives

  • Engineers 

  • Finance Professionals

Business Owners

  • Small business owners and entrepreneurs

  • Owners of professional service firms (medical, dental, legal, consulting)

  • Start-up founders and venture-backed executives

  • Franchise owners

  • Multi-partner business owners (LLCs, LLPs, S-Corps)

Corporate Leadership

  • C-suite executives

  • Vice Presidents and Directors

  • Equity-compensated employees (stock options, RSUs, ESPPs)

Real Estate 

Investors

  • Short-Term Rental Investors

  • Small-to-Mid Scale Landlords (5–20 Units)

  • Large Portfolio Investors (20+ Units / Syndicators)

  • Real Estate Developers & Flippers

Young Businesswoman

Let's discuss your tax needs.
"Schedule for a complimentary analysis of how much tax you can save."
 

bottom of page