Integrity. Education. Trust.
Tax planning built for high-income earners
Keep more of what you earn with proactive planning and compliant, vetted strategies—covering W-2 income, business income, and capital gains.
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.
$200MM+
raised in alternative investments
$35MM+
in client tax savings on investments
40+ years
combined experience
How we work
All we need to help run your finances effectively
SmartCap has a simple, but thorough process that can uncover $100’s of thousands of dollars of tax savings.
Discover & Evaluation
We learn your income mix, goals, timeline, and constraints.
Strategy Design
We build a custom plan focused on the highest-impact moves for your situation.
Implement & Monitor
We coordinate execution and keep the plan current as your income changes.
How expensive are we?
Plans that fit your needs
Simple, transparent pricing that grows with you.
Start planning with us commitment free.
Standard planning
$5k
per year
Ideal for X customer type...
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 (March & Sept)
Advanced planning
Popular$8k
per year
Suited for X type clientele...
FEATURES
Everything in Standard plus....
- Quarterly proactive planning reviews (Jan, Apr, Sept, Dec)
- Withholding & estimated tax optimization
- Entity & compensation structure review
- Audit defense coordination & documentation support
Premium planning
$10k
per year
Clients with X demands...
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 Call
Lets start discussing your needs and get to know you.
Our Solutions
Historic Preservation
Invests in a private partnership that seeks to purchase properties that are deemed historic as defined by the national historic registry. The partnership will then conserve these properties from future development. If a property is conserved, each Limited Partner will receive their pro-rata share of a deduction.
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Solar Tax Credit Investments
This strategy involves the purchase of either commercial or residential solar projects. Once the projects are placed into service, you will potentially be able to offset up to 75% of your tax liability. This strategy requires material participation if intended to be used as an offset to ordinary income. No material participation required to offset passive income.
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Schedule a call
An introductory call without commitments helps get things started.
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
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.
Co-Founder & Managing Partner
Brandon Morrow
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 reduced my tax liability by $412,000. I wish I had done this earlier.”
J. Gaston
Health-Care 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
Schedule a call
An introductory call without commitments helps get things started.
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