Jacob Sapia

Start where true financial success begins—with your tax strategy.

My team crafts financial plans to minimize lifetime taxes, make smarter financial decisions, and reduce anxiety by turning complexity into clarity. Whether you’re managing a business, building generational wealth, or planning for retirement, we align every step with one goal—helping you keep more of what you earn and live with confidence. Freat financial planning isn’t just about numbers—it’s about people, their goals, and the lives they want to live. That's the formula for True Tuccess™ = Having a Great Lifestyle + Money x the Time to Enjoy It! The Tax-Out Approach™ is a powerful system that uniquely integrates full-service financial management with thorough tax preparation by a Certified Public Accountant (CPA). Having everything in one place means only paying for what you need with service that is accessible, predictable, and personal. I am a qualified Certified Financial Planner® and Tax Planning Certified Professional (TPCP®), recognized as the “standard of excellence” in financial and tax planning. My expertise includes building tax-focused wealth solutions for Gen Z, Millennials, and those planning for Restylement(TM). In my early days, I was captain of his high school basketball team and played varsity baseball. I earned my B.A. in Economics with a minor in Psychology from Roger Williams University, and was inducted into the Alpha Chi National College Honor Society. Today, I live in East Hampton, CT, on Lake Pocotopaug, where I enjoy basketball, baseball, fitness, fishing, cooking and following UConn basketball, the New York Yankees, and the New York Giants.