Davis Oliver
Tax Planning and Institutional Private Equity Case Strategist
Davis Oliver is a tax strategy innovator who has helped clients save close to 100 million in taxes through strategic tax and structuring planning.
After earning his degree in Economics with a minor in Entrepreneurship from UNC Chapel Hill, Davis began his career as an analyst for the oil and gas industry. It was during this time that he discovered Bitcoin and Bitcoin mining, sparking a fascination with how emerging assets could serve as powerful wealth-building and tax optimization vehicles.
Recognizing a significant knowledge gap in the accounting industry, Davis began educating CPAs on advanced tax planning strategies involving decades long deductions and alternative investments. His work expanded to training CPAs through collaboration with SAM technology tax software—revolutionizing how tax professionals approach strategic tax planning and wealth building strategie
Today, as leader of the Taxes Saved team, Davis oversees Taxes Saved strategists and CPAs—led by CPA’s with years of Big Four experience and heading one of the largest family offices in the country.
The Taxes Saved firm specializes in serving three key client groups: high savers with substantial tax-deferred accounts seeking tax efficient Roth conversions, successful business owners, and high-income W-2 employees. Through strategic partnerships with CPAs, real estate syndicators, and financial planners, Davis and the Taxes Saved team have helped clients nationwide re-direct unnecessary income taxes and helped untax millions in tax-deferred assets, converting them to tax-free growth in Roth accounts through the proprietary Taxes Saved planning process.
When he's not optimizing tax strategies, Davis competes in triathlons, explores roads and trails on his bike, enjoys walks, and traveling.
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