I’m Sylvia Montes de Oca — a tax educator, real estate advisor, and business strategist passionate about helping high-income entrepreneurs stop overpaying in taxes and start building intentional wealth.

After working with hundreds of business owners and real estate investors, I saw the same pattern: people were making great money — but lacked the education and strategic planning needed to truly maximize it.

That’s why I created Next Level Advisory Co.

Here, I provide clear, high-level tax education and personalized strategy sessions that help clients understand:

• How their income is really taxed
• What structures create the biggest savings opportunities
• How to align tax strategy with long-term wealth goals
• The most impactful actions they can take right now

Because making money is only the first step — knowing how to keep and grow it is what creates financial freedom.