Menu
Taxes can take up 30-50% of your annual income, and many entrepreneurs and real estate investors miss out on proactive tax planning from their CPAs. Each year, we review hundreds of tax returns from potential clients and find that over 80% have errors or missed opportunities to pay less taxes.
Our team of expert advisors helps you pay the lowest amount of taxes legally. We continually look for ways to minimize your taxes throughout the year, not just at the end of the year.
If you’re serious about scaling your business or portfolio, it’s time to upgrade to a tax advising team that can maximize your tax savings.
Schedule a free consultation today with our business tax consultant and start getting your time back.
We help you keep your hard-earned money where it belongs—in your pockets. Our tax advising services will help you take control of your finances and give you peace of mind that you’re doing everything right.
Your personalized plan on tax reduction strategies. Our recommendations and action steps for implementation will be documented here so that you can reflect back on them at any time to keep your tax planning on course.
You can count on our tax strategy service to provide you with a plan to minimize tax bills and ensure you’re not missing out on major opportunities for tax savings. Our clients generally recoup their investment in 1-3 years.
We start by collecting basic information and having a Kick-Off Call to introduce you to your Tax Advisor. You’ll discuss your current situation and future goals. From there, you’ll work closely with your Tax Advisor over a 30-45 day window to identify opportunities and develop a tax plan to minimize your tax bills.
This includes…
During the planning phase, you’ll work closely with your Advisor over a 30-45 day window to identify opportunities and develop a tax plan to minimize your tax bills.
What you get:
After the initial Tax planning phase, your Tax Advisor will continue to support you throughout the rest of the year as your business venture grows.
Ongoing Support includes:
We’ll make sure we have created a plan to minimize tax bills and ensure you’re not missing out on major opportunities for tax savings. Most clients get back their investment in 1-3 years.
