Safeguarding Your Tax Position – & Reducing Your Tax Bill
There Are Lots Of Ways To Achieve Tax Mitigation Through The Use Of Financial Schemes Including Pensions, Inheritance Tax, Succession Planning, Capital Gains Tax Allowances, Tax-free Retirement & More!
Our Professional Process
Our process is a staged delivery that involves the expertise from our back-office professionals consisting of CPA’s, Tax mitigation experts and tax deferred strategist’s. We use only tax code options that most CPA’s miss or choose to ignore because of the liability that might be present in the strategy. We ask you to allow us to review your personal financial profile by looking at the last two years of your personal and corporate tax returns. There is no cost in providing this review.
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Who We Serve
Read more on how we dictate the best tax strategy plan for your situation.
Our Method in 3 Easy Steps
Review Your Situation
Build A Plan
Execute for Success
Our Professional Purpose
Our target audience are sole proprietors with large incomes and net worth exceeding $5,000,000 or more and interested in tax mitigation.
Our back office has more than 80 professionals ready to go to work for you. There is no cost or obligation unless you contract us to move forward with your personalized strategy.
Who We Serve
We offer full tax, booking and accounting services, so you can focus on everything else in your business.
Families
As a parent, you're not only pursuing your own aspirations, but guiding your children towards their own success as well. That's why starting a savings plan early is considered vital in pursuing the college education your child deserves; especially as tuition rates continue to rise.
From establishing a viable college savings plan, to researching financial aid options and grants, we can help you examine college saving options to build a personalized plan that considers your financial goals and time horizon.
Retirees
You've worked hard in your career, and are ready for relaxation and celebration. However, the transition from a career and steady paycheck to living on the wealth you've accumulated can be filled with uncertainty.
Together, we'll develop a plan that helps you accumulate wealth while you're still working, and aid your transition to a fixed retirement income.
PREMIUMLIFE™ PLUS
Life insurance strategies can also help you Build wealth with limited market risk while creating potentially tax-free benefits using life insurance strategies.