Tax Advisory
Tax reduction strategies to get your time back and get back control of your business.
Most CPAs are reactive. We take a different, proactive and legitimate approach to reduce or defer your tax liabilities. Instead of facing inflated tax bills, you can save and reinvest your money—perhaps into real estate or a well-deserved vacation.
How we work:
Step 1: Onboarding meeting
Meeting with tax advisor for a free consultaion, discuss opportunities and gather information.
Step 2: Tax Saving Presentation
After past returns scanned for mistakes and opportunities, we present quantified tax savings possibilities and create a tax plan
Step 3: Reduced Tax Bills
We introduce finalized tax savings plan
Tax Preparation
We specialize in individual and business tax returns, including partnerships, S-Corporations, and C-Corporations, across diverse industries such as investments, consulting, real estate, retail, manufacturing, and more.
How we work:
Step 1: Onboarding
We work with you to gather all information to make sure we are not missing on any deductions or credits and use strategies to lower or defer you tax liabilities
Step 2: Preparation and Quality Review
Each tax return is quality reviewed by our CPAs and filed electronically to ensure it’s processed swiftly, so you received refund as quickly as possible
Step 3: Quantified value
You get your time and money saved and accurately filed tax returns protected from IRS audits

