Services

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