Business Growth Planning
Your goals and dreams are unique to you and your team. Our Business Growth Planning platform allows us to meet you where you're at in your growth phase, making adjustments to stay on course.
Capital Gains Planning
Exiting from a highly appreciated asset such as a business or a real estate holding can have massive tax consequences. Proper planning can reduce or eliminate much of this burdensome expense.
Employee Retention & Attraction
Your best competitive advantage is in your people. Attracting and retaining top talent, while reducing the gaps in skill and talent, are very valuable in today's job environment.
Tax
Planning
It's estimated 9 out of 10 business owners are overpaying on their taxes. If you take risks to grow a business, provide jobs, and produce goods and services to our country, you are entitled to all the benefits the tax code provides.
Tax Reduction Strategies
The vast majority of successful business owners regularly miss out on hundreds of tax deductions. Our flagship Tax Reduction Plan opens the door to real savings by leveraging the tax code to its fullest potential.
Tax Credits & Incentives
We have a dedicated division focused full time on tax credits such as the R&D and ERTC. Whether you are a business owner or a general practice accounting firm, our team is available to assist you in leveraging these lucrative opportunities.