1. Initial Conference Call
Talk with one of our team members to determine if we can add any value to your unique situation.
proactive strategy
Strategy is essential for both growing your revenue and cutting your tax bill. We have helped many businesses achieve greater results and can help you and your business. We’re so confident that we can increase your after-tax income that we put our fees on the line and offer a performance only fee in addition to three levels of fixed service fees so you can choose a payment that fits your business.
We only work with clients that understand tax is a proactive management function and not simply a once a year painful exercise. All our clients are required to use our accounting systems that provide us with the real time information necessary for us to deliver effective tax planning and management throughout the entire year.
Collaboration & Coordination
As a client, you'll have access to our team of experts in multiple areas. Our team has significant experience in not only tax/accounting, but also technology, operational efficiency, Investments, legal matters, insurance, benefit plans, acquisition finance, real estate, business valuation, and even marketing. By having all these experts on one team working for you, you can feel confident that nothing falls through the cracks. Many of our clients have a great relationship with their current CPA and choose to keep their CPA for preparing tax returns while using our team to generate tax strategies. Since we talk the same tax language, we can work with your CPA to ensure your tax plan is reported correctly.
We can review your operation on-site to better understand your business and then identify ways to make running your business less burdensome. Its very common for business owners not knowing what information can be useful to us as we build solutions for you. By us reviewing your operations on-site, we'll be able to observe and identify areas to improve.
Our Job
Re-Imagined
Most CPA's and tax professionals do a good job completing tax forms and capturing your deductions. The problem is that they focus on preparing tax returns and not on developing tax strategies. For them to make more money, they need to fill out more forms for more clients which means they have little to no time to stop and think about helping you and your business grow or even research tax strategies to help you save money. In the end, they only fill out tax forms and offer little proactive advice on how to minimize their client’s tax bill. Think about it, when was the last time your CPA came to you with a creative idea that can save you a lot of money?
Our approach is completely different. We spend all our time working with clients on tax strategies that make an impact as well as implementing tools to make your business run efficiently. We actually outsource filling out the tax forms since that adds little value to clients and we simply review them to ensure the strategies were reported correctly. We specialize in small business and high net worth personal tax strategies. We'll take all the burden of running a business or personal finances off your shoulders so you can focus on growing your business. We've developed state of the art systems that automate all the accounting, payroll, and tax reporting tasks and frees up your time as well as our time so we can both focus on what we do best.
WHAT WE OFFER
If you have more questions than answers about your financial information and you want to explore new ideas to make your business work for you, you need to talk to our professionals. We offer creative, proactive and effective strategy development services for you and your business. There are two ways to get more cash out of your business: Either you grow your revenue or you reduce your costs. We offer services covering both revenue growth and cutting costs by focusing on your largest expense...Tax.
Technology Solutions
Our Technology Solutions team will build and implement custom solutions for your business. Examples include automated document generation, mobile apps development, and website design/hosting. We'll also implement 3rd party productivity applications to streamline your workflow and eliminate inefficient redundant business processes.
meaningful accounting
Accounting is essential for understanding business performance and how to make more money, but most entrepreneurs don't review their own financial statements. Our accounting system converts the numbers into visual representations that are easily understood. In addition, our system auto-magically updates your information each day so you can get practical real-time data on your business or personal financial health. You can access the system through our mobile app or online from any browser.
Tax strategies developed for you
No two businesses are the same so you need to have strategies developed specifically for you. There are few universal strategies that will make an impact and reduce your tax bill. This may be part of the reason why your current tax professional hasn't brought you many ideas.
How we work
2. Review Preliminary Analysis Summary
Following our initial conversation, we will send you a preliminary Analysis Summary that describes potential strategies that may be right for your particular situation as well as quantifying estimated costs to implement the strategies.
3. Feasibility Study
If moving forward with us, a $500 fee is required for a feasibility study where we deliver a comprehensive tax plan detailing each strategy supported with IRS Tax Code and will show you exactly how much you will save by implementing these strategies. That way you can see how much value we offer you prior to engaging our services.
4. Implementation
You can have our team perform the necessary action items to implement your tax plan or have us work directly with your existing tax professional.
One Time Only Services
Get Quote
Try before you buy. We can perform these functions one-time prior to enrolling in our standard packages.
- Review prior tax returns for missed opportunities
- Strategy feasibility study
- Prepare personal, business, and/or trust tax returns
- Accounting catch up
- Develop or implement mobile apps for your business
Silver
$550
per month
- Connect your accounting system to our reporting system to convert your data into meaningful visual information available through our app
- Annual Business Tax Return Preparation
Gold
$1,500
per month
Everything in Silver Plus:
Everything in Silver Plus:
- Automated Accounting & Tax System
- Unlimited Consultations throughout year
- Identify Tax Strategies for You and Your Business
(Does Not Include Implementation Services) - 3rd Party App Implementations
Platinum
$2,500
per month
Everything in Gold Plus:
Everything in Gold Plus:
- Develop Apps for Your Business To Automate Workflows
- Tax Strategy Implementation Services
- IRS Audit Defense Included
- Personal Financial System
- Personal Tax Returns
CONTACT US
Due to very high demand for our experts during tax season, we require prospective clients to schedule a time to talk with one of our team members. Complete the form below or click on the live chat bot and we'll schedule an initial call to discuss your tax profile and potential strategies.