Services
We provide several accounting and financial services
Our goal is to make your personal & business more profitable by reducing taxes and help you build wealth
How we can help?
Integrated Tax & Wealth Planning
Customized tax minimization strategies are designed to be integrated with your wealth building plan.
Out approach is to be your guide in the development of your wealth creation plan. We want you to know how to create and manage your own plan so you can limit your advisory expenses. You will be using professional advisor software, investment banking models and financial independent systems.
CFO Services
- Financial, business, and strategic planning and implementation.
- Management of the finance infrastructure (accounting, treasury, tax, finance)
- Cash flow management and projections.
- Budgeting and forecasting.
- Hands-on transition guidance (e.g., medical leave, business integration, or leadership succession)
Tax Resolution
We provide affordable solutions for business and individuals who for whatever reason find themselves at odds with the IRS. We will represent you in front of the IRS allowing you to continue to with your life. You will NOT have to talk to an IRS agent.
Our 6-D Tax Planning Process
01
Discover
Working together we will conduct a fact find to understand your current situation. We will clearly define your professional and personal goals.
02
Design
Here we evaluate all our the tax strategies that could provide tax savings to initially design your plan.
03
Develop
Development will further refine you plan to identify the key strategies based on tax savings / return compared to cost.
04
Deliver
We will deliver a complete documented tax plan. Your plan will include the top strategies to implement immediately and additional strategies for further future savings.
05
Deploy
We include a list of action items to deploy the top strategies. At your discretion we can help with the deployment.
06
Determine
Finally within a year we will meet again to determine if there any tax law changes and / or additional tax strategies you can implement for further savings.