Our process is a staged delivery that involves the expertise from our back-office professionals consisting of CPA’s, Tax mitigation experts and tax deferred strategist’s. We use only tax code options that most CPA’s miss or choose to ignore because of the liability that might be present in the strategy. We ask you to allow us to review your personal financial profile by looking at the last two years of your personal and corporate tax returns. There is no cost in providing this review.
Next in this process is the review from our experts as this starts the tax reduction strategy. We look at any personal income tax liability as well as corporate liability and how we may reduce this liability using the tax code and legally reduce your tax. The back office will present our strategy making any adjustments that are needed to satisfy our client.
We advise the client that the plan is flexible and whether this strategy is right for you. With your approval we then implement the plan. This may involve the implementation of tax-deferred products in structures that will create a future flow of tax-free income. This creates a powerful cycle of tax reduction to exponentially increase your income and net worth.
Our prime objective is to build a relationship that will last as long as the client needs us. We are here to stay.