OUR GPS ModeL

Our tax planning and value-added services help small business owners navigate their personal and business finances.

G - Growth

With savings generated through our tax planning process, owners can reallocate cash to passive investments and opportunities to grow their business.

P – Protection

Our goal is to ensure business owners protect their income, preserve it through retirement, implement exit planning and establish a family legacy.

S – Savings

Aggressive tax planning generates savings, whereby funds are available to implement growth and protection strategies for our business owners.

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Is Your CPA Saving You Thousands in Taxes?

In many cases, the answer is NO.

  • Most tax professionals are trained to file tax returns and ensure clients comply with the IRS.
  • Tax Planning requires an intentional approach to SAVE tax dollars, fuel business growth, and increase wealth.
  • How do I know if my CPA has taken an intentional approach to save me thousands in taxes?

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Where we identify tax-saving strategies!

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All Businesses Owners Should Have a Tax Plan

Most business owners have missed the opportunity to save thousands of dollars in taxes. The tax code is ever-changing, and Certified Tax Coaches invest extensive hours and resources into education in order to save our clients tax dollars.

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Your Roadmap to Tax Savings and Wealth Building

Review

We’ll review your records to identify missed opportunities.

Plan

We’ll create a roadmap to generate the most significant tax savings.

Act

We’ll work with you to implement the changes and achieve your goals.

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Services

CFO Services

Tax Planning

IRS Resolution

Individual Financial Services

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Everyone wants to pay less in taxes

Let us show you how with monthly tax planning strategies and tips.