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Does a CPA  review the tax plan?

OUR SERVICES

Advanced Tax Planning and Advisory Services

Tax Analysis

Don't have the time or patience to read through 70,000+ pages of tax code? We can help!

Tax Strategy Planning

There are tax strategies for all different parts of your business. In order to take full advantage of these strategies, it's important to plan ahead.

Strategy 
Implementation

We aren't looking to fire your CPA or accountant. We are here to supplement.

Our Team of Tax Planning Experts Have
Scoured the Tax Code for the Most Common
and Effective Tax Planning Strategies for:

  • Maximizing deductions 

  • Legal entity structures 

  • Retirement planning 

  • Insurance and asset protection

  • Tax Cuts and Jobs Act (TCJA) 

  • Families First Coronavirus Response Act (FFCRA)

  • Coronavirus Aid, Relief, and Economic Security Act (CARES)

  • Niche-specific strategies 

  • Advanced strategies

  • International asset and gift freeze

  • Tax-advantaged wealth management

  • Exit and capital gains 

  • Current law vs. proposed tax policy

Time and Money are Valuable.
We Can Help You Save BOTH!

Russell Duza, MBA, MS

Partner | Financial & Tax Strategist

Are you looking to save money on taxes? The tax laws are constantly changing, and it can be hard to keep up with all the tax strategies available to you.
 

We specialize in identifying all the tax strategies available to small business owners like you.

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Our team of experts is laser focused on ensuring that you’re not leaving any money on the table and help you keep more of what’s rightfully yours.

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Our proactive approach to tax planning will give you peace of mind and allow you to focus on what you do best - running your business.

Tax Analysis

Don't have the time or patience to read through 70,000+ pages of tax code? We can help!

Tax Strategy Planning

There are tax strategies for for all different parts of your business. In order to take full advantage of these strategies, it's important to plan ahead.

core strategy
implementation

We aren't looking to fire your CPA or accountant. We are here to supplement.

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