Entrepreneurs/Professionals

Business owners are extremely motivated and won’t settle for “Average.”
You focus on your business, we focus on you!
When was the last time your CPA called you up and shared a strategy to lower your tax burden? Have they ever?
As part of the Tax Master Network, we offer our business owners a tax blueprint to identify any overlooked tax reduction strategies.
- Involves helping find potential tax savings through reducing or shifting current or future income tax liabilities.
- Evaluating business structure to optimize the benefits of the Internal Revenue code.
- Deferring income and/or accelerating expenses at year-end.
- Strategies to realize losses or gains through a wide range of allowable actions.
- Utilizing Cash Balance plans to catch up on retirement savings and aid in tax deferral during the sale of a business.
- Outside the box strategies for tax free income in retirement.