Our planning process begins with conducting a Second Opinion Tax Diagnosis of your most recent tax returns to identify missed opportunities and wasted taxes you may be unknowingly paying. We follow a proven process that guides us to pinpoint ways to lawfully reduce the taxes and convert them into added tax-advantaged cash flow.


For 1099-Misc income earners and other business owners, for example, it is not unusual for us to identify $10,000 or more in taxes that are unnecessarily being paid each year and show our clients how they get to keep it. A recent Diagnosis we did revealed more than a 60% reduction in ordinary income taxes for the property owner, in addition to solving his capital gains tax problem when his apartment building was sold.

Are you ready to save more to your bottom line by taking a long term view?

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Interested in bringing innovative tax savings to your clients?

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