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.
Significant Tax Savings Found by Implementing Our Second Opinion Tax Diagnosis™
Our Second Opinion Tax Diagnosis™ methodology, examining our clients’ three most recent personal and corporate federal and state tax returns, continue to provide great results:
These are just a few of the hundreds of different tax planning solutions we have built to save clients thousands in improperly paid taxes.