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:

  • For 1099-Misc income earners and other business owners, we routinely identify $10,000 or more in annual taxes that are being paid needlessly; and in many cases, we help the taxpayers to recoup taxes that they unnecessarily paid in previous years.
  • A recent Diagnosis revealed more than a 60% reduction in ordinary income taxes for a property owner, in addition to solving his capital gains tax problem when his apartment building was sold.
  • We recently identified a combination of existing tax code sections which allowed the client to eliminate all the capital gains taxes on the sale of his long-held property assets.
  • We solved a California homeowner’s retirement cash flow challenge using the combining a monetization loan with a specific type of installment sale planning approach. All the capital gains and other taxes were deferred for decades and these former government employees happily moved into retirement with a much greater amount in the nest egg than they had originally anticipated.

These are just a few of the hundreds of different tax planning solutions we have built to save clients thousands in improperly paid taxes.

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

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