Get the help you need in your financial future. More than just a plan, you need a guide.

Lower FICA Taxes

Reducing FICA taxes by $500 per employee would alleviate financial burdens, fostering economic relief for both employers and workers alike.

Savings on Medical Insurance Premiums

Our customized solutions are tailored to bring you 15%-20% savings on your medical insurance premiums.

Savings on Workers Comp Premiums

Unlock substantial savings on Workers' Compensation premiums, up to 20-50%, through our expert strategies tailored to your business.

Lower Income Taxes

We can help lower your taxes by 80% if you own a privately held company, the owners are paying a minimum of $500K annually, and you have a minimum of a dozen non-related employees!

Lower Your Estate Taxes

Lowering Federal Estate Taxes by 65% enhances intergenerational wealth, empowers families, and fuels economic growth.

Reduce Your Capital Gains Taxes

We have various strategies.  The cost is as little as 1%.  You keep the proceeds from the sale of a business or highly appreciated real estate.

Research & Development Tax Credit

The R&D tax credit is a strategy that provides an immediate source of cash. Your company may qualify for the credit if you have invested time, money and resources toward developing new products, improving existing products, developing new materials, building and testing prototypes and models, developing new or improved software applications, testing new concepts, experimentation and more. The credit is not a deduction—it is an actual dollar-for-dollar credit against taxes owed or paid.

Lifo Inventory Accounting

For businesses that carry inventory of $3 million or more, implementing the LIFO inventory method can generate much-needed cash. LIFO subtracts inflation from inventory costs, reducing ending inventory value, increasing cost of goods sold and decreasing taxable income. As the cost of acquiring or producing inventory grows in subsequent years, so too will the cash savings generated from LIFO.

Cost Segregation Studies

If you own or lease a building, cost segregation is a powerful strategy that uses a detailed engineering-based analysis to reduce federal taxes. Cost segregation provides accelerated depreciation benefits, improved cash flow and reduction of tax liability. Any building that has been constructed, acquired or renovated in the last 15 years, by a tax-paying company that does not show an operating loss or that will be profitable in the near future may qualify. For assets placed in service in the last few years, there may be special bonus depreciation for shorter life property.

State and Local Tax

Understanding your state and local taxes (SALT) is key to ensuring compliance and reducing costly penalties. Whether you’re running an e-commerce business, expanding across state lines, or hiring remote employees, you need to be certain of your state and local tax obligations. Multi-state companies should be preforming business nexus studies to determine what states they have to file sales and income tax returns. Companies that haven't complied the past need to understand the benefits of voluntary disclosure agreements and how they can mitigate your liability. Larger companies may have opportunities for savings through tax exemptions, credits, or deductions, thus reducing the overall tax burden.