That means scouring your income and expenses for every available deduction, credit, loophole, and opportunity. And we do it without aggressive strategies, we do not flirt with the gray areas, and we certainly don't touch any red flags.
We give you a plan for beating the IRS legally. We'll find the missing opportunities that may be costing you thousands, tens of thousands, or even hundreds of thousands of dollars in taxes, you don't need to pay. Then show you how proactive planning can rescue those dollars. We offer real advanced tax, financial and business planning that shows our clients what to do, when to do it, and how to do it.
This is not for everyone and due to limited availability of our staff's time, we limit it to the most financially qualified and motivated clients. If you are a successful a business owner or professional (irrespective of W2 employee or self-employed) a making more than $2 Million in income and looking for a solution like this then please schedule your free tax consultation. You will be speaking with either Neil Jesani, CFP or Rich Hofmann, CPA, JD or Leslie Borgia, JD.