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 reducing taxes 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.
Our in-house team of tax attorneys and CPAs are constantly evaluating various tax strategies and only select few for our clients that they feel most comfortable with detailed study of various tax codes and baked by solid research. We standby to our tax plan and represent to you in the US Tax Court if needed by an in-house team of US Tax Court admitted experienced attorneys.
If you are a successful business/practice owner or an employee (from your W-2 salary, bonus, RSU, stock option) making more than $1 Million a year, or $5 Million+ in net-worth….and looking for an advanced tax reduction strategies, accounting & CFO services, estate, trust and other financial strategies by the in-house team of experts, then book a call now. You will be speaking with either Rich Hofmann, CPA, JD or T.L. Turnipseed, JD, LLM or Neil Jesani, CFP or Leslie Borgia, JD or Dan Ruggiero, CPA.