Execution is everything in life
Whether it's a weekend vacation or looking ahead to future generations, it all starts with having a solid plan you can put into action and adjust as you grow.
We cover all of the critical bases
Every family has unique goals for the future of their financial well-being and we're here to deliver peace of mind.
Business Owner Tax Planning
Retirement Planning
Individual Tax Planning
Cost Segregation Studies
Tax Preparation & Filing
Non-Profit Tax Services
We can help
Our Journey, Our Values, and Our Commitment to You
We started with the belief that
family and living up to Godly
standards will always be our sole
foundation for doing the best we
can for our clients.
We begin with listening to your
personal needs and goals. While
that sounds stilted, we actually
walk the walk for you. We then
apply our vast experience to bring
you options for consideration.
We look to build long-term
relationships with our clients
so we can keep our hands on
the pulse of your growth.
Let us have a brief conversation
and you be the judge!
We put the trust
in trusts
We have a proven process for your success
The Plan
We then create a custom plan based on your input for evaluation
Engage
It all starts with a conversation to establish our mutual goals
Growth
With an approved plan, the process now turns to execution and daily monitoring to always deliver top results
Hear from Our Clients
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What is the difference between a tax strategist and a tax preparer?Tax Preparer only looks backwards and deals with compliance. Tax Strategist not only looks backwards but also looks forwards. A strategist not only mentions tax planning but they also discuss proactive steps to legally minimize your tax liability.
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What is tax planning and how does it work?It’s a deep dive into your income as we prepare a mock tax return for the current year. We review and compare the mock tax return to potential situations. We provide recommendations for future ways to save and create Generational Wealth. All our strategies are forward-looking as we look to maximize both current and future earnings.
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What happens if I don’t follow through with the plan?You will be stuck in a rut of earning money and owing the IRS. You will be paying the IRS a significantly larger amount of money than you need to. No Generational Wealth = less amount available during retirement and less you will be able to pass on to your kids and grandkids.
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What if I don’t know what steps need to be taken after the plan has been given?Not only do we lay out the plan, but we also provide the fulfillment of all the strategies. We work with you to assure compliance with IRS regulations. We schedule monthly/quarterly meetings to assure what needs to happen is happening for the tax strategy to work. We guide you through any issues which may come along the way. Not only do we help with the fulfillment of the strategies we have expert attorneys, short term rental coaches, financials planners and realtors who we work with closely to provide you with the best options to not only protect yourself, but also to protect the generational wealth you are looking to build.
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What are a couple of the strategies which have been done before?Augusta Rule. Cost Segregation Studies on Investment Properties. Family Management Offices’. Change of entity status to S-Corporation. Hire your kids to work for you. Research and Development Credit. 1031 Exchange on investment properties
Any Questions
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