Here’s how to get started.

This service starts at $5,000 and it’s definitely not for everybody.


It’s only for people who have a business up and running already. You must be paying more than 50K in taxes. And you must be willing to reduce or eliminate the tax burden.


So you’ve got an existing profitable business and need to cut your tax bill in more than half, we can help you save/make thousands of dollars without affecting cash flow and without extra expenses.


So, what do you get with our service?

1. Review of last 3 years of tax returns (2nd Opinion)

In many cases we find missed deductions and create opportunities to get you refunds.

2. Review of your current year taxes and ways to minimize it.

We get it. We don't like paying taxes either. We are all about paying less when legally and ethically possible. We will give you all the ways you can pay less. We'll tell you the good, the bad and the ugly about each strategy.

3. Choice of Entity.

The type of entities (e.g. LLC, C-Corporation, etc.) you use affect both your taxes and your ability to protect your assets. We review your structure to make sure you have the right entities, the right number of entities, that they are created in the right jurisdiction, and that they are properly maintained.

4. Asset Protection

The more you make the more expose you are to creditors & frivolous lawsuits. You don't want to lose everything because you think you are protected. You want to be sure. We'll give you a plan you can understand to make those worries disappear.

5. Review of your bookkeeping.

We like to compare your books to your returns to look for missed opportunities. We also like to make sure your books will stand up to an audit. And we like to look into the future and actually plan - as opposed to only looking back to prepare returns once it is too late to do much about them.

6. Future is important

There are a gazillion strategies out there. So which ones make the most sense for you is not a straight answer. It depends on your short and long term goals. Our tax plans not only save you money today but every single year thereafter.


Oh …and if you’re interested, keep your money.


I don’t want you to pay me a dime until you and I are both 100% certain this is the best thing for you to do right now.


And there’s no way either one of us can really know that unless we talk and get to know each other.


So if you’re interested, let’s set up a time to talk ASAP.


I’ll answer any questions you have, and I’ll ask you a few myself.


And if we both decide we’re a good fit, then we can move forward.


And if we don’t, that’s fine. If you’re happy, I’m happy. It really is that simple.


So with that said, fill out your info below and we’ll schedule a time to talk ASAP.