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Successful Business Owner Frustrated By Taxes?

Interested in learning more about working with successful business owners and partnering with CPAs? Click below.


Are you a successful business owner and totally frustrated by the amount of taxes you pay each year? Most business owners think their CPA is helping them save taxes, but the truth is most CPAs have NEVER been taught HOW to do advanced tax planning and are just recording history. The goal to legally reducing taxes, risks, and expenses is to work with a TEAM of professionals who have one common goal - creating the BEST results for their clients through proactive and holistic planning.


Are you a successful business owner and totally frustrated by the amount of taxes you pay every year? And have you been wondering why your CPA only seems to be providing tax preparation services but no real tax savings advice? Are you confident you're taking advantage of every tax break you deserve? See, the truth is the world is full of CPAs, enrolled agents, accountants, and tax preparers who do little more than record history, putting the right numbers in the right boxes on the right forms by the right deadlines to keep you out of trouble but then they call it a day. Tax preparation and doing the company's financials compliance work is not a substitute for tax planning. The reason why most accountants don't do more is because they have way too many clients, and they simply do not have enough time to learn all of the various strategies from the 72,000+ pages of the Internal Revenue Code.

And because of that, like most business owners, it's costing you five, six or even seven figures every year in taxes you don't need to pay. The late Supreme Justice William H. Rehnquist said, "There's nothing wrong with a strategy to avoid the payment of taxes. The internal revenue code doesn't prevent that." More and more business owners are now asking their CPA, "Why are we paying so much in taxes while companies like Apple, GE, Exxon, Boeing, Verizon, and others make billions of revenue but pay little or no taxes? I mean, think about it. What is your accountant actually doing to make sure that you get all of the breaks you deserve and when was the last time your CPA came to you and said, "Here's an idea that will save you money?" Tax planning is about giving you a plan for minimizing your taxes. What should you do? When should you do it? How should you do it?

We created the CPA team-based model to bring together some of the brightest, most forward-thinking professionals from around the country. These are leading experts who cover vast areas of the 72,000+ pages of the IRS tax code. Our team is made up of CPAs, tax attorneys, actuaries, engineer's, third party administrators, all leading experts regarding tax reduction planning, qualified plans and non-qualified plans, cost remediation and business growth, things like asset protection, using premium financing, cost segregation, international tax planning, business financing, funding, buy-sell agreements, business exit planning, multiple entity planning, estate planning strategies, and the list really does go on and on. We use the most timely proactive tax planning solutions available today that are really used by some of the most successful and profitable organizations in the country.

When most business owners have an important issue that keeps them awake at night, they don't want to get up in the morning and call 12 different people. The accountant, their CFO, their corporate banker, their investment banker, their trustee, their attorney, their wealth advisor and on and on with the same question because they know they'll probably end up getting 12 different answers and then the business owner has to go and try to assimilate all that information? Our business owners make a call to us at the CPA team-based model, and we take it from there. Our entire team of world-class experts will collaborate to bring our business owners the very best answers and also the reasons why they're the best answers. This gives our business owners the confidence to know that they're making the very best decisions based on the newest, most accurate proactive planning solutions available that are court-tested and IRS approved. With the CPA team-based model we understand that the key to proactive tax planning is keeping the most of what you make because we're business owners, and we want that too.

That means scouring your income and expenses for every available deduction, credit, loophole, and opportunity and we do it without aggressive strategies. We don't 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, 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 tax and business planning that shows our clients what to do, when to do it and how to do it. If this sounds interesting to you, take the next step now. We look forward to your private strategy session, and we'll talk to you soon.

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