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Tailored Tax Solutions for Business Owners

As a business owner, your tax obligations are complex—but they also present opportunities. With strategic planning, you can reduce your tax burden while keeping more of your hard-earned income to reinvest in your business and your future.

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Our Approach

We specialize in personalized, proactive tax strategies tailored to your business structure, goals, and financial situation. Our goal is to identify every available opportunity to save, from leveraging deductions and credits to advanced entity structuring and wealth-building strategies.

What We Offer

  • Tax Planning: Stay ahead of the game with a year-round approach to minimizing taxes.

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  •  Entity Structuring: Ensure your business is set up for maximum tax efficiency, whether you’re an LLC, S-corp, or other entity type.

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  • Credits and Deductions: Identify and leverage industry-specific tax benefits, R&D credits, and more.

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  •  Multi-State and International Tax Strategies: Simplify and save across jurisdictions.

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  • Exit and Succession Planning: Minimize tax impact while preparing your business for the future.

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Who We Serve

  • Small business owners

  • Entrepreneurs

  • Real estate investors

  • Medical and legal professionals

  • High-income earners with complex tax situations

Internal Revenue Code Sections:

Section 6001

  • Books and records

Section 162

  • Trade/Business Expenses

Section 179

  • Election to expense items normally depreciated

Section 7702

  • The "Operating Cost Model" - Life Insurance (RMR) as a Tax Favored Investment & part of a Leverage Ownership Program (LOP) portfolio

Section 469

  • Passive activity loss rules

  • Real estate professional status

  • Short term rental rule

  • Cost segregation

  • Bonus depreciation

Section 280A (Augusta Rule)

  • Rental of your personal Dwelling to Business

Why Choose Us

 •   Expertise: Deep knowledge of the latest tax laws and regulations.

   •   Proactive Advice: We don’t just react; we anticipate opportunities to save you money.

   •   Holistic Perspective: We integrate tax planning with your broader financial goals.

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