Our firm specializes in reducing your lifetime tax liabilities. Our Tax Code is one of the most complex in the world, and changes every year. For many people, there are many steps that can be taken today, to reduce their tax liabilities tomorrow.
One area we add value is providing tax advice on your investment strategies. Our tax experts can provide guidance on your Rental Properties, IRA/401k Accounts, Non-Qualified (after-tax) Investment Accounts, Life Insurance and your Business.
If your Real Estate and/or Investment Professional tells you they “don’t provide tax advice”, it may be time for a change. Every investment decision you make has tax implications. Our goal is to minimize your tax liabilities through tax efficient investment strategies.
Our fee for a 1-hour consultation is $295. This appointment may save you thousands of dollars in taxes. You will meet with an Enrolled Agent (highest credential the IRS awards) who is also Registered Investment Advisor Representative (registered with the Securities and Exchange Commission, or SEC).
It is frustrating when we meet with a client who is obligated to pay taxes we could have minimized, if they had simply met with us prior to making certain financial choices. Call us today and let us help with your important decisions.