TAX, BUSINESS AND WEALTH ADVISORS
MAXIMIZING YOUR TAX SAVINGS WHILE BUILDING WEALTH
We can help you save at least $10,000 in taxes LEGALLY!
Learn how to legally reduce your taxes (even down to $0) using the so called "Tax Loopholes for the Rich." Let the IRS tax codes work for you and use money that you would have paid to taxes to build wealth instead.
Let the IRS fund your investments!!
WHO WE CAN HELP
Small Business and 1099 Consultants
Whether you are just starting out as a new business owner or in business already generating multi-million dollars in revenues, we can show you how to save at least $10,000 in taxes! This also applies to 1099 consultants; Majority of our strategies are catered to these demographics.
High Income Earner - W2 Employees
If you are a high-income earner employee and paying at least $20,000 in taxes, you might think there is no hope for you! We have customized strategies designed by tax attorneys or CPA tax mitigation experts specifically tailored for doctors, dentists, healthcare, engineers, architects, IT,attorneys and other professionals.
Accredited Investors - Roth IRA Conversions
If you have been hesitant to convert your traditional IRA or other retirement accounts to a Roth IRA due to high conversion tax, we have specific strategies that you can use to mitigate those. Available for accredited investors only,
Sellers Expecting Huge Capital Gains.
If you are expecting a huge capital gain from selling your personal residence (even after the exemption), rental real estate, crypto, stocks, business assets, etc., we can definitely help. Available to accredited investors only.
What We Do
Proactive Tax Planning
Tax is our biggest "single" annual expense - higher than the mortgage payments. Up to 38% of your income (and could go as high as 50% with state) is going to taxes alone. This is where we come in to mitigate that. We believe in proactive tax planning while ensuring compliance with IRS codes! We'll use every available legal tax strategy to maximize your savings. In some cases, we can legally reduce your tax liabilities down to $0 using IRS tax codes to your advantage.Wealth Optimization
We can provide you tax-efficient investments that not only help you save money in taxes but also generate passive income with a good rate of return. Also, the money saved from taxes can be used to finance other investment opportunities. We use the power of "leverage" with both tax savings and investment strategies.Business Funding
If you need funds for your business and have been turned down by traditional banks already, this is where we come in. We’ll Find You the Best Funding Offer—Guaranteed and with no collateral needed!!Get Matched with the Top 20+ Business Funders for the Best Approval Offers.
We can fund up to $2 million dollars!!
Navigating Your Tax Mitigation Journey:
Our Seamless Process
STEP 01
Initial Free Consultation
The process begins with a free consultation between you and our experienced tax advisors. During this meeting, we'll discuss your current tax situation.
- What kind of income do you have? (employee, business, retirement, passive, capital gain, rental income, 1099 income, etc.)
- What kind of investments do you have? (real estate, crypto, stocks, bonds, arts assets, etc.)
- How much did you pay in taxes last year? How much are you expecting to pay this year?
- What strategies have you used in the past to save on taxes?
- and other tax and wealth related questions
STEP 02
Review of Last 2 Years of Tax Returns
If you choose to move forward, the next step is to conduct a tax assessment. Based on the information gathered in the consultation, our team will review and analyze the last 2 years of your personal and business returns to identify missed tax saving credits, deductions, and other tax saving opportuties.
STEP 03
Identify the BestTax Savings Strategies
Identify the BestTax Savings Strategies
We'll craft a plan specifically applicable to your situation (whether you are a business owner, high w2 employee, sellers of assets, or roth ira account holders) and identify additional tax credits, deductions and tax-efficient investments to help you reduce your taxes. These are all legal strategies and in compliance with the IRS.
STEP 04
Customized Tax Plan
We'll present your customized tax plans and go over our recommended strategies. We will also discuss your next steps on how to implement these strategies to your advantage. We'll go over the pros and cons and which ones can help you generate the highest deductions using the lowest possible contributions to keep more cash to your pocket!
Our mission is to provide you the maximum tax savings while helping you grow your wealth through tax-efficient investment opportunities. We're not just your tax strategist, we're your wealth strategist as well!
Ken Gaetos, MBA
Tax and Wealth Strategist
Independent Business Funding Broker
15+ Years Tax Professional
26+ Years Hospital and Healthcare Finance Professional
Real Businesses and People Who Received Tax Savings
Dental Practice
Revenue: $4.3 millionTax Liability Before Strategy: $962,126
After Strategy
Number of Strategies Used: 3 with 1 advanced
Achieved Tax Savings: $211,224
Savings %: 22%
Physician
Income: $833,662Tax Liability Before Strategy: $234,581
After Tax Strategy
Number of Strategies Used: 3 with 1 advanced
Achieved Tax Savings: $171,451
Savings %: 73%
Nurse Practitioner
Income: $401,470Tax Liability Before Strategy: $90,625
After Tax Strategy
Number of Strategies Used: 3 with 1 advanced
Achieved Tax Savings: $80,447
Savings %: 89%
Unlock the Advantages:
Your Benefits working with Ken
Personalized Service
Experience tailored and attentive service from our expert advisors who prioritize your unique goals and preferences throughout the entire process.- Guaranteed at least $10,000 in tax savings or you don't pay
We guarantee our work. If you don't save at least $10,000, you don't pay us a dime! Leveraged Tax Savings and Investments
Take advantage of leveraged tax savings and investments to provide you with the highest tax savings with the lowest contributions. This is in addition to identifying missed tax deductions and credits.Access to our Investment and Funding Partners
Get access to our exclusive tax-efficient investment opportunities and alternative business funding that you will not find anywhere else. Most CPA tax preparers and even tax advisors do not have access to these.
Frequently Asked Questions
a. Most CPA tax preparers are usually focused on just preparing your taxes.
By the time they prepare your tax returns, there is little they can do to help you save on taxes. The common mantra is "it is what it is, or we've deducted everything we could" - does this sound familiar? Yes, they'll be able to claim a few deductions and credits, but you are still left with a huge tax liability with no options to reduce it at all!
Not all CPAs are created equal. They have their own expertise. The question to your CPA is what is his/her expertise? Do they specialize in preparing taxes only? or do they know tax planning and how to implement strategies as well?
How we're different.
We believe in proactive tax planning. Tax strategies should start in Jan 1 (or the beginning of the tax year) and should be done throughout the year. We will use every available tax saving opportunity, so you have time to act on it immediately during the tax year and be able to claim them come tax time.
b. Most CPA tax preparers may not know the proper way to implement tax strategies.
Your CPA may recommend some strategies but may not be familiar with how to implement them. You are left trying to figure out what you should do!
How we're different.
We help our clients by recommending and providing assistance with the strategy throughout the year. We'll provide periodic communication to assist you in implementing tax strategies, monitor your progress, and make necessary adjustment to achieve your tax savings goal. In other words, we are like you "personal gym trainer" version for your taxes.
<c. Most CPA tax preparers are not aware of utilizing tax efficient investments -
Most of them do not know it is available and do not know where and how to access them!
How we're different.
We will use the most common tax methodologies first to your benefit. But sometimes, these strategies may not be enough to bring your taxes down to your liking. This is where we introduce tax-efficient investments opportunities. We have exclusive access to companies that offer this that are not offered by the CPA tax preparers.
Most tax advisors may show you how to save on taxes using the most common tax strategies available ONLY.
How we're different.
Just like the other tax advisors, we will recommend the same commonly used tax strategies. But sometimes, these strategies may not be enough to bring your taxes down even more, thus, you are not really maximizing your tax savings.
What sets us apart is what we can offer after you've exhausted all those common strategies. We offer a more advanced tax strategies and these are designed by tax attorneys or CPAs that are experts in the tax mitigation process. In addition, we have partnerships with various companies offering tax efficient investment opportunities that can provide you both tax savings and passive income with a good rate of return! We use leverage to your advantage so you can keep a steady cash flow. Leverage means allowing you to maximize your tax savings by utilizing high tax deductions with the lowest cash out of pocket. Please keep in mind, most tax recommendations go on a 1:1 deduction to cash out of pocket ratio. For example, in order to receive a $20,000 deduction, you will need to contribute or spend $20,000 using cash out of pocket. (example, contributing to retirement accounts). We can do better, how about $20,000 tax deduction for just $2,000 to $6,000 cash out of pocket! And then you can use the difference to invest somewhere else!
Secondly, If you have a stable business and need funding but have been rejected by the banks, we may be able to help you with that as well. Perhaps you are expanding or even need funds to support tax investment opportunities to lower your taxes even more? Other tax advisors do not offer this.
Most tax advisors do not offer this exclusive access.
We are not afraid to share our most commonly used tax strategies for business owners. The way we differentiate ourselves is "what we can do" when you exhaust all these tax saving methods - advanced tax strategies that are not available or even not known to a lot of CPA tax preparers and most tax advisors!
Our most commonly used for small business owners are:
- Income shifting
- Business entity restructure
- Hiring your kids (7-17 years old)
- Strategic use of your personal home as a business deduction
- Accountable plans
- Health Savings Account
- Retirement accounts
- Claiming Travel Expense Strategically
- Claiming Vehicle Expenses Strategically
- QBI deductions
- How to use real estate to cut down your taxes (and we're not talking about just the mortgage interest and Property tax deduction you normally get)
and review of all missed deductions and credits.
Absolutely. All our strategies are using the IRS tax codes the way it is designed. In fact, our advanced strategies are developed by tax attorneys and/or CPAs who are experts in the tax mitigation field! These are not your regular CPAs who only just prepare taxes. These strategies have been used consistently by the top 3% of the high-income earners who are paying $0 tax liabilities! These are also called "Tax loopholes for the rich."
We will provide you with the IRS tax codes that are being used and how to implement it properly to make sure it is audit ready. Some of our partners may also provide audit opinions, letters, while some will also include defense in case of an IRS audit. These services vary among our partner companies.
Most of our tax strategies are all related to investments and businesses.
Small business owners are the backbone of the economy that's why a lot of the tax breaks are specifically designed for them. Our strategy works for all business owners including 1099 consultants, mlm business owners, home based business, etc. For accredited business owners, we can do even more tax savings!
If you do not have a business (employees only), you have to make a certain income for the strategy to make sense. In addition, most of our partner companies only work with accredited investors. You are considered an accredited investor if you made at least $200,000 of income (or $300,000 for married couple) or has a net worth of $1 million (excluding your personal residence) within the past 2 years.
Unfortunately, the answer is yes. In order to take advantage of the tax savings for Roth IRA conversion and capital gains, you will need to be an accredited investor as defined in #5 faq.
If you are a business owner making less than $200,000, we can definitely help you since mist of our programs are tailored for you.
However, if you are an employee (with no side business) and making less than $200,000, we may be able to help you, but it will be very limited.
We do have a few programs that can help people who are making between $150,000 to $200,000 annually. please don't hesitate to reach out to us. lease keep in mind we have a guarantee that if we're not able to help you save at least $10,000 in taxes, you do not pay us a dime.
We also offer funding for businesses who were rejected by the banks, which is 90% of small businesses. Most banks require you to have a collateral (either your home or some business assets), higher credit score, business plans, etc.
Our Main features:
1. We are an independent broker so we offer a one-stop shop so you can access all the best business financers in just one platform. Only needs to run your credit one-time and not multiple times.
2. Our business financing do not require any collateral
3. We can fund up to $2 million.
4. Also offer line of credits
5. Core rates for qualified businesses!
6. Shorter term than the bank loans
SCHEDULE YOUR CONSULTATION TODAY!
Ready to Start Saving Money
and Grow Your Wealth?
and Grow Your Wealth?
Schedule a personalized consultation with our expert advisors.
Let's discuss your goals and create a tailored plan to make your
tax savings journey a success.
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