TIRED OF PAYING TOO MUCH TAXES?
We can help you save at least $10,000 annually in taxes - LEGALLY
Learn the secrets of the top 3% of taxpayers who are paying $0 taxes by utilizing all the legal tax strategies to their advantage. Tax strategies that your CPA is not telling you or may not know about!
Who We Can Help
Small Business Owners
Whether you are just starting out as a new business owner or you are in business already generating multi-million dollars in revenues, we can show you how to save at least $10,000 in taxes or even reduce it down to $0 - legally!
High Income Earner - W2 Employees
If you are a high income earner employee and paying at least $30,000 in tax liabilities, you might think there is no hope for you! Our strategies work for doctors and other medical professionals, IT professionals, engineers, finance, attorney's and more.
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 mitiigate those.
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, cryto, stocks, business assets, etc, we can definitely help
What We Do
Proactive Tax Planning
Tax is our biggest "single" annual expenses - higher than the mortgage payments. Approximately 35% of your income (to 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 fact, we can literally reduce your tax liabilities down to $0.Wealth Optimization
We can provide you tax-efficient investments that not only help you save money in taxes but also generate passive income and 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 financing for your business but you have been turned down by traditional banks, 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 strategies. During this meeting, we'll discuss your current tax situation, your current income, your tax liabilites, tax strategies you have been using in the past, and investment plans. This step helps us understand your unique needs and determine the various documents needed to do the tax assessment.
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 in your situation (whether you are a business owner, high w2 employee, sellers of assets, 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 you 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 with utilizing the lowest contributions!
Working with John was a game-changer for my home-buying experience. He not only found me the perfect property but also navigated the entire process seamlessly, making my dream home a reality.
John Doe
Unlock the Advantages:
Your Benefits with John
Personalized Service
Experience tailored and attentive service from our expert agents who prioritize your unique goals and preferences throughout the entire real estate process.Cutting-Edge Technology
Take advantage of advanced technology, including 360-degree virtual tours and a dedicated client portal, to streamline your property search or sale and enhance your overall real estate experience.Comprehensive Market Insights
Stay informed with transparent market analytics and valuable insights into current trends. Our agency provides the knowledge you need to make informed decisions, whether you're buying, selling, or investing in real estate.
Frequently Asked Questions
Most CPA tax preparers deal with historical data, are too busy preparing your taxes and are reactive in nature. By the tax deadline, there is little they can do to save on taxes because tax strategies should be done throughout the year! Also, most CPA tax preparers may recommend tax strategies but may not tell you how to implement them to your advantage. You are left trying to figure what you should do! Lastly, 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!
Most tax advisors may show you how to save on taxes using the most common tax strategies available. What sets us apart is we offer more than just the most common tax strategies. We form a partnership 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.
If you have a stable business and need funding but have been rejected by the banks, we may also help you with that.
In most of our advanced tax strategy, we use "leverage" to provide you with the highest tax deductions with the lowest contributions. These helps you improve your cash flow both in business and personal cases. These are available via our partner companies. Most tax strategy recommendations by other tax advisors may yield you a high tax deduction but requires a high contribution as well leaving you with less cash to work with.
Absolutely. All our strategies are using the IRS tax codes the way it is designed. In fact, our advanced strategies are designed by tax attorneys and CPAs who are experts in the tax strategy field! These are not just your regular CPAs who just prepares taxes. These strategies have been used consistently by the top 3% of the high income earners who are paying $0 tax liabilities!
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 you are audited. These services vary among our tax strategy partners.
We also offer business financing 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 Find Your Dream
Home Or Sell Your Property?
Home Or Sell Your Property?
Schedule a personalized consultation with our expert agents. Let's discuss your goals and
create a tailored plan to make your real estate journey a success.
create a tailored plan to make your real estate journey a success.
Address:
123 Elm Street Maplewood, NJ 07040
123 Elm Street Maplewood, NJ 07040
Assistance Hours:
Mon – Fri 9:00am – 5:00pm
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