What Is A Tax Strategist?
We Are Tax Advisors with Skills and Knowledge Beyond the Tax Code
We Combine Our...
20+ years of tax preparation
25+ years in business
Extensive knowledge of the US tax code and the strategies built into it
To Give Our Clients the Latest and MOST EFFECTIVE Tax Strategies Available Today
Our mission is to empower you with a strategic
edge in navigating your taxes
Less Than 3% of Taxpayers Have Figured Out How to Legally Pay Zero Taxes
Traditional CPAs and tax professionals focus on putting the right numbers in the right boxes on the right forms. We focus on court-tested, IRS-approved strategies for minimizing tax through credits, deductions, and strategies such as real estate, retirement savings, and other powerful strategies.
When We Meet, We'll Teach you Our 3-Part Wealth Strategy to get you Into the 3% Club:
Keep
We believe you can do more with your money than the government can by reinvesting your money into your business and your community. Our first strategy helps protect your money from taxation with smart tax strategies
Grow
Unlock the path to long-term wealth generation and discover ways to invest your money to get optimal returns - often tax free!
Protect
Protect what's yours from creditors and lawsuits using our Savvy Trifecta
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